401k Plan data: THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN plan

THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

THE BOSTON CONSERVATORY has sponsored the creation of one or more 401k plans.

Company Name: THE BOSTON CONSERVATORY

Employer identification number (EIN): 042126597

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01
001 2014-01-01 ERIC NORMAN
001 2013-01-01 ERIC NORMAN
001 2012-01-01 ERIC NORMAN
001 2011-01-01 ERIC NORMAN
001 2010-01-01 CARMEN GRIGGS CARMEN GRIGGS 2011-07-28
001 2009-01-01 CARMEN GRIGGS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01
001	2014-01-01	ERIC NORMAN
001	2013-01-01	ERIC NORMAN
001	2012-01-01	ERIC NORMAN
001	2011-01-01	ERIC NORMAN
001	2010-01-01	CARMEN GRIGGS	CARMEN GRIGGS	2011-07-28
001	2009-01-01	CARMEN GRIGGS

Plan Statistics for THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2015: THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 356
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 215
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 166
Total of all active and inactive participants 2015-01-01 381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 382
Number of participants with account balances 2015-01-01 320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 470
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 194
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 162
Total of all active and inactive participants 2014-01-01 356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 356
Number of participants with account balances 2014-01-01 316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 508
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 327
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 143
Total of all active and inactive participants 2013-01-01 470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 470
Number of participants with account balances 2013-01-01 289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 515
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 383
Number of other retired or separated participants entitled to future benefits 2012-01-01 125
Total of all active and inactive participants 2012-01-01 508
Total participants 2012-01-01 508
Number of participants with account balances 2012-01-01 264
2011: THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 857
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 370
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 145
Total of all active and inactive participants 2011-01-01 515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 515
Number of participants with account balances 2011-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 313
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 733
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 122
Total of all active and inactive participants 2010-01-01 855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 855
Number of participants with account balances 2010-01-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 300
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 297
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 16
Total of all active and inactive participants 2009-01-01 313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 313
Number of participants with account balances 2009-01-01 304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	356
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	215
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	166
Total of all active and inactive participants	2015-01-01	381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	382
Number of participants with account balances	2015-01-01	320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	470
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	194
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	162
Total of all active and inactive participants	2014-01-01	356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	356
Number of participants with account balances	2014-01-01	316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	508
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	327
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	143
Total of all active and inactive participants	2013-01-01	470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	470
Number of participants with account balances	2013-01-01	289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	515
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	383
Number of other retired or separated participants entitled to future benefits	2012-01-01	125
Total of all active and inactive participants	2012-01-01	508
Total participants	2012-01-01	508
Number of participants with account balances	2012-01-01	264
2011: THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	857
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	370
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	145
Total of all active and inactive participants	2011-01-01	515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	515
Number of participants with account balances	2011-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	313
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	733
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	122
Total of all active and inactive participants	2010-01-01	855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	855
Number of participants with account balances	2010-01-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	300
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	297
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	16
Total of all active and inactive participants	2009-01-01	313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	313
Number of participants with account balances	2009-01-01	304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2015 : THE BOSTON CONSERVATORY 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	$1,399,343
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,426,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,405,781
Expenses. Certain deemed distributions of participant loans	2015-12-31	$19,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,370,729
Value of total assets at end of year	2015-12-31	$17,880,645
Value of total assets at beginning of year	2015-12-31	$17,907,426
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$903
Total interest from all sources	2015-12-31	$104,411
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$545,255
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$545,255
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
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$752,304
Participant contributions at end of year	2015-12-31	$61,938
Participant contributions at beginning of year	2015-12-31	$64,050
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$41,966
Administrative expenses (other) incurred	2015-12-31	$903
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	$-26,781
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$17,880,645
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$17,907,426
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	$14,462,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$14,737,157
Value of interest in pooled separate accounts at end of year	2015-12-31	$332,395
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$375,117
Interest on participant loans	2015-12-31	$2,665
Interest earned on other investments	2015-12-31	$101,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,024,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,731,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-649,199
Net investment gain/loss from pooled separate accounts	2015-12-31	$28,147
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	$576,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,405,781
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	BERRY, DUNN, MCNEIL AND PARKER
Accountancy firm EIN	2015-12-31	010523282
2014 : THE BOSTON CONSERVATORY 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	$2,344,809
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$666,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$657,671
Expenses. Certain deemed distributions of participant loans	2014-12-31	$7,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,206,888
Value of total assets at end of year	2014-12-31	$17,907,426
Value of total assets at beginning of year	2014-12-31	$16,228,909
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$744
Total interest from all sources	2014-12-31	$106,350
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
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	$648,992
Participant contributions at end of year	2014-12-31	$64,050
Participant contributions at beginning of year	2014-12-31	$30,446
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$33,113
Administrative expenses (other) incurred	2014-12-31	$744
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	$1,678,517
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$17,907,426
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$16,228,909
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	$14,737,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$13,189,061
Value of interest in pooled separate accounts at end of year	2014-12-31	$375,117
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$340,181
Interest on participant loans	2014-12-31	$2,209
Interest earned on other investments	2014-12-31	$104,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,731,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,669,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$538,195
Net investment gain/loss from pooled separate accounts	2014-12-31	$493,376
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	No
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	$524,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$657,671
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	BERRY, DUNN, MCNEIL AND PARKER
Accountancy firm EIN	2014-12-31	010523282
2013 : THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,080,750
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$491,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$491,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,833,389
Value of total assets at end of year	2013-12-31	$16,228,910
Value of total assets at beginning of year	2013-12-31	$12,639,637
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$453
Total interest from all sources	2013-12-31	$101,861
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$624,973
Participant contributions at end of year	2013-12-31	$30,446
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$780,478
Administrative expenses (other) incurred	2013-12-31	$453
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	$3,589,273
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$16,228,910
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,639,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$7,611,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,207,242
Value of interest in pooled separate accounts at end of year	2013-12-31	$5,917,599
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$540,154
Interest on participant loans	2013-12-31	$670
Interest earned on other investments	2013-12-31	$101,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$327,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$327,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,669,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,565,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,678,699
Net investment gain/loss from pooled separate accounts	2013-12-31	$466,801
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	$427,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$491,024
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	BERRY, DUNN, MCNEIL AND PARKER
Accountancy firm EIN	2013-12-31	010523282
2012 : THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,465,543
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$555,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$555,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,162,272
Value of total assets at end of year	2012-12-31	$12,639,637
Value of total assets at beginning of year	2012-12-31	$10,729,462
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$95,422
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$592,232
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$170,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,910,175
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,639,637
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$10,729,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$9,207,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$7,604,032
Value of interest in pooled separate accounts at end of year	2012-12-31	$540,154
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$473,089
Interest earned on other investments	2012-12-31	$95,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$327,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$284,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$284,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,565,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,367,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,160,686
Net investment gain/loss from pooled separate accounts	2012-12-31	$47,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$399,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$555,368
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BERRY, DUNN, MCNEIL AND PARKER
Accountancy firm EIN	2012-12-31	010523282
2011 : THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,063,808
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$254,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$254,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,058,433
Value of total assets at end of year	2011-12-31	$10,729,462
Value of total assets at beginning of year	2011-12-31	$9,920,484
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$88,612
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$603,272
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$52,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$808,978
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$10,729,462
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,920,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$7,604,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,065,132
Value of interest in pooled separate accounts at end of year	2011-12-31	$473,089
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$375,835
Interest earned on other investments	2011-12-31	$88,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$284,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$346,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$346,968
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,367,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,132,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-134,821
Net investment gain/loss from pooled separate accounts	2011-12-31	$51,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$402,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$254,830
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ALEXANDER,ARONSON,FINNING & CO.,PC
Accountancy firm EIN	2011-12-31	042571780
2010 : THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,928,375
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$469,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$469,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$981,438
Value of total assets at end of year	2010-12-31	$9,920,484
Value of total assets at beginning of year	2010-12-31	$8,461,147
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$79,402
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$570,072
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$25,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,459,337
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$9,920,484
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,461,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,065,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,735,533
Value of interest in pooled separate accounts at end of year	2010-12-31	$375,835
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$281,547
Interest earned on other investments	2010-12-31	$79,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$346,968
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$363,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$363,207
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,132,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,080,860
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$255,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$825,175
Net investment gain/loss from pooled separate accounts	2010-12-31	$42,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$386,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$213,950
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ALEXANDER,ARONSON,FINNING & CO.,P.C
Accountancy firm EIN	2010-12-31	042571780
2009 : THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN

2015: THE BOSTON CONSERVATORY 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 funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE BOSTON CONSERVATORY 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 funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE BOSTON CONSERVATORY 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 funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE BOSTON CONSERVATORY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

366582

Policy instance

Insurance contract or identification number	366582
Number of Individuals Covered	208
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

666389

Policy instance

Insurance contract or identification number	666389
Number of Individuals Covered	188
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $6,562
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,562
Insurance broker organization code?	3
Insurance broker name	BARRY P PERKINS

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

666389

Policy instance

Insurance contract or identification number	666389
Number of Individuals Covered	175
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $6,703
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,703
Insurance broker organization code?	3
Insurance broker name	BARRY P PERKINS

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

Policy contract number

366582

Policy instance

Insurance contract or identification number	366582
Number of Individuals Covered	221
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

366582

Policy instance

Insurance contract or identification number	366582
Number of Individuals Covered	223
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

666389

Policy instance

Insurance contract or identification number	666389
Number of Individuals Covered	149
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $40,552
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $40,552
Insurance broker organization code?	3
Insurance broker name	BARRY P PERKINS

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

Policy contract number

366582

Policy instance

Insurance contract or identification number	366582
Number of Individuals Covered	264
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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

366582

Policy instance

Insurance contract or identification number	366582
Number of Individuals Covered	258
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
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

366582

Policy instance

Insurance contract or identification number	366582
Number of Individuals Covered	244
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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

Potentially related plans

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Company Name:	THE BOSTON CONSERVATORY
Employer identification number (EIN):	042126597
NAIC Classification:	611000