401k Plan data: VERMONT ADULT LEARNING RETIREMENT PLAN plan

VERMONT ADULT LEARNING RETIREMENT PLAN 401k Plan overview

Plan Name	VERMONT ADULT LEARNING RETIREMENT PLAN
Plan identification number	001

VERMONT ADULT LEARNING RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

VERMONT ADULT LEARNING has sponsored the creation of one or more 401k plans.

Company Name: VERMONT ADULT LEARNING

Employer identification number (EIN): 030276755

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VERMONT ADULT LEARNING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 HAL COHEN 2023-11-16
001 2021-07-01 HAL COHEN 2022-11-08
001 2020-07-01 HAL COHEN 2021-11-15
001 2019-07-01 HAL COHEN 2020-12-18
001 2018-07-01 HAL COHEN 2020-03-26
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01 MARY PAUL LOOMIS
001 2012-07-01 MARY PAUL LOOMIS
001 2009-07-01 SHEILA FENOFF-WILLETT
001 2009-07-01 SHEILA FENOFF-WILLETT
001 2009-07-01 SHEILA FENOFF-WILLETT
001 2008-07-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-07-01	HAL COHEN	2023-11-16
001	2021-07-01	HAL COHEN	2022-11-08
001	2020-07-01	HAL COHEN	2021-11-15
001	2019-07-01	HAL COHEN	2020-12-18
001	2018-07-01	HAL COHEN	2020-03-26
001	2017-07-01
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01	MARY PAUL LOOMIS
001	2012-07-01	MARY PAUL LOOMIS
001	2009-07-01	SHEILA FENOFF-WILLETT
001	2009-07-01	SHEILA FENOFF-WILLETT
001	2009-07-01	SHEILA FENOFF-WILLETT
001	2008-07-01

Plan Statistics for VERMONT ADULT LEARNING RETIREMENT PLAN

401k plan membership statisitcs for VERMONT ADULT LEARNING RETIREMENT PLAN

Measure Date Value
2022: VERMONT ADULT LEARNING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 134
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 91
Number of retired or separated participants receiving benefits 2022-07-01 12
Number of other retired or separated participants entitled to future benefits 2022-07-01 45
Total of all active and inactive participants 2022-07-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 148
Number of participants with account balances 2022-07-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: VERMONT ADULT LEARNING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 126
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 85
Number of retired or separated participants receiving benefits 2021-07-01 8
Number of other retired or separated participants entitled to future benefits 2021-07-01 40
Total of all active and inactive participants 2021-07-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 133
Number of participants with account balances 2021-07-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: VERMONT ADULT LEARNING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 129
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 76
Number of retired or separated participants receiving benefits 2020-07-01 11
Number of other retired or separated participants entitled to future benefits 2020-07-01 40
Total of all active and inactive participants 2020-07-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 127
Number of participants with account balances 2020-07-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: VERMONT ADULT LEARNING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 123
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 80
Number of retired or separated participants receiving benefits 2019-07-01 51
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 131
Number of participants with account balances 2019-07-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: VERMONT ADULT LEARNING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 121
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 83
Number of other retired or separated participants entitled to future benefits 2018-07-01 42
Total of all active and inactive participants 2018-07-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 125
Number of participants with account balances 2018-07-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: VERMONT ADULT LEARNING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 127
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 77
Number of other retired or separated participants entitled to future benefits 2017-07-01 44
Total of all active and inactive participants 2017-07-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 121
Number of participants with account balances 2017-07-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: VERMONT ADULT LEARNING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 121
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 87
Number of other retired or separated participants entitled to future benefits 2016-07-01 40
Total of all active and inactive participants 2016-07-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 127
Number of participants with account balances 2016-07-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: VERMONT ADULT LEARNING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 113
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 87
Number of other retired or separated participants entitled to future benefits 2015-07-01 34
Total of all active and inactive participants 2015-07-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 121
Number of participants with account balances 2015-07-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: VERMONT ADULT LEARNING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 111
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 84
Number of other retired or separated participants entitled to future benefits 2014-07-01 29
Total of all active and inactive participants 2014-07-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 113
Number of participants with account balances 2014-07-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: VERMONT ADULT LEARNING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 137
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 81
Number of other retired or separated participants entitled to future benefits 2013-07-01 29
Total of all active and inactive participants 2013-07-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 110
Number of participants with account balances 2013-07-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: VERMONT ADULT LEARNING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 189
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 101
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 36
Total of all active and inactive participants 2012-07-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 137
Number of participants with account balances 2012-07-01 116
2009: VERMONT ADULT LEARNING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 168
Total of all active and inactive participants 2009-07-01 0
Total participants 2009-07-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 177

Measure	Date	Value
2022: VERMONT ADULT LEARNING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	134
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	91
Number of retired or separated participants receiving benefits	2022-07-01	12
Number of other retired or separated participants entitled to future benefits	2022-07-01	45
Total of all active and inactive participants	2022-07-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	148
Number of participants with account balances	2022-07-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: VERMONT ADULT LEARNING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	126
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	85
Number of retired or separated participants receiving benefits	2021-07-01	8
Number of other retired or separated participants entitled to future benefits	2021-07-01	40
Total of all active and inactive participants	2021-07-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	133
Number of participants with account balances	2021-07-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: VERMONT ADULT LEARNING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	129
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	76
Number of retired or separated participants receiving benefits	2020-07-01	11
Number of other retired or separated participants entitled to future benefits	2020-07-01	40
Total of all active and inactive participants	2020-07-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	127
Number of participants with account balances	2020-07-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: VERMONT ADULT LEARNING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	123
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	80
Number of retired or separated participants receiving benefits	2019-07-01	51
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	131
Number of participants with account balances	2019-07-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: VERMONT ADULT LEARNING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	121
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	83
Number of other retired or separated participants entitled to future benefits	2018-07-01	42
Total of all active and inactive participants	2018-07-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	125
Number of participants with account balances	2018-07-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: VERMONT ADULT LEARNING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	127
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	77
Number of other retired or separated participants entitled to future benefits	2017-07-01	44
Total of all active and inactive participants	2017-07-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	121
Number of participants with account balances	2017-07-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: VERMONT ADULT LEARNING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	121
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	87
Number of other retired or separated participants entitled to future benefits	2016-07-01	40
Total of all active and inactive participants	2016-07-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	127
Number of participants with account balances	2016-07-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: VERMONT ADULT LEARNING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	113
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	87
Number of other retired or separated participants entitled to future benefits	2015-07-01	34
Total of all active and inactive participants	2015-07-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	121
Number of participants with account balances	2015-07-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: VERMONT ADULT LEARNING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	111
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	84
Number of other retired or separated participants entitled to future benefits	2014-07-01	29
Total of all active and inactive participants	2014-07-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	113
Number of participants with account balances	2014-07-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: VERMONT ADULT LEARNING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	137
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	81
Number of other retired or separated participants entitled to future benefits	2013-07-01	29
Total of all active and inactive participants	2013-07-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	110
Number of participants with account balances	2013-07-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: VERMONT ADULT LEARNING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	189
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	101
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	36
Total of all active and inactive participants	2012-07-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	137
Number of participants with account balances	2012-07-01	116
2009: VERMONT ADULT LEARNING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	168
Total of all active and inactive participants	2009-07-01	0
Total participants	2009-07-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	177

Financial Data on VERMONT ADULT LEARNING RETIREMENT PLAN

Measure	Date	Value
2023 : VERMONT ADULT LEARNING RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$708
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$16,711
Total income from all sources (including contributions)	2023-06-30	$638,715
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$117,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$106,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$309,331
Value of total assets at end of year	2023-06-30	$3,917,487
Value of total assets at beginning of year	2023-06-30	$3,412,710
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$11,086
Total interest from all sources	2023-06-30	$191
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Administrative expenses professional fees incurred	2023-06-30	$11,086
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$400,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$181,275
Participant contributions at end of year	2023-06-30	$4,672
Participant contributions at beginning of year	2023-06-30	$5,081
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$46,328
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-06-30	$708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-06-30	$16,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$520,780
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$3,916,779
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$3,395,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$3,200,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$2,678,300
Interest on participant loans	2023-06-30	$191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$712,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$729,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$329,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$81,728
Employer contributions (assets) at end of year	2023-06-30	$0
Employer contributions (assets) at beginning of year	2023-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$106,849
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	MCSOLEY MCCOY & COMPANY
Accountancy firm EIN	2023-06-30	030327374
2022 : VERMONT ADULT LEARNING RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$16,711
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$12,606
Total income from all sources (including contributions)	2022-06-30	$-134,950
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$192,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$181,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$282,427
Value of total assets at end of year	2022-06-30	$3,412,710
Value of total assets at beginning of year	2022-06-30	$3,736,329
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$11,717
Total interest from all sources	2022-06-30	$252
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Administrative expenses professional fees incurred	2022-06-30	$11,717
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$400,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$198,306
Participant contributions at end of year	2022-06-30	$5,081
Participant contributions at beginning of year	2022-06-30	$7,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$16,711
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$12,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-327,724
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$3,395,999
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$3,723,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$2,678,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$2,962,671
Interest on participant loans	2022-06-30	$252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$729,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$765,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-417,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$84,121
Employer contributions (assets) at end of year	2022-06-30	$0
Employer contributions (assets) at beginning of year	2022-06-30	$1,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$181,057
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	MCSOLEY MCCOY & COMPANY
Accountancy firm EIN	2022-06-30	030327374
2021 : VERMONT ADULT LEARNING RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$12,606
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$694
Total income from all sources (including contributions)	2021-06-30	$987,170
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$132,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$122,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$285,346
Value of total assets at end of year	2021-06-30	$3,736,329
Value of total assets at beginning of year	2021-06-30	$2,870,246
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$10,031
Total interest from all sources	2021-06-30	$221
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$300,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$179,280
Participant contributions at end of year	2021-06-30	$7,074
Participant contributions at beginning of year	2021-06-30	$2,618
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$17,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-06-30	$12,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-30	$694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$854,171
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$3,723,723
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$2,869,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$2,962,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$2,160,826
Interest on participant loans	2021-06-30	$221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$765,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$706,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$701,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$89,023
Employer contributions (assets) at end of year	2021-06-30	$1,084
Employer contributions (assets) at beginning of year	2021-06-30	$112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$122,968
Contract administrator fees	2021-06-30	$10,031
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	MCSOLEY MCCOY & COMPANY
Accountancy firm EIN	2021-06-30	030327374
2020 : VERMONT ADULT LEARNING RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$694
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$4,227
Total income from all sources (including contributions)	2020-06-30	$306,295
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$186,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$178,557
Expenses. Certain deemed distributions of participant loans	2020-06-30	$84
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$236,432
Value of total assets at end of year	2020-06-30	$2,870,246
Value of total assets at beginning of year	2020-06-30	$2,754,096
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$7,971
Total interest from all sources	2020-06-30	$168
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$300,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$159,762
Participant contributions at end of year	2020-06-30	$2,618
Participant contributions at beginning of year	2020-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-06-30	$694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$4,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$119,683
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$2,869,552
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$2,749,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$2,160,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$2,130,792
Interest on participant loans	2020-06-30	$168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$706,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$622,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$69,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$76,670
Employer contributions (assets) at end of year	2020-06-30	$112
Employer contributions (assets) at beginning of year	2020-06-30	$587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$178,557
Contract administrator fees	2020-06-30	$7,971
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	MCSOLEY MCCOY & COMPANY
Accountancy firm EIN	2020-06-30	030327374
2019 : VERMONT ADULT LEARNING RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$4,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$317,496
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$275,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$269,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$204,095
Value of total assets at end of year	2019-06-30	$2,754,096
Value of total assets at beginning of year	2019-06-30	$2,707,839
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$6,086
Total interest from all sources	2019-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$300,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$128,139
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$4,971
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-06-30	$4,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$42,030
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$2,749,869
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$2,707,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$2,130,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$2,039,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$622,717
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$668,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$113,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$70,985
Employer contributions (assets) at end of year	2019-06-30	$587
Employer contributions (assets) at beginning of year	2019-06-30	$739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$269,380
Contract administrator fees	2019-06-30	$6,086
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	MCSOLEY MCCOY & COMPANY
Accountancy firm EIN	2019-06-30	030327374
2018 : VERMONT ADULT LEARNING RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$396,148
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$507,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$501,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$178,091
Value of total assets at end of year	2018-06-30	$2,707,839
Value of total assets at beginning of year	2018-06-30	$2,818,729
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$5,637
Total interest from all sources	2018-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$300,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$111,695
Participant contributions at end of year	2018-06-30	$0
Participant contributions at beginning of year	2018-06-30	$722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$-110,890
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$2,707,839
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$2,818,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$2,039,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$2,308,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$668,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$509,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$218,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$66,396
Employer contributions (assets) at end of year	2018-06-30	$739
Employer contributions (assets) at beginning of year	2018-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$501,401
Contract administrator fees	2018-06-30	$5,637
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	MCSOLEY MCCOY & COMPANY
Accountancy firm EIN	2018-06-30	030327374
2017 : VERMONT ADULT LEARNING RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$607,883
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$215,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$209,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$350,295
Value of total assets at end of year	2017-06-30	$2,818,729
Value of total assets at beginning of year	2017-06-30	$2,426,767
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$5,945
Total interest from all sources	2017-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$300,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$110,687
Participant contributions at end of year	2017-06-30	$722
Participant contributions at beginning of year	2017-06-30	$3,920
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$172,446
Other income not declared elsewhere	2017-06-30	$1,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$391,962
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$2,818,729
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$2,426,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$2,308,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$1,815,039
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$509,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$605,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$255,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$67,162
Employer contributions (assets) at end of year	2017-06-30	$0
Employer contributions (assets) at beginning of year	2017-06-30	$2,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$209,976
Contract administrator fees	2017-06-30	$5,945
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	A M PEISCH & COMPANY, LLP
Accountancy firm EIN	2017-06-30	030210880
2016 : VERMONT ADULT LEARNING RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$139,528
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$94,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$91,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$172,061
Value of total assets at end of year	2016-06-30	$2,426,767
Value of total assets at beginning of year	2016-06-30	$2,381,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$3,324
Total interest from all sources	2016-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$300,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$89,187
Participant contributions at end of year	2016-06-30	$3,920
Participant contributions at beginning of year	2016-06-30	$3,299
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$24,176
Other income not declared elsewhere	2016-06-30	$16,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$44,826
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$2,426,767
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$2,381,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$1,815,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$1,932,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$605,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$444,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-49,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$58,698
Employer contributions (assets) at end of year	2016-06-30	$2,428
Employer contributions (assets) at beginning of year	2016-06-30	$2,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$91,378
Contract administrator fees	2016-06-30	$3,324
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	A M PEISCH & COMPANY, LLP
Accountancy firm EIN	2016-06-30	030210880
2015 : VERMONT ADULT LEARNING RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$271,630
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$357,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$353,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$179,324
Value of total assets at end of year	2015-06-30	$2,381,941
Value of total assets at beginning of year	2015-06-30	$2,467,663
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$4,152
Total interest from all sources	2015-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$300,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$100,696
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$51,298
Participant contributions at end of year	2015-06-30	$3,299
Participant contributions at beginning of year	2015-06-30	$4,571
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$19,644
Other income not declared elsewhere	2015-06-30	$17,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-85,722
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$2,381,941
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$2,467,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$1,932,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$1,913,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$444,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$495,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$74,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$58,984
Employer contributions (assets) at end of year	2015-06-30	$2,155
Employer contributions (assets) at beginning of year	2015-06-30	$3,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$353,200
Contract administrator fees	2015-06-30	$4,152
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	A M PEISCH & COMPANY, LLP
Accountancy firm EIN	2015-06-30	030210880
2014 : VERMONT ADULT LEARNING RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$585,877
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$719,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$715,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$190,767
Value of total assets at end of year	2014-06-30	$2,467,663
Value of total assets at beginning of year	2014-06-30	$2,601,559
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$3,982
Total interest from all sources	2014-06-30	$3,093
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$300,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$125,800
Participant contributions at end of year	2014-06-30	$51,298
Participant contributions at beginning of year	2014-06-30	$100,615
Participant contributions at end of year	2014-06-30	$4,571
Participant contributions at beginning of year	2014-06-30	$5,079
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$1,655
Other income not declared elsewhere	2014-06-30	$18,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$-133,896
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$2,467,663
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$2,601,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$1,913,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$1,986,294
Interest on participant loans	2014-06-30	$3,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$495,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$506,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$373,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$63,312
Employer contributions (assets) at end of year	2014-06-30	$3,199
Employer contributions (assets) at beginning of year	2014-06-30	$3,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$715,791
Contract administrator fees	2014-06-30	$3,982
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	A M PEISCH & COMPANY, LLP
Accountancy firm EIN	2014-06-30	030210880
2013 : VERMONT ADULT LEARNING RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$504,415
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$331,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$327,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$196,527
Value of total assets at end of year	2013-06-30	$2,601,559
Value of total assets at beginning of year	2013-06-30	$2,428,234
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$3,673
Total interest from all sources	2013-06-30	$2,990
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$300,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$128,490
Participant contributions at end of year	2013-06-30	$100,615
Participant contributions at beginning of year	2013-06-30	$66,276
Participant contributions at end of year	2013-06-30	$5,079
Participant contributions at beginning of year	2013-06-30	$5,431
Other income not declared elsewhere	2013-06-30	$19,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$173,325
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$2,601,559
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$2,428,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-06-30	$37,420
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$1,986,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$1,720,290
Interest on participant loans	2013-06-30	$2,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$506,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$633,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$285,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$68,037
Employer contributions (assets) at end of year	2013-06-30	$3,145
Employer contributions (assets) at beginning of year	2013-06-30	$2,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$327,417
Contract administrator fees	2013-06-30	$3,673
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	A M PEISCH & COMPANY, LLP
Accountancy firm EIN	2013-06-30	030210880

Form 5500 Responses for VERMONT ADULT LEARNING RETIREMENT PLAN

2022: VERMONT ADULT LEARNING RETIREMENT PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: VERMONT ADULT LEARNING RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: VERMONT ADULT LEARNING RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: VERMONT ADULT LEARNING RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: VERMONT ADULT LEARNING RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: VERMONT ADULT LEARNING RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: VERMONT ADULT LEARNING RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: VERMONT ADULT LEARNING RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: VERMONT ADULT LEARNING RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: VERMONT ADULT LEARNING RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: VERMONT ADULT LEARNING RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2009: VERMONT ADULT LEARNING RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2008: VERMONT ADULT LEARNING RETIREMENT PLAN 2008 form 5500 responses
2008-07-01	Type of plan entity	Single employer plan
2008-07-01	Submission has been amended	No
2008-07-01	This submission is the final filing	No
2008-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-07-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

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

Policy contract number

41017

Policy instance

Insurance contract or identification number	41017
Number of Individuals Covered	65
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $81
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $70
Insurance broker organization code?	3

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

Policy contract number

41017

Policy instance

Insurance contract or identification number	41017
Number of Individuals Covered	67
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $119
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $80
Insurance broker organization code?	3

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

Policy contract number

41017

Policy instance

Insurance contract or identification number	41017
Number of Individuals Covered	73
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $151
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $140
Insurance broker organization code?	3

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

Policy contract number

41017

Policy instance

Insurance contract or identification number	41017
Number of Individuals Covered	81
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $92
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $92
Insurance broker organization code?	3

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

Policy contract number

41017

Policy instance

Insurance contract or identification number	41017
Number of Individuals Covered	84
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $243
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $208
Insurance broker organization code?	3

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

Policy contract number

41017

Policy instance

Insurance contract or identification number	41017
Number of Individuals Covered	100
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $2,532
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	VERMONT ADULT LEARNING
Employer identification number (EIN):	030276755
NAIC Classification:	611000