401k Plan data: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN plan

WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	002

WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

WILBRAHAM AND MONSON ACADEMY has sponsored the creation of one or more 401k plans.

Company Name: WILBRAHAM AND MONSON ACADEMY

Employer identification number (EIN): 042105838

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 KIM DAVIS
002 2016-01-01 KIM DAVIS
002 2015-01-01 JANET L. MURPHY
002 2014-01-01 JANET L. MURPHY
002 2013-01-01 JANET L. MURPHY
002 2012-01-01 JANET L. MURPHY 2013-09-05
002 2011-01-01 JANET L. MURPHY 2013-08-19
002 2010-01-01 JANET L. MURPHY 2011-10-17

Plan Statistics for WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 132
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 197
Total of all active and inactive participants 2023-01-01 329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 6
Total participants 2023-01-01 335
Number of participants with account balances 2023-01-01 332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 357
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 129
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 201
Total of all active and inactive participants 2022-01-01 330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 10
Total participants 2022-01-01 340
Number of participants with account balances 2022-01-01 332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 328
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 150
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 196
Total of all active and inactive participants 2021-01-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 11
Total participants 2021-01-01 357
Number of participants with account balances 2021-01-01 321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 329
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 124
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 200
Total of all active and inactive participants 2020-01-01 324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 4
Total participants 2020-01-01 328
Number of participants with account balances 2020-01-01 328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 323
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 125
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 201
Total of all active and inactive participants 2019-01-01 326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 329
Number of participants with account balances 2019-01-01 327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 316
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 111
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 209
Total of all active and inactive participants 2018-01-01 320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 3
Total participants 2018-01-01 323
Number of participants with account balances 2018-01-01 322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 334
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 126
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 188
Total of all active and inactive participants 2017-01-01 314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 316
Number of participants with account balances 2017-01-01 314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 145
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 187
Total of all active and inactive participants 2016-01-01 332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 334
Number of participants with account balances 2016-01-01 322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 341
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 133
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 200
Total of all active and inactive participants 2015-01-01 333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 335
Number of participants with account balances 2015-01-01 325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 309
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 103
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 235
Total of all active and inactive participants 2014-01-01 338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 3
Total participants 2014-01-01 341
Number of participants with account balances 2014-01-01 330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 249
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 57
Total of all active and inactive participants 2013-01-01 306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 3
Total participants 2013-01-01 309
Number of participants with account balances 2013-01-01 282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2023: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	132
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	197
Total of all active and inactive participants	2023-01-01	329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	6
Total participants	2023-01-01	335
Number of participants with account balances	2023-01-01	332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	357
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	129
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	201
Total of all active and inactive participants	2022-01-01	330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	10
Total participants	2022-01-01	340
Number of participants with account balances	2022-01-01	332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	328
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	150
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	196
Total of all active and inactive participants	2021-01-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	11
Total participants	2021-01-01	357
Number of participants with account balances	2021-01-01	321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	329
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	124
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	200
Total of all active and inactive participants	2020-01-01	324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	4
Total participants	2020-01-01	328
Number of participants with account balances	2020-01-01	328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	323
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	125
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	201
Total of all active and inactive participants	2019-01-01	326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	329
Number of participants with account balances	2019-01-01	327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	316
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	111
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	209
Total of all active and inactive participants	2018-01-01	320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	3
Total participants	2018-01-01	323
Number of participants with account balances	2018-01-01	322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	334
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	126
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	188
Total of all active and inactive participants	2017-01-01	314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	316
Number of participants with account balances	2017-01-01	314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	145
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	187
Total of all active and inactive participants	2016-01-01	332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	334
Number of participants with account balances	2016-01-01	322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	341
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	133
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	200
Total of all active and inactive participants	2015-01-01	333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	335
Number of participants with account balances	2015-01-01	325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	309
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	103
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	235
Total of all active and inactive participants	2014-01-01	338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	3
Total participants	2014-01-01	341
Number of participants with account balances	2014-01-01	330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	249
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	57
Total of all active and inactive participants	2013-01-01	306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	3
Total participants	2013-01-01	309
Number of participants with account balances	2013-01-01	282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2023 : WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$5,164,103
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,392,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,367,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,835,443
Value of total assets at end of year	2023-12-31	$26,894,613
Value of total assets at beginning of year	2023-12-31	$23,122,889
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$24,411
Total interest from all sources	2023-12-31	$228,873
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$270,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$270,423
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$752,640
Participant contributions at end of year	2023-12-31	$101,244
Participant contributions at beginning of year	2023-12-31	$67,604
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$87,818
Other income not declared elsewhere	2023-12-31	$7,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$3,771,724
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$26,894,613
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$23,122,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$18,171,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$14,286,131
Value of interest in pooled separate accounts at end of year	2023-12-31	$3,768,013
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$3,835,580
Interest on participant loans	2023-12-31	$4,224
Interest earned on other investments	2023-12-31	$224,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$4,854,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$4,933,574
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$201,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,519,601
Net investment gain/loss from pooled separate accounts	2023-12-31	$302,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$994,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,166,296
Contract administrator fees	2023-12-31	$24,411
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2023-12-31	410746749
2022 : WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,945,445
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,396,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,387,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,474,685
Value of total assets at end of year	2022-12-31	$23,122,889
Value of total assets at beginning of year	2022-12-31	$26,464,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$8,778
Total interest from all sources	2022-12-31	$198,652
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$221,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$221,993
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$665,229
Participant contributions at end of year	2022-12-31	$67,604
Participant contributions at beginning of year	2022-12-31	$23,034
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$139,233
Other income not declared elsewhere	2022-12-31	$6,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,341,860
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$23,122,889
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$26,464,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$14,286,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$16,969,239
Value of interest in pooled separate accounts at end of year	2022-12-31	$3,835,580
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$4,576,652
Interest on participant loans	2022-12-31	$2,145
Interest earned on other investments	2022-12-31	$196,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$4,933,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$4,895,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,234,646
Net investment gain/loss from pooled separate accounts	2022-12-31	$-612,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$670,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,387,637
Contract administrator fees	2022-12-31	$8,778
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$3,668,855
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,148,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,148,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$970,113
Value of total assets at end of year	2021-12-31	$26,464,749
Value of total assets at beginning of year	2021-12-31	$24,944,616
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$597
Total interest from all sources	2021-12-31	$168,927
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$276,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$276,575
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$630,918
Participant contributions at end of year	2021-12-31	$23,034
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$9,920
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$30,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,520,133
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$26,464,749
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$24,944,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$16,969,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$15,506,279
Value of interest in pooled separate accounts at end of year	2021-12-31	$4,576,652
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$4,433,539
Interest on participant loans	2021-12-31	$1,574
Interest earned on other investments	2021-12-31	$167,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$4,895,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$4,974,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,841,958
Net investment gain/loss from pooled separate accounts	2021-12-31	$411,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$329,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,148,125
Contract administrator fees	2021-12-31	$597
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$4,042,152
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,073,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,072,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,215,510
Value of total assets at end of year	2020-12-31	$24,944,616
Value of total assets at beginning of year	2020-12-31	$21,975,960
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$506
Total interest from all sources	2020-12-31	$197,931
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$139,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$139,616
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$594,247
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$30,168
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$39,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,968,656
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$24,944,616
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$21,975,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$15,506,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,772,761
Value of interest in pooled separate accounts at end of year	2020-12-31	$4,433,539
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,975,374
Interest on participant loans	2020-12-31	$2,123
Interest earned on other investments	2020-12-31	$195,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$4,974,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$5,188,130
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$171,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,998,732
Net investment gain/loss from pooled separate accounts	2020-12-31	$490,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$621,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$901,304
Contract administrator fees	2020-12-31	$506
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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 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	$4,242,849
Total income from all sources (including contributions)	2019-12-31	$4,242,849
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,239,428
Total of all expenses incurred	2019-12-31	$1,239,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,238,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,238,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,125,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,125,205
Value of total assets at end of year	2019-12-31	$21,975,960
Value of total assets at end of year	2019-12-31	$21,975,960
Value of total assets at beginning of year	2019-12-31	$18,972,539
Value of total assets at beginning of year	2019-12-31	$18,972,539
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$932
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$932
Total interest from all sources	2019-12-31	$200,295
Total interest from all sources	2019-12-31	$200,295
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$125,938
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$125,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$125,938
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$125,938
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$558,470
Amount contributed by the employer to the plan for this plan year	2019-12-31	$558,470
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$541,613
Contributions received from participants	2019-12-31	$541,613
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$25,122
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$25,122
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$39,695
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$39,695
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$48,678
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$48,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,003,421
Value of net income/loss	2019-12-31	$3,003,421
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$21,975,960
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$21,975,960
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$18,972,539
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$18,972,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,772,761
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,772,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,977,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,977,277
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,975,374
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,975,374
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,716,711
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,716,711
Interest on participant loans	2019-12-31	$2,669
Interest on participant loans	2019-12-31	$2,669
Interest earned on other investments	2019-12-31	$197,626
Interest earned on other investments	2019-12-31	$197,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$5,188,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$5,188,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$5,229,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$5,229,873
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$10,381
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$10,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,308,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,308,275
Net investment gain/loss from pooled separate accounts	2019-12-31	$483,136
Net investment gain/loss from pooled separate accounts	2019-12-31	$483,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$558,470
Contributions received in cash from employer	2019-12-31	$558,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,228,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,228,115
Contract administrator fees	2019-12-31	$932
Contract administrator fees	2019-12-31	$932
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BLUM SHAPIRO & CO. P.C.
Accountancy firm name	2019-12-31	BLUM SHAPIRO & CO. P.C.
Accountancy firm EIN	2019-12-31	061009205
Accountancy firm EIN	2019-12-31	061009205
2018 : WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$797,834
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,295,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,294,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,545,386
Value of total assets at end of year	2018-12-31	$18,972,539
Value of total assets at beginning of year	2018-12-31	$19,469,957
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$515
Total interest from all sources	2018-12-31	$205,777
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$85,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$85,662
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$567,518
Amount contributed by the employer to the plan for this plan year	2018-12-31	$567,518
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$560,563
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$417,305
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$48,678
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-497,418
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$18,972,539
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$19,469,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,977,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$10,498,359
Value of interest in pooled separate accounts at end of year	2018-12-31	$3,716,711
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$3,986,590
Interest on participant loans	2018-12-31	$619
Interest earned on other investments	2018-12-31	$205,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$5,229,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$4,985,008
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$382,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-803,717
Net investment gain or loss from common/collective trusts	2018-12-31	$-235,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$567,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$912,654
Contract administrator fees	2018-12-31	$515
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BLUM SHAPIRO & CO. P.C.
Accountancy firm EIN	2018-12-31	061009205
2017 : WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,664,167
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,126,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,126,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,406,629
Value of total assets at end of year	2017-12-31	$19,469,957
Value of total assets at beginning of year	2017-12-31	$16,932,374
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$395
Total interest from all sources	2017-12-31	$186,368
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$45,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$45,882
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$577,988
Amount contributed by the employer to the plan for this plan year	2017-12-31	$577,988
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$567,625
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$261,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,537,583
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$19,469,957
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$16,932,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$10,498,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,842,666
Value of interest in pooled separate accounts at end of year	2017-12-31	$3,986,590
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$3,541,841
Interest on participant loans	2017-12-31	$10
Interest earned on other investments	2017-12-31	$186,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$4,985,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$4,547,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,541,329
Net investment gain/loss from pooled separate accounts	2017-12-31	$483,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$577,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,126,189
Contract administrator fees	2017-12-31	$395
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BLUM SHAPIRO & CO. P.C.
Accountancy firm EIN	2017-12-31	061009205
2016 : WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,997,856
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,296,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,295,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,096,392
Value of total assets at end of year	2016-12-31	$16,932,374
Value of total assets at beginning of year	2016-12-31	$16,230,891
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$416
Total interest from all sources	2016-12-31	$187,333
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$554,003
Amount contributed by the employer to the plan for this plan year	2016-12-31	$554,003
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$479,526
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$17,325
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$62,863
Administrative expenses (other) incurred	2016-12-31	$416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$701,483
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$16,932,374
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$16,230,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,842,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$8,118,706
Value of interest in pooled separate accounts at end of year	2016-12-31	$3,541,841
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,770,111
Interest earned on other investments	2016-12-31	$187,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$4,547,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$4,324,749
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$40,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$516,861
Net investment gain/loss from pooled separate accounts	2016-12-31	$197,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$554,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,255,241
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BLUM SHAPIRO & CO. P.C.
Accountancy firm EIN	2016-12-31	061009205
2015 : WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,241,196
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,063,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,063,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,122,163
Value of total assets at end of year	2015-12-31	$16,230,891
Value of total assets at beginning of year	2015-12-31	$16,053,628
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$360
Total interest from all sources	2015-12-31	$170,964
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$528,301
Amount contributed by the employer to the plan for this plan year	2015-12-31	$528,301
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$427,397
Participant contributions at end of year	2015-12-31	$17,325
Participant contributions at beginning of year	2015-12-31	$2,925
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$166,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$177,263
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$16,230,891
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$16,053,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$8,118,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,850,639
Value of interest in pooled separate accounts at end of year	2015-12-31	$3,770,111
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,028,605
Interest on participant loans	2015-12-31	$604
Interest earned on other investments	2015-12-31	$170,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$4,324,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$4,171,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-6,921
Net investment gain/loss from pooled separate accounts	2015-12-31	$-45,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$528,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,063,573
Contract administrator fees	2015-12-31	$360
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BLUM SHAPIRO & CO. P.C.
Accountancy firm EIN	2015-12-31	061009205
2014 : WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,819,950
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$982,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$982,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$957,479
Value of total assets at end of year	2014-12-31	$16,053,628
Value of total assets at beginning of year	2014-12-31	$15,216,470
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$300
Total interest from all sources	2014-12-31	$172,450
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$411,214
Participant contributions at end of year	2014-12-31	$2,925
Participant contributions at beginning of year	2014-12-31	$4,097
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$22,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$837,158
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$16,053,628
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$15,216,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,850,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$10,843,339
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,028,605
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$215,514
Interest on participant loans	2014-12-31	$226
Interest earned on other investments	2014-12-31	$172,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$4,171,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$4,153,520
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$86,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$661,685
Net investment gain/loss from pooled separate accounts	2014-12-31	$28,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$523,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$896,238
Contract administrator fees	2014-12-31	$300
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BLUM SHAPIRO & CO. P.C.
Accountancy firm EIN	2014-12-31	061009205
2013 : WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$3,949,718
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,940,753
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$818,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$817,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$950,830
Value of total assets at end of year	2013-12-31	$15,216,470
Value of total assets at beginning of year	2013-12-31	$9,144,124
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$360
Total interest from all sources	2013-12-31	$163,392
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$418,774
Participant contributions at end of year	2013-12-31	$4,097
Participant contributions at beginning of year	2013-12-31	$5,238
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$8,404
Administrative expenses (other) incurred	2013-12-31	$360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,122,628
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$15,216,470
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,144,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$10,843,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,742,716
Value of interest in pooled separate accounts at end of year	2013-12-31	$215,514
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$161,840
Interest on participant loans	2013-12-31	$257
Interest earned on other investments	2013-12-31	$163,135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$4,153,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,234,330
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$440,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,807,552
Net investment gain/loss from pooled separate accounts	2013-12-31	$18,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$523,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$376,807
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BLUM SHAPIRO & CO. P.C.
Accountancy firm EIN	2013-12-31	061009205

Form 5500 Responses for WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

2023: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

19897580

Policy instance

Insurance contract or identification number	19897580
Number of Individuals Covered	13
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $3,482
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

366638

Policy instance

Insurance contract or identification number	366638
Number of Individuals Covered	254
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

19897580

Policy instance

Insurance contract or identification number	19897580
Number of Individuals Covered	16
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $4,413
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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 $3,653
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3

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

Policy contract number

366638

Policy instance

Insurance contract or identification number	366638
Number of Individuals Covered	254
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

19897580

Policy instance

Insurance contract or identification number	19897580
Number of Individuals Covered	17
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $4,358
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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 $3,803
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3

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

Policy contract number

366638

Policy instance

Insurance contract or identification number	366638
Number of Individuals Covered	258
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

19897580

Policy instance

Insurance contract or identification number	19897580
Number of Individuals Covered	17
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $3,979
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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 $3,369
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3

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

Policy contract number

366638

Policy instance

Insurance contract or identification number	366638
Number of Individuals Covered	266
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

19897580

Policy instance

Insurance contract or identification number	19897580
Number of Individuals Covered	19
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $4,079
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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 $3,616
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3

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

Policy contract number

366638

Policy instance

Insurance contract or identification number	366638
Number of Individuals Covered	272
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

19897580

Policy instance

Insurance contract or identification number	19897580
Number of Individuals Covered	24
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $4,539
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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 $4,163
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3

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

Policy contract number

366638

Policy instance

Insurance contract or identification number	366638
Number of Individuals Covered	281
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

19897580

Policy instance

Insurance contract or identification number	19897580
Number of Individuals Covered	26
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $6,252
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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 $5,809
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	THERON TINDALL AMERIPRISE

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

Policy contract number

366638

Policy instance

Insurance contract or identification number	366638
Number of Individuals Covered	284
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

19897580

Policy instance

Insurance contract or identification number	19897580
Number of Individuals Covered	33
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $19,721
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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 $18,370
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	THERON TINDALL AMERIPRISE

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

Policy contract number

366638

Policy instance

Insurance contract or identification number	366638
Number of Individuals Covered	292
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )

Policy contract number

19897580

Policy instance

Insurance contract or identification number	19897580
Number of Individuals Covered	31
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $22,096
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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 $21,145
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	KEITH BIXBY

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

Policy contract number

366638

Policy instance

Insurance contract or identification number	366638
Number of Individuals Covered	293
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

366638

Policy instance

Insurance contract or identification number	366638
Number of Individuals Covered	297
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WILBRAHAM AND MONSON ACADEMY
Employer identification number (EIN):	042105838
NAIC Classification:	611000