401k Plan data: WHITBY SCHOOL DC PLAN plan

WHITBY SCHOOL DC PLAN 401k Plan overview

Plan Name	WHITBY SCHOOL DC PLAN
Plan identification number	001

WHITBY SCHOOL DC PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

THE WHITBY SCHOOL, INC has sponsored the creation of one or more 401k plans.

Company Name: THE WHITBY SCHOOL, INC

Employer identification number (EIN): 060732917

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITBY SCHOOL DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ELYSSA SIMINERIO 2023-02-23
001 2021-01-01 J. MCCORMICK, DIRECTOR OF FINANCE 2022-10-11
001 2020-01-01 J. MCCORMICK, DIRECTOR OF FINANCE 2021-06-04
001 2019-01-01 ELLEN KIM, INTERIM CFO 2020-08-21
001 2018-01-01
001 2017-01-01 MICHELLE SUMMERS MICHELLE SUMMERS 2018-07-16
001 2016-01-01 CONNIE HEWITT CONNIE HEWITT 2017-09-14
001 2015-01-01 CONNIE HEWITT
001 2014-01-01
001 2013-01-01
001 2012-01-01 NICHOLAS CHERONIS
001 2011-01-01 ROBERT F CURIS
001 2010-01-01 JUDE RENZINI
001 2009-01-01 JUDE RENZINI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ELYSSA SIMINERIO	2023-02-23
001	2021-01-01	J. MCCORMICK, DIRECTOR OF FINANCE	2022-10-11
001	2020-01-01	J. MCCORMICK, DIRECTOR OF FINANCE	2021-06-04
001	2019-01-01	ELLEN KIM, INTERIM CFO	2020-08-21
001	2018-01-01
001	2017-01-01	MICHELLE SUMMERS		MICHELLE SUMMERS	2018-07-16
001	2016-01-01	CONNIE HEWITT		CONNIE HEWITT	2017-09-14
001	2015-01-01	CONNIE HEWITT
001	2014-01-01
001	2013-01-01
001	2012-01-01	NICHOLAS CHERONIS
001	2011-01-01	ROBERT F CURIS
001	2010-01-01	JUDE RENZINI
001	2009-01-01	JUDE RENZINI

Plan Statistics for WHITBY SCHOOL DC PLAN

401k plan membership statisitcs for WHITBY SCHOOL DC PLAN

Measure Date Value
2022: WHITBY SCHOOL DC PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 216
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WHITBY SCHOOL DC PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 67
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 145
Total of all active and inactive participants 2021-01-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 4
Total participants 2021-01-01 216
Number of participants with account balances 2021-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WHITBY SCHOOL DC PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 53
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 154
Total of all active and inactive participants 2020-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 208
Number of participants with account balances 2020-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WHITBY SCHOOL DC PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 60
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 149
Total of all active and inactive participants 2019-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 209
Number of participants with account balances 2019-01-01 209
2018: WHITBY SCHOOL DC PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 74
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 137
Total of all active and inactive participants 2018-01-01 211
Total participants 2018-01-01 211
Number of participants with account balances 2018-01-01 208
2017: WHITBY SCHOOL DC PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 214
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 93
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 122
Total of all active and inactive participants 2017-01-01 215
Total participants 2017-01-01 215
Number of participants with account balances 2017-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WHITBY SCHOOL DC PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 87
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 126
Total of all active and inactive participants 2016-01-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 214
Number of participants with account balances 2016-01-01 212
2015: WHITBY SCHOOL DC PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 122
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 131
Total of all active and inactive participants 2015-01-01 253
Total participants 2015-01-01 253
Number of participants with account balances 2015-01-01 247
2014: WHITBY SCHOOL DC PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 175
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 65
Total of all active and inactive participants 2014-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 240
Number of participants with account balances 2014-01-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WHITBY SCHOOL DC PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 136
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 38
Total of all active and inactive participants 2013-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 174
Number of participants with account balances 2013-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WHITBY SCHOOL DC PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 124
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 37
Total of all active and inactive participants 2012-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 161
Number of participants with account balances 2012-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WHITBY SCHOOL DC PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 128
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 29
Total of all active and inactive participants 2011-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 157
Number of participants with account balances 2011-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: WHITBY SCHOOL DC PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 120
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 26
Total of all active and inactive participants 2010-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 146
Number of participants with account balances 2010-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: WHITBY SCHOOL DC PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 124
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 22
Total of all active and inactive participants 2009-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 146
Number of participants with account balances 2009-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: WHITBY SCHOOL DC PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	216
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WHITBY SCHOOL DC PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	67
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	145
Total of all active and inactive participants	2021-01-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	4
Total participants	2021-01-01	216
Number of participants with account balances	2021-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WHITBY SCHOOL DC PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	53
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	154
Total of all active and inactive participants	2020-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	208
Number of participants with account balances	2020-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WHITBY SCHOOL DC PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	60
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	149
Total of all active and inactive participants	2019-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	209
Number of participants with account balances	2019-01-01	209
2018: WHITBY SCHOOL DC PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	74
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	137
Total of all active and inactive participants	2018-01-01	211
Total participants	2018-01-01	211
Number of participants with account balances	2018-01-01	208
2017: WHITBY SCHOOL DC PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	214
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	93
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	122
Total of all active and inactive participants	2017-01-01	215
Total participants	2017-01-01	215
Number of participants with account balances	2017-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WHITBY SCHOOL DC PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	87
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	126
Total of all active and inactive participants	2016-01-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	214
Number of participants with account balances	2016-01-01	212
2015: WHITBY SCHOOL DC PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	122
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	131
Total of all active and inactive participants	2015-01-01	253
Total participants	2015-01-01	253
Number of participants with account balances	2015-01-01	247
2014: WHITBY SCHOOL DC PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	175
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	65
Total of all active and inactive participants	2014-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	240
Number of participants with account balances	2014-01-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WHITBY SCHOOL DC PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	136
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	38
Total of all active and inactive participants	2013-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	174
Number of participants with account balances	2013-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WHITBY SCHOOL DC PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	124
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	37
Total of all active and inactive participants	2012-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	161
Number of participants with account balances	2012-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WHITBY SCHOOL DC PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	128
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	29
Total of all active and inactive participants	2011-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	157
Number of participants with account balances	2011-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: WHITBY SCHOOL DC PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	120
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	26
Total of all active and inactive participants	2010-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	146
Number of participants with account balances	2010-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: WHITBY SCHOOL DC PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	124
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	22
Total of all active and inactive participants	2009-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	146
Number of participants with account balances	2009-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WHITBY SCHOOL DC PLAN

Measure	Date	Value
2022 : WHITBY SCHOOL DC PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-05-31	$0
Total transfer of assets from this plan	2022-05-31	$13,393,274
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$0
Total income from all sources (including contributions)	2022-05-31	$-1,221,808
Total loss/gain on sale of assets	2022-05-31	$0
Total of all expenses incurred	2022-05-31	$153,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-05-31	$153,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-05-31	$306,499
Value of total assets at end of year	2022-05-31	$0
Value of total assets at beginning of year	2022-05-31	$14,768,114
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-05-31	$0
Total interest from all sources	2022-05-31	$43,435
Total dividends received (eg from common stock, registered investment company shares)	2022-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-05-31	No
Was this plan covered by a fidelity bond	2022-05-31	Yes
Value of fidelity bond cover	2022-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-05-31	No
Contributions received from participants	2022-05-31	$195,545
Income. Received or receivable in cash from other sources (including rollovers)	2022-05-31	$17,076
Assets. Loans (other than to participants) at end of year	2022-05-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-05-31	$38,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Value of net income/loss	2022-05-31	$-1,374,840
Value of net assets at end of year (total assets less liabilities)	2022-05-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-05-31	$14,768,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-05-31	No
Were any leases to which the plan was party in default or uncollectible	2022-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-05-31	$11,655,934
Value of interest in pooled separate accounts at end of year	2022-05-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-05-31	$591,230
Interest on participant loans	2022-05-31	$649
Interest earned on other investments	2022-05-31	$42,786
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-05-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-05-31	$2,482,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-05-31	$-1,630,789
Net investment gain/loss from pooled separate accounts	2022-05-31	$59,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-05-31	No
Was there a failure to transmit to the plan any participant contributions	2022-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-05-31	No
Contributions received in cash from employer	2022-05-31	$93,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-05-31	$153,032
Did the plan have assets held for investment	2022-05-31	No
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	2022-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2022-05-31	Unqualified
Accountancy firm name	2022-05-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2022-05-31	271728945
2021 : WHITBY SCHOOL DC PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,433,660
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$615,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$614,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$656,764
Value of total assets at end of year	2021-12-31	$14,768,114
Value of total assets at beginning of year	2021-12-31	$12,949,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$175
Total interest from all sources	2021-12-31	$86,788
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$433,351
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$16,282
Assets. Loans (other than to participants) at end of year	2021-12-31	$38,598
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$9,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,818,506
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$14,768,114
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,949,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,655,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,970,712
Value of interest in pooled separate accounts at end of year	2021-12-31	$591,230
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$507,139
Interest on participant loans	2021-12-31	$1,226
Interest earned on other investments	2021-12-31	$85,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,482,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,462,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,601,365
Net investment gain/loss from pooled separate accounts	2021-12-31	$88,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$207,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$614,979
Contract administrator fees	2021-12-31	$175
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2021-12-31	271728945
2020 : WHITBY SCHOOL DC PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,279,221
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,259,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,259,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$566,864
Value of total assets at end of year	2020-12-31	$12,949,608
Value of total assets at beginning of year	2020-12-31	$11,930,384
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$94,554
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$359,818
Assets. Loans (other than to participants) at end of year	2020-12-31	$9,000
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,019,224
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,949,608
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$11,930,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,970,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,791,499
Value of interest in pooled separate accounts at end of year	2020-12-31	$507,139
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$741,794
Interest earned on other investments	2020-12-31	$94,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,462,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,397,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,625,184
Net investment gain/loss from pooled separate accounts	2020-12-31	$-7,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$207,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,259,997
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2020-12-31	271728945
2019 : WHITBY SCHOOL DC PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,434,662
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$422,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$422,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$643,185
Value of total assets at end of year	2019-12-31	$11,930,384
Value of total assets at beginning of year	2019-12-31	$9,918,354
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$91,098
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$388,444
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$23,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,012,030
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,930,384
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,918,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,791,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,968,018
Value of interest in pooled separate accounts at end of year	2019-12-31	$741,794
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$679,675
Interest earned on other investments	2019-12-31	$91,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,397,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,270,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,662,364
Net investment gain/loss from pooled separate accounts	2019-12-31	$38,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$231,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$422,632
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2019-12-31	271728945
2018 : WHITBY SCHOOL DC PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$7,395
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$551,677
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$564,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$564,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$912,231
Value of total assets at end of year	2018-12-31	$9,918,354
Value of total assets at beginning of year	2018-12-31	$9,924,158
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$89,175
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$468,421
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$170,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-13,199
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,918,354
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,924,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,968,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,213,235
Value of interest in pooled separate accounts at end of year	2018-12-31	$679,675
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$641,127
Interest earned on other investments	2018-12-31	$89,175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,270,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,069,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-481,060
Net investment gain/loss from pooled separate accounts	2018-12-31	$31,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$273,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$564,876
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	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2018-12-31	271728945
2017 : WHITBY SCHOOL DC PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,068,311
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$264,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$264,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$816,283
Value of total assets at end of year	2017-12-31	$9,924,158
Value of total assets at beginning of year	2017-12-31	$8,120,382
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$78,036
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$504,187
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$23,625
Other income not declared elsewhere	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,803,776
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,924,158
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,120,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,213,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,671,681
Interest earned on other investments	2017-12-31	$78,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$641,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$558,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$558,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,069,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,889,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,148,281
Net investment gain/loss from pooled separate accounts	2017-12-31	$25,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$288,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$264,535
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	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2017-12-31	271728945
2016 : WHITBY SCHOOL DC PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,180,494
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$547,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$547,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$741,617
Value of total assets at end of year	2016-12-31	$8,120,382
Value of total assets at beginning of year	2016-12-31	$7,487,541
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$79,774
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$472,184
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$4,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$632,841
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,120,382
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,487,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,671,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,209,346
Value of interest in pooled separate accounts at end of year	2016-12-31	$558,846
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$459,591
Interest earned on other investments	2016-12-31	$79,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,889,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,818,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$333,430
Net investment gain/loss from pooled separate accounts	2016-12-31	$25,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$264,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$547,653
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	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN	2016-12-31	271728945
2015 : WHITBY SCHOOL DC 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	$803,691
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$411,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$411,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$686,875
Value of total assets at end of year	2015-12-31	$7,487,541
Value of total assets at beginning of year	2015-12-31	$7,094,992
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$77,177
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$431,983
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$11,774
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	$392,549
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,487,541
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,094,992
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	$5,209,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,788,137
Value of interest in pooled separate accounts at end of year	2015-12-31	$459,591
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$383,653
Interest earned on other investments	2015-12-31	$77,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,818,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,923,202
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$158,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$7,167
Net investment gain/loss from pooled separate accounts	2015-12-31	$32,472
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	$243,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$253,032
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	RSM US LLP
Accountancy firm EIN	2015-12-31	420714325
2014 : WHITBY SCHOOL DC PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,041,960
Total of all expenses incurred	2014-12-31	$501,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$501,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$603,404
Value of total assets at end of year	2014-12-31	$7,094,992
Value of total assets at beginning of year	2014-12-31	$6,554,505
Total interest from all sources	2014-12-31	$78,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
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	$389,474
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$5,411
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	$540,487
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,094,992
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,554,505
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	$4,788,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,476,996
Value of interest in pooled separate accounts at end of year	2014-12-31	$383,653
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$245,493
Interest earned on other investments	2014-12-31	$78,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,923,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,832,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$321,532
Net investment gain/loss from pooled separate accounts	2014-12-31	$38,267
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	$208,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$501,473
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	MCGLADREY LLP
Accountancy firm EIN	2014-12-31	420714325
2013 : WHITBY SCHOOL DC PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$55,709
Total unrealized appreciation/depreciation of assets	2013-12-31	$55,709
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	$1,408,304
Total of all expenses incurred	2013-12-31	$337,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$337,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$513,194
Value of total assets at end of year	2013-12-31	$6,554,505
Value of total assets at beginning of year	2013-12-31	$5,483,567
Total interest from all sources	2013-12-31	$17,689
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$109
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
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	$314,308
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$11,772
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$8,805
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	$1,070,938
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,554,505
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,483,567
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	$4,476,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,517,605
Value of interest in pooled separate accounts at end of year	2013-12-31	$245,493
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$197,711
Interest earned on other investments	2013-12-31	$17,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,832,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,750,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$801,387
Net investment gain/loss from pooled separate accounts	2013-12-31	$20,216
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	No
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	$190,081
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$6,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$337,366
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	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MCGLADREY LLP
Accountancy firm EIN	2013-12-31	420714325
2012 : WHITBY SCHOOL DC PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$436,199
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	$846,434
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$300,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$300,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$385,981
Value of total assets at end of year	2012-12-31	$5,047,368
Value of total assets at beginning of year	2012-12-31	$4,501,764
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$15,100
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
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	$232,875
Participant contributions at end of year	2012-12-31	$10,999
Participant contributions at beginning of year	2012-12-31	$17,762
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$5,772
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	$545,604
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,047,368
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,501,764
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	$3,205,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,733,655
Value of interest in pooled separate accounts at end of year	2012-12-31	$172,380
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$139,089
Interest earned on other investments	2012-12-31	$15,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,651,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,598,164
Net investment gain/loss from pooled separate accounts	2012-12-31	$445,353
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	No
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	$147,334
Employer contributions (assets) at end of year	2012-12-31	$6,472
Employer contributions (assets) at beginning of year	2012-12-31	$13,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$300,830
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	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MCGLADREY LLP
Accountancy firm EIN	2012-12-31	420714325
2011 : WHITBY SCHOOL DC 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	$384,914
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$128,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$128,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$356,269
Value of total assets at end of year	2011-12-31	$4,501,764
Value of total assets at beginning of year	2011-12-31	$4,245,085
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$63,671
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
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	$136,373
Participant contributions at end of year	2011-12-31	$17,762
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$31,896
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	$256,679
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,501,764
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,245,085
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	$2,733,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,608,707
Value of interest in pooled separate accounts at end of year	2011-12-31	$139,089
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$105,215
Interest earned on other investments	2011-12-31	$63,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,598,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,531,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-49,683
Net investment gain/loss from pooled separate accounts	2011-12-31	$14,657
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	No
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	$188,000
Employer contributions (assets) at end of year	2011-12-31	$13,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$128,235
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	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MCGLADREY LLP
Accountancy firm EIN	2011-12-31	420714325
2010 : WHITBY SCHOOL DC 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	$646,125
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$278,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$278,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$290,596
Value of total assets at end of year	2010-12-31	$4,245,085
Value of total assets at beginning of year	2010-12-31	$3,877,212
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	No
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	$163,691
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$4,139,870
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$3,803,941
Other income not declared elsewhere	2010-12-31	$355,529
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	$367,874
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,245,085
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,877,212
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 pooled separate accounts at end of year	2010-12-31	$105,215
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$73,271
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	No
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	$126,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$278,251
Did the plan have assets held for investment	2010-12-31	No
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	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MCGLADREY & PULLEN, LLP
Accountancy firm EIN	2010-12-31	420714325
2009 : WHITBY SCHOOL DC 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 WHITBY SCHOOL DC PLAN

2022: WHITBY SCHOOL DC PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: WHITBY SCHOOL DC PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: WHITBY SCHOOL DC PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: WHITBY SCHOOL DC PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: WHITBY SCHOOL DC PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: WHITBY SCHOOL DC PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: WHITBY SCHOOL DC PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: WHITBY SCHOOL DC PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: WHITBY SCHOOL DC PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: WHITBY SCHOOL DC PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: WHITBY SCHOOL DC PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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 benefit arrangement – Insurance	Yes
2011: WHITBY SCHOOL DC 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 benefit arrangement – Insurance	Yes
2010: WHITBY SCHOOL DC PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
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 benefit arrangement – Insurance	Yes
2009: WHITBY SCHOOL DC 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

328355

Policy instance

Insurance contract or identification number	328355
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-05-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

328355

Policy instance

Insurance contract or identification number	328355
Number of Individuals Covered	215
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

328355

Policy instance

Insurance contract or identification number	328355
Number of Individuals Covered	211
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

328355

Policy instance

Insurance contract or identification number	328355
Number of Individuals Covered	213
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

328355

Policy instance

Insurance contract or identification number	328355
Number of Individuals Covered	208
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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?	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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

328355

Policy instance

Insurance contract or identification number	328355
Number of Individuals Covered	218
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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?	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

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

Policy contract number

328355

Policy instance

Insurance contract or identification number	328355
Number of Individuals Covered	189
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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

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

Policy contract number

328356

Policy instance

Insurance contract or identification number	328356
Number of Individuals Covered	58
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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

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

Policy contract number

328356

Policy instance

Insurance contract or identification number	328356
Number of Individuals Covered	52
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

328355

Policy instance

Insurance contract or identification number	328355
Number of Individuals Covered	182
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

328355

Policy instance

Insurance contract or identification number	328355
Number of Individuals Covered	168
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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

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

Policy contract number

328356

Policy instance

Insurance contract or identification number	328356
Number of Individuals Covered	46
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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

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

Policy contract number

328355

Policy instance

Insurance contract or identification number	328355
Number of Individuals Covered	155
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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

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

Policy contract number

328356

Policy instance

Insurance contract or identification number	328356
Number of Individuals Covered	43
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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

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

Policy contract number

328355

Policy instance

Insurance contract or identification number	328355
Number of Individuals Covered	152
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
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

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

Policy contract number

328355

Policy instance

Insurance contract or identification number	328355
Number of Individuals Covered	120
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

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The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	THE WHITBY SCHOOL, INC
Employer identification number (EIN):	060732917
NAIC Classification:	611000