401k Plan data: INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS plan

INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 401k Plan overview

Plan Name	INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS
Plan identification number	001

INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 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.

401k Sponsoring company profile

INDIAN MOUNTAIN SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: INDIAN MOUNTAIN SCHOOL

Employer identification number (EIN): 060646681

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 CHERYL SLEBODA CHERYL SLEBODA 2019-01-16
001 2016-07-01 CHERYL SLEBODA CHERYL SLEBODA 2018-03-22
001 2015-07-01 CHERYL SLEBODA 2016-10-13
001 2014-07-01 CHERYL SLEBODA 2015-11-20
001 2013-07-01 DAVID FIORILLO 2014-12-12
001 2012-07-01 DAVID FIORILLO 2014-04-10
001 2011-07-01 DAVID FIORILLO 2014-04-10
001 2010-07-01 DAVID FIORILLO 2014-04-10
001 2009-07-01 DAVID FIORILLO 2014-04-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01	CHERYL SLEBODA		CHERYL SLEBODA	2019-01-16
001	2016-07-01	CHERYL SLEBODA		CHERYL SLEBODA	2018-03-22
001	2015-07-01	CHERYL SLEBODA	2016-10-13
001	2014-07-01	CHERYL SLEBODA	2015-11-20
001	2013-07-01	DAVID FIORILLO	2014-12-12
001	2012-07-01	DAVID FIORILLO	2014-04-10
001	2011-07-01	DAVID FIORILLO	2014-04-10
001	2010-07-01	DAVID FIORILLO	2014-04-10
001	2009-07-01	DAVID FIORILLO	2014-04-10

Plan Statistics for INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS

401k plan membership statisitcs for INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS

Measure Date Value
2022: INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2022 401k membership
Total participants, beginning-of-year 2022-07-01 250
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 103
Number of retired or separated participants receiving benefits 2022-07-01 7
Number of other retired or separated participants entitled to future benefits 2022-07-01 45
Total of all active and inactive participants 2022-07-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 155
Number of participants with account balances 2022-07-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2021 401k membership
Total participants, beginning-of-year 2021-07-01 165
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 102
Number of retired or separated participants receiving benefits 2021-07-01 7
Number of other retired or separated participants entitled to future benefits 2021-07-01 141
Total of all active and inactive participants 2021-07-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 250
Number of participants with account balances 2021-07-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2020 401k membership
Total participants, beginning-of-year 2020-07-01 149
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 104
Number of retired or separated participants receiving benefits 2020-07-01 12
Number of other retired or separated participants entitled to future benefits 2020-07-01 49
Total of all active and inactive participants 2020-07-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 165
Number of participants with account balances 2020-07-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2019 401k membership
Total participants, beginning-of-year 2019-07-01 166
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 84
Number of retired or separated participants receiving benefits 2019-07-01 11
Number of other retired or separated participants entitled to future benefits 2019-07-01 50
Total of all active and inactive participants 2019-07-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 145
Number of participants with account balances 2019-07-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2018 401k membership
Total participants, beginning-of-year 2018-07-01 169
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 97
Number of retired or separated participants receiving benefits 2018-07-01 13
Number of other retired or separated participants entitled to future benefits 2018-07-01 56
Total of all active and inactive participants 2018-07-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 166
Number of participants with account balances 2018-07-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2017 401k membership
Total participants, beginning-of-year 2017-07-01 157
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 99
Number of retired or separated participants receiving benefits 2017-07-01 16
Number of other retired or separated participants entitled to future benefits 2017-07-01 52
Total of all active and inactive participants 2017-07-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 167
Number of participants with account balances 2017-07-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2016 401k membership
Total participants, beginning-of-year 2016-07-01 151
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 115
Number of retired or separated participants receiving benefits 2016-07-01 11
Number of other retired or separated participants entitled to future benefits 2016-07-01 29
Total of all active and inactive participants 2016-07-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 155
Number of participants with account balances 2016-07-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0

Measure	Date	Value
2022: INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2022 401k membership
Total participants, beginning-of-year	2022-07-01	250
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	103
Number of retired or separated participants receiving benefits	2022-07-01	7
Number of other retired or separated participants entitled to future benefits	2022-07-01	45
Total of all active and inactive participants	2022-07-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	155
Number of participants with account balances	2022-07-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2021 401k membership
Total participants, beginning-of-year	2021-07-01	165
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	102
Number of retired or separated participants receiving benefits	2021-07-01	7
Number of other retired or separated participants entitled to future benefits	2021-07-01	141
Total of all active and inactive participants	2021-07-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	250
Number of participants with account balances	2021-07-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2020 401k membership
Total participants, beginning-of-year	2020-07-01	149
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	104
Number of retired or separated participants receiving benefits	2020-07-01	12
Number of other retired or separated participants entitled to future benefits	2020-07-01	49
Total of all active and inactive participants	2020-07-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	165
Number of participants with account balances	2020-07-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2019 401k membership
Total participants, beginning-of-year	2019-07-01	166
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	84
Number of retired or separated participants receiving benefits	2019-07-01	11
Number of other retired or separated participants entitled to future benefits	2019-07-01	50
Total of all active and inactive participants	2019-07-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	145
Number of participants with account balances	2019-07-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2018 401k membership
Total participants, beginning-of-year	2018-07-01	169
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	97
Number of retired or separated participants receiving benefits	2018-07-01	13
Number of other retired or separated participants entitled to future benefits	2018-07-01	56
Total of all active and inactive participants	2018-07-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	166
Number of participants with account balances	2018-07-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2017 401k membership
Total participants, beginning-of-year	2017-07-01	157
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	99
Number of retired or separated participants receiving benefits	2017-07-01	16
Number of other retired or separated participants entitled to future benefits	2017-07-01	52
Total of all active and inactive participants	2017-07-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	167
Number of participants with account balances	2017-07-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2016 401k membership
Total participants, beginning-of-year	2016-07-01	151
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	115
Number of retired or separated participants receiving benefits	2016-07-01	11
Number of other retired or separated participants entitled to future benefits	2016-07-01	29
Total of all active and inactive participants	2016-07-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	155
Number of participants with account balances	2016-07-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0

Financial Data on INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS

Measure	Date	Value
2023 : INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$1,506,020
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$399,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$398,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$585,221
Value of total assets at end of year	2023-06-30	$8,226,896
Value of total assets at beginning of year	2023-06-30	$7,120,168
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$651
Total interest from all sources	2023-06-30	$465
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$51,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$51,834
Administrative expenses professional fees incurred	2023-06-30	$651
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$349,745
Participant contributions at end of year	2023-06-30	$8,460
Participant contributions at beginning of year	2023-06-30	$11,179
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$6,544
Other income not declared elsewhere	2023-06-30	$39,200
Total non interest bearing cash at end of year	2023-06-30	$210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$1,106,728
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$8,226,896
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$7,120,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$7,021,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$5,797,913
Value of interest in pooled separate accounts at end of year	2023-06-30	$184,065
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$208,958
Interest on participant loans	2023-06-30	$465
Value of interest in common/collective trusts at end of year	2023-06-30	$102,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-06-30	$88,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-06-30	$88,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$908,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$1,014,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$848,040
Net investment gain/loss from pooled separate accounts	2023-06-30	$-18,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$228,932
Employer contributions (assets) at end of year	2023-06-30	$1,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$398,641
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-06-30	Yes
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	SEWARD AND MONDE
Accountancy firm EIN	2023-06-30	060530830
2022 : INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-553,985
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$609,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$608,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$511,547
Value of total assets at end of year	2022-06-30	$7,120,168
Value of total assets at beginning of year	2022-06-30	$8,283,478
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$482
Total interest from all sources	2022-06-30	$34,216
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$58,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$58,957
Administrative expenses professional fees incurred	2022-06-30	$482
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$300,016
Participant contributions at end of year	2022-06-30	$11,179
Participant contributions at beginning of year	2022-06-30	$18,545
Participant contributions at beginning of year	2022-06-30	$23,814
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$3,934
Total non interest bearing cash at beginning of year	2022-06-30	$1,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,163,310
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$7,120,168
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$8,283,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$5,797,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$6,767,028
Value of interest in pooled separate accounts at end of year	2022-06-30	$208,958
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$170,582
Interest on participant loans	2022-06-30	$651
Interest earned on other investments	2022-06-30	$33,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$88,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$88,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$88,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$1,014,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$1,196,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,197,967
Net investment gain/loss from pooled separate accounts	2022-06-30	$39,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$207,597
Employer contributions (assets) at beginning of year	2022-06-30	$16,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$608,843
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	SEWARD AND MONDE
Accountancy firm EIN	2022-06-30	060530830
2021 : INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$2,203,167
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$348,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$347,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$451,584
Value of total assets at end of year	2021-06-30	$8,283,478
Value of total assets at beginning of year	2021-06-30	$6,428,463
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$778
Total interest from all sources	2021-06-30	$37,704
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$37,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$37,323
Administrative expenses professional fees incurred	2021-06-30	$778
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$259,417
Participant contributions at end of year	2021-06-30	$18,545
Participant contributions at beginning of year	2021-06-30	$26,155
Participant contributions at end of year	2021-06-30	$23,814
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$564
Total non interest bearing cash at end of year	2021-06-30	$1,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$1,855,015
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$8,283,478
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$6,428,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$6,767,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$4,908,413
Value of interest in pooled separate accounts at end of year	2021-06-30	$170,582
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$201,435
Interest on participant loans	2021-06-30	$919
Interest earned on other investments	2021-06-30	$36,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$88,906
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$89,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$89,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$1,196,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$1,203,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,665,361
Net investment gain/loss from pooled separate accounts	2021-06-30	$11,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$191,603
Employer contributions (assets) at end of year	2021-06-30	$16,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$347,374
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	SEWARD AND MONDE
Accountancy firm EIN	2021-06-30	060530830
2020 : INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$728,680
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$425,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$424,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$417,089
Value of total assets at end of year	2020-06-30	$6,428,463
Value of total assets at beginning of year	2020-06-30	$6,124,799
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$441
Total interest from all sources	2020-06-30	$39,856
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$38,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$38,659
Administrative expenses professional fees incurred	2020-06-30	$441
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$228,962
Participant contributions at end of year	2020-06-30	$26,155
Participant contributions at beginning of year	2020-06-30	$14,792
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$2,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$303,664
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$6,428,463
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$6,124,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$4,908,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$4,717,375
Value of interest in pooled separate accounts at end of year	2020-06-30	$201,435
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$220,520
Interest on participant loans	2020-06-30	$638
Interest earned on other investments	2020-06-30	$39,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$89,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$56,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$56,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$1,203,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$1,116,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$231,016
Net investment gain/loss from pooled separate accounts	2020-06-30	$2,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$185,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$424,575
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	SEWARD AND MONDE
Accountancy firm EIN	2020-06-30	060530830
2019 : INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$824,495
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$723,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$722,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$490,105
Value of total assets at end of year	2019-06-30	$6,124,799
Value of total assets at beginning of year	2019-06-30	$6,023,331
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$615
Total interest from all sources	2019-06-30	$41,622
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$34,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$34,696
Administrative expenses professional fees incurred	2019-06-30	$615
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$202,858
Participant contributions at end of year	2019-06-30	$14,792
Participant contributions at beginning of year	2019-06-30	$21,847
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$120,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$101,468
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$6,124,799
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$6,023,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$4,717,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$4,471,369
Value of interest in pooled separate accounts at end of year	2019-06-30	$220,520
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$268,657
Interest on participant loans	2019-06-30	$868
Interest earned on other investments	2019-06-30	$40,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$56,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$105,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$105,682
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$1,116,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$1,155,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$246,090
Net investment gain/loss from pooled separate accounts	2019-06-30	$11,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$166,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$722,412
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	SEWARD AND MONDE
Accountancy firm EIN	2019-06-30	060530830
2018 : INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$982,709
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$819,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$815,942
Expenses. Certain deemed distributions of participant loans	2018-06-30	$2,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$435,688
Value of total assets at end of year	2018-06-30	$6,023,331
Value of total assets at beginning of year	2018-06-30	$5,859,694
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$310
Total interest from all sources	2018-06-30	$41,607
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$18,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$18,973
Administrative expenses professional fees incurred	2018-06-30	$310
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$202,854
Participant contributions at end of year	2018-06-30	$21,847
Participant contributions at beginning of year	2018-06-30	$29,099
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$57,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$163,637
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$6,023,331
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$5,859,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$4,471,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$4,343,743
Value of interest in pooled separate accounts at end of year	2018-06-30	$268,657
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$267,043
Interest on participant loans	2018-06-30	$1,099
Interest earned on other investments	2018-06-30	$40,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$105,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$121,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$121,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$1,155,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$1,097,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$473,597
Net investment gain/loss from pooled separate accounts	2018-06-30	$12,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$175,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$815,942
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	SEWARD AND MONDE
Accountancy firm EIN	2018-06-30	060530830
2017 : INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,085,760
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$185,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$185,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$461,882
Value of total assets at end of year	2017-06-30	$5,859,694
Value of total assets at beginning of year	2017-06-30	$4,959,721
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$325
Total interest from all sources	2017-06-30	$42,493
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$7,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$7,419
Administrative expenses professional fees incurred	2017-06-30	$325
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$242,496
Participant contributions at end of year	2017-06-30	$29,099
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$27,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$899,973
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$5,859,694
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$4,959,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$4,343,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$3,397,102
Value of interest in pooled separate accounts at end of year	2017-06-30	$267,043
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$338,811
Interest on participant loans	2017-06-30	$923
Interest earned on other investments	2017-06-30	$41,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$121,823
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$196,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$196,855
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$58
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$1,097,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$1,026,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$562,964
Net investment gain/loss from pooled separate accounts	2017-06-30	$11,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$192,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$185,462
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	Yes
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	SEWARD AND MONDE
Accountancy firm EIN	2017-06-30	060530830

Form 5500 Responses for INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS

2022: INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

328375

Policy instance

Insurance contract or identification number	328375
Number of Individuals Covered	117
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

GA-63856

Policy instance

Insurance contract or identification number	GA-63856
Number of Individuals Covered	14
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
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

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

Policy contract number

328375

Policy instance

Insurance contract or identification number	328375
Number of Individuals Covered	127
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

GA-63856

Policy instance

Insurance contract or identification number	GA-63856
Number of Individuals Covered	14
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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

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

Policy contract number

328375

Policy instance

Insurance contract or identification number	328375
Number of Individuals Covered	137
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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?	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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

GA-63856

Policy instance

Insurance contract or identification number	GA-63856
Number of Individuals Covered	15
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

GA-63856

Policy instance

Insurance contract or identification number	GA-63856
Number of Individuals Covered	15
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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?	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

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

Policy contract number

328375

Policy instance

Insurance contract or identification number	328375
Number of Individuals Covered	67
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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?	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

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

Policy contract number

328375

Policy instance

Insurance contract or identification number	328375
Number of Individuals Covered	194
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
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?	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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

GA-63856

Policy instance

Insurance contract or identification number	GA-63856
Number of Individuals Covered	16
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
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?	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

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

Policy contract number

328376

Policy instance

Insurance contract or identification number	328376
Number of Individuals Covered	0
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
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?	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

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

Policy contract number

328375

Policy instance

Insurance contract or identification number	328375
Number of Individuals Covered	194
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
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?	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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

GA-63856

Policy instance

Insurance contract or identification number	GA-63856
Number of Individuals Covered	18
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
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?	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

Potentially related plans

INDIAN MOUNTAIN MACHINE SHOP, INC. [EIN = 621854364]

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Company Name:	INDIAN MOUNTAIN SCHOOL
Employer identification number (EIN):	060646681
NAIC Classification:	611000