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TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 401k Plan overview

Plan NameTAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT
Plan identification number 002

TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

BRATTLEBORO RETREAT has sponsored the creation of one or more 401k plans.

Company Name:BRATTLEBORO RETREAT
Employer identification number (EIN):030107360
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01AMY ROBBIN
0022016-01-01SUSAN ROWELL
0022015-01-01SUSAN ROWELL
0022014-01-01JEFF CORRIGAN
0022013-01-01NATALIE AUDETTE
0022012-01-01JANET DEROSIA JANET DEROSIA2013-10-14
0022011-01-01JANET DEROSIA
0022009-01-01JANET DEROSIA JANET DEROSIA2010-10-14

Plan Statistics for TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT

401k plan membership statisitcs for TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT

Measure Date Value
2022: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2022 401k membership
Total participants, beginning-of-year2022-01-01606
Total number of active participants reported on line 7a of the Form 55002022-01-01407
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-01180
Total of all active and inactive participants2022-01-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01596
Number of participants with account balances2022-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2021 401k membership
Total participants, beginning-of-year2021-01-01669
Total number of active participants reported on line 7a of the Form 55002021-01-01413
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-01184
Total of all active and inactive participants2021-01-01606
Total participants2021-01-01606
Number of participants with account balances2021-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2020 401k membership
Total participants, beginning-of-year2020-01-011,146
Total number of active participants reported on line 7a of the Form 55002020-01-01471
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-01189
Total of all active and inactive participants2020-01-01669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01669
Number of participants with account balances2020-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2019 401k membership
Total participants, beginning-of-year2019-01-011,165
Total number of active participants reported on line 7a of the Form 55002019-01-01693
Number of retired or separated participants receiving benefits2019-01-0143
Number of other retired or separated participants entitled to future benefits2019-01-01409
Total of all active and inactive participants2019-01-011,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,146
Number of participants with account balances2019-01-011,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2018 401k membership
Total participants, beginning-of-year2018-01-011,163
Total number of active participants reported on line 7a of the Form 55002018-01-01742
Number of retired or separated participants receiving benefits2018-01-0150
Number of other retired or separated participants entitled to future benefits2018-01-01373
Total of all active and inactive participants2018-01-011,165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,165
Number of participants with account balances2018-01-011,135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2017 401k membership
Total participants, beginning-of-year2017-01-011,191
Total number of active participants reported on line 7a of the Form 55002017-01-01749
Number of retired or separated participants receiving benefits2017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-01279
Total of all active and inactive participants2017-01-011,043
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-011,048
Number of participants with account balances2017-01-01966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2016 401k membership
Total participants, beginning-of-year2016-01-011,146
Total number of active participants reported on line 7a of the Form 55002016-01-01771
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-01405
Total of all active and inactive participants2016-01-011,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,191
Number of participants with account balances2016-01-01953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2015 401k membership
Total participants, beginning-of-year2015-01-011,140
Total number of active participants reported on line 7a of the Form 55002015-01-01819
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-01314
Total of all active and inactive participants2015-01-011,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,145
Number of participants with account balances2015-01-01859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2014 401k membership
Total participants, beginning-of-year2014-01-011,134
Total number of active participants reported on line 7a of the Form 55002014-01-01766
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-01366
Total of all active and inactive participants2014-01-011,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,139
Number of participants with account balances2014-01-01812
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2013 401k membership
Total participants, beginning-of-year2013-01-01996
Total number of active participants reported on line 7a of the Form 55002013-01-01744
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-01380
Total of all active and inactive participants2013-01-011,134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,134
Number of participants with account balances2013-01-01795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2012 401k membership
Total participants, beginning-of-year2012-01-011,101
Total number of active participants reported on line 7a of the Form 55002012-01-01662
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-01330
Total of all active and inactive participants2012-01-01995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01995
Number of participants with account balances2012-01-01761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2011 401k membership
Total participants, beginning-of-year2011-01-01923
Total number of active participants reported on line 7a of the Form 55002011-01-01766
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01332
Total of all active and inactive participants2011-01-011,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,101
Number of participants with account balances2011-01-01696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2009 401k membership
Total participants, beginning-of-year2009-01-01884
Total number of active participants reported on line 7a of the Form 55002009-01-01522
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01386
Total of all active and inactive participants2009-01-01908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01908
Number of participants with account balances2009-01-01710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT

Measure Date Value
2022 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-3,822,861
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,230,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,192,322
Expenses. Certain deemed distributions of participant loans2022-12-31$15,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,368,932
Value of total assets at end of year2022-12-31$34,677,884
Value of total assets at beginning of year2022-12-31$42,730,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,730
Total interest from all sources2022-12-31$189,176
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,248,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,248,515
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,565,162
Participant contributions at end of year2022-12-31$342,633
Participant contributions at beginning of year2022-12-31$333,216
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,347,946
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$5,909,054
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$366,664
Other income not declared elsewhere2022-12-31$-50,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,052,920
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,677,884
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$42,730,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$26,970,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,298,957
Interest on participant loans2022-12-31$15,974
Interest earned on other investments2022-12-31$173,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,016,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,189,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,579,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$437,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,192,322
Contract administrator fees2022-12-31$22,730
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2022-12-31010523282
2021 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,315,846
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,442,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,403,170
Expenses. Certain deemed distributions of participant loans2021-12-31$23,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,499,900
Value of total assets at end of year2021-12-31$42,730,804
Value of total assets at beginning of year2021-12-31$42,857,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,913
Total interest from all sources2021-12-31$225,226
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,867,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,867,421
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,521,244
Participant contributions at end of year2021-12-31$333,216
Participant contributions at beginning of year2021-12-31$327,018
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$61,304
Assets. Other investments not covered elsewhere at end of year2021-12-31$5,909,054
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$7,388,979
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$441,390
Other income not declared elsewhere2021-12-31$16,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-126,637
Value of net assets at end of year (total assets less liabilities)2021-12-31$42,730,804
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$42,857,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$34,298,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,888,456
Interest on participant loans2021-12-31$19,589
Interest earned on other investments2021-12-31$205,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,189,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,191,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,706,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$537,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,403,170
Contract administrator fees2021-12-31$15,913
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2021-12-31010523282
2020 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,400,226
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,923,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,882,360
Expenses. Certain deemed distributions of participant loans2020-12-31$28,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,056,653
Value of total assets at end of year2020-12-31$42,857,441
Value of total assets at beginning of year2020-12-31$39,380,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,790
Total interest from all sources2020-12-31$271,815
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,769,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,769,162
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,895,274
Participant contributions at end of year2020-12-31$327,018
Participant contributions at beginning of year2020-12-31$378,217
Participant contributions at end of year2020-12-31$61,304
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$7,388,979
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$6,942,219
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$520,473
Other income not declared elsewhere2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,477,046
Value of net assets at end of year (total assets less liabilities)2020-12-31$42,857,441
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$39,380,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,888,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$30,175,588
Interest on participant loans2020-12-31$24,241
Interest earned on other investments2020-12-31$247,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,191,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,884,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,302,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$640,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,882,360
Contract administrator fees2020-12-31$12,790
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2020-12-31010523282
2019 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,761,931
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,182,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,131,335
Expenses. Certain deemed distributions of participant loans2019-12-31$48,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,947,593
Value of total assets at end of year2019-12-31$39,380,395
Value of total assets at beginning of year2019-12-31$33,800,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,443
Total interest from all sources2019-12-31$250,912
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,818,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,818,721
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,069,373
Participant contributions at end of year2019-12-31$378,217
Participant contributions at beginning of year2019-12-31$318,245
Assets. Other investments not covered elsewhere at end of year2019-12-31$6,942,219
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$6,973,226
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$271,054
Other income not declared elsewhere2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,579,497
Value of net assets at end of year (total assets less liabilities)2019-12-31$39,380,395
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,800,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$30,175,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,552,357
Interest on participant loans2019-12-31$20,969
Interest earned on other investments2019-12-31$229,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,884,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,957,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,744,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$607,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,131,335
Contract administrator fees2019-12-31$2,443
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2019-12-31010523282
2018 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,817,585
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,421,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,396,855
Expenses. Certain deemed distributions of participant loans2018-12-31$22,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,223,847
Value of total assets at end of year2018-12-31$33,800,898
Value of total assets at beginning of year2018-12-31$34,404,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,625
Total interest from all sources2018-12-31$213,389
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,032,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,032,062
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,048,710
Participant contributions at end of year2018-12-31$318,245
Participant contributions at beginning of year2018-12-31$358,601
Assets. Other investments not covered elsewhere at end of year2018-12-31$6,973,226
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$6,621,160
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$616,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-603,687
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,800,898
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,404,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$24,552,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,459,261
Interest on participant loans2018-12-31$15,402
Interest earned on other investments2018-12-31$197,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,957,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,965,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,651,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$558,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,396,855
Contract administrator fees2018-12-31$1,625
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2018-12-31010523282
2017 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,568,839
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,791,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,743,755
Expenses. Certain deemed distributions of participant loans2017-12-31$45,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,548,744
Value of total assets at end of year2017-12-31$34,404,585
Value of total assets at beginning of year2017-12-31$30,627,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,569
Total interest from all sources2017-12-31$204,257
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,206,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,206,155
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,930,179
Participant contributions at end of year2017-12-31$358,601
Participant contributions at beginning of year2017-12-31$377,140
Assets. Other investments not covered elsewhere at end of year2017-12-31$6,621,160
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$6,860,564
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$181,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,777,531
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,404,585
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,627,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$25,459,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,284,064
Interest on participant loans2017-12-31$15,956
Interest earned on other investments2017-12-31$188,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,965,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,105,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,609,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$437,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,743,755
Contract administrator fees2017-12-31$1,569
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2017-12-31010523282
2016 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,893,593
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,048,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,005,548
Expenses. Certain deemed distributions of participant loans2016-12-31$41,774
Value of total corrective distributions2016-12-31$55
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,151,859
Value of total assets at end of year2016-12-31$30,627,054
Value of total assets at beginning of year2016-12-31$28,782,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,394
Total interest from all sources2016-12-31$93,465
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$847,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$847,501
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,469,378
Participant contributions at end of year2016-12-31$377,140
Participant contributions at beginning of year2016-12-31$341,373
Assets. Other investments not covered elsewhere at end of year2016-12-31$6,860,564
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$6,780,375
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$690,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,844,822
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,627,054
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$28,782,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,284,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,449,562
Interest on participant loans2016-12-31$15,617
Interest earned on other investments2016-12-31$77,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$29,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$29,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,105,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,180,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$800,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$992,397
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,005,548
Contract administrator fees2016-12-31$1,394
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2016-12-31010523282
2015 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,573,127
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,824,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,810,250
Expenses. Certain deemed distributions of participant loans2015-12-31$13,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,465,026
Value of total assets at end of year2015-12-31$28,782,232
Value of total assets at beginning of year2015-12-31$28,033,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,056
Total interest from all sources2015-12-31$181,833
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,060,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,060,729
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,451,737
Participant contributions at end of year2015-12-31$341,373
Participant contributions at beginning of year2015-12-31$248,637
Assets. Other investments not covered elsewhere at end of year2015-12-31$6,780,375
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$72,824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-9,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$748,690
Value of net assets at end of year (total assets less liabilities)2015-12-31$28,782,232
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$28,033,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,449,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,761,999
Interest on participant loans2015-12-31$10,265
Interest earned on other investments2015-12-31$171,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$29,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$29,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$29,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,180,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,993,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,125,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$940,465
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,810,250
Contract administrator fees2015-12-31$1,056
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2015-12-31010523282
2014 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,676,557
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,998,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,984,595
Expenses. Certain deemed distributions of participant loans2014-12-31$12,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,423,211
Value of total assets at end of year2014-12-31$28,033,542
Value of total assets at beginning of year2014-12-31$28,354,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,131
Total interest from all sources2014-12-31$183,321
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$930,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$930,504
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,462,263
Participant contributions at end of year2014-12-31$248,637
Participant contributions at beginning of year2014-12-31$206,019
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$173,291
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$32,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-321,455
Value of net assets at end of year (total assets less liabilities)2014-12-31$28,033,542
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,354,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,761,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$18,985,148
Interest on participant loans2014-12-31$9,711
Interest earned on other investments2014-12-31$173,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$29,029
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$80,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$80,222
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,993,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,083,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$107,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$787,657
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,984,595
Contract administrator fees2014-12-31$1,131
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2014-12-31010523282
2013 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16,989
Total income from all sources (including contributions)2013-12-31$4,827,787
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,307,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,246,142
Expenses. Certain deemed distributions of participant loans2013-12-31$58,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,305,589
Value of total assets at end of year2013-12-31$28,354,997
Value of total assets at beginning of year2013-12-31$24,852,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,919
Total interest from all sources2013-12-31$200,365
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$818,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$818,668
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,235,559
Participant contributions at end of year2013-12-31$206,019
Participant contributions at beginning of year2013-12-31$186,800
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$55,576
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$16,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,519,885
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,354,997
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,835,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$18,985,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,077,866
Interest on participant loans2013-12-31$7,834
Interest earned on other investments2013-12-31$192,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$80,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,083,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,815,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,503,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$14,454
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$771,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,246,142
Contract administrator fees2013-12-31$2,919
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2013-12-31010523282
2012 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,989
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$86,293
Total income from all sources (including contributions)2012-12-31$4,312,445
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,824,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,821,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,083,863
Value of total assets at end of year2012-12-31$24,852,101
Value of total assets at beginning of year2012-12-31$22,433,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,175
Total interest from all sources2012-12-31$209,881
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$279,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$279,966
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,233,950
Participant contributions at end of year2012-12-31$186,800
Participant contributions at beginning of year2012-12-31$254,768
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$78,019
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$49,388
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$16,989
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$86,293
Total non interest bearing cash at beginning of year2012-12-31$3,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,488,309
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,835,112
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,346,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,077,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,091,890
Interest on participant loans2012-12-31$8,634
Interest earned on other investments2012-12-31$201,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$44,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$44,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,815,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,294,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,738,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$771,894
Employer contributions (assets) at end of year2012-12-31$771,894
Employer contributions (assets) at beginning of year2012-12-31$694,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,821,961
Contract administrator fees2012-12-31$2,175
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2012-12-31010523282
2011 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$86,293
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,018
Total income from all sources (including contributions)2011-12-31$1,605,158
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,183,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,181,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,863,136
Value of total assets at end of year2011-12-31$22,433,096
Value of total assets at beginning of year2011-12-31$21,941,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,081
Total interest from all sources2011-12-31$223,105
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$297,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$297,763
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,118,419
Participant contributions at end of year2011-12-31$254,768
Participant contributions at beginning of year2011-12-31$271,402
Participant contributions at beginning of year2011-12-31$36,773
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$50,217
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$49,388
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$16,018
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$86,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$16,018
Total non interest bearing cash at end of year2011-12-31$3,924
Total non interest bearing cash at beginning of year2011-12-31$3,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$421,754
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,346,803
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,925,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,091,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,659,442
Interest on participant loans2011-12-31$9,218
Interest earned on other investments2011-12-31$213,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$44,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$9,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$9,782
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,294,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,826,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-778,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$694,500
Employer contributions (assets) at end of year2011-12-31$694,478
Employer contributions (assets) at beginning of year2011-12-31$117,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,181,323
Contract administrator fees2011-12-31$2,081
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2011-12-31010523282
2010 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$16,018
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$20,534
Total income from all sources (including contributions)2010-12-31$3,024,507
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$844,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$838,187
Expenses. Certain deemed distributions of participant loans2010-12-31$4,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,271,917
Value of total assets at end of year2010-12-31$21,941,067
Value of total assets at beginning of year2010-12-31$19,765,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,756
Total interest from all sources2010-12-31$248,432
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$333,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$333,632
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,043,689
Participant contributions at end of year2010-12-31$271,402
Participant contributions at beginning of year2010-12-31$334,492
Participant contributions at end of year2010-12-31$36,773
Participant contributions at beginning of year2010-12-31$32,002
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$110,646
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$16,018
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$20,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$16,018
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$20,534
Total non interest bearing cash at end of year2010-12-31$3,924
Total non interest bearing cash at beginning of year2010-12-31$3,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,179,922
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,925,049
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,745,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,659,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,792,009
Interest on participant loans2010-12-31$12,614
Interest earned on other investments2010-12-31$235,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$9,782
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,901
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,826,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,122,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,170,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$117,582
Employer contributions (assets) at end of year2010-12-31$117,582
Employer contributions (assets) at beginning of year2010-12-31$453,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$838,187
Contract administrator fees2010-12-31$1,756
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2010-12-31010523282
2009 : TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT

2022: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893706-007
Policy instance 2
Insurance contract or identification number893706-007
Number of Individuals Covered146
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number193942+030
Policy instance 1
Insurance contract or identification number193942+030
Number of Individuals Covered202
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,432
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $4,432
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893706-007
Policy instance 2
Insurance contract or identification number893706-007
Number of Individuals Covered153
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,543
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $5,543
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number193942+030
Policy instance 1
Insurance contract or identification number193942+030
Number of Individuals Covered209
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,975
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $3,975
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893706-007
Policy instance 2
Insurance contract or identification number893706-007
Number of Individuals Covered164
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,780
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $6,780
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number193942+030
Policy instance 1
Insurance contract or identification number193942+030
Number of Individuals Covered218
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,629
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $4,629
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893706-007
Policy instance 2
Insurance contract or identification number893706-007
Number of Individuals Covered173
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,834
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $6,834
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number193942+030
Policy instance 1
Insurance contract or identification number193942+030
Number of Individuals Covered229
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,034
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $5,034
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893706-007
Policy instance 2
Insurance contract or identification number893706-007
Number of Individuals Covered193
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,472
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $6,472
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number193942+030
Policy instance 1
Insurance contract or identification number193942+030
Number of Individuals Covered235
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,779
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $4,779
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893706-007
Policy instance 2
Insurance contract or identification number893706-007
Number of Individuals Covered194
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number193942+030
Policy instance 1
Insurance contract or identification number193942+030
Number of Individuals Covered241
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,786
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $4,786
Insurance broker organization code?4
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH

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