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POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NamePOLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN
Plan identification number 001

POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

POLY PREP COUNTRY DAY SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:POLY PREP COUNTRY DAY SCHOOL
Employer identification number (EIN):111630821
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LYNDA CASARELLA2024-10-15
0012022-01-01LYNDA CASARELLA2023-10-02
0012021-01-01LYNDA CASARELLA2022-09-19
0012020-01-01LYNDA CASARELLA2021-09-13
0012019-01-01
0012018-01-01
0012017-01-01ROBERT ABERLIN
0012016-01-01ROBERT ABERLIN
0012015-01-01ROBERT ABERLIN
0012014-01-01ROBERT ABERLIN
0012013-01-01ROBERT ABERLIN
0012012-01-01ROBERT ABERLIN
0012011-01-01ROBERT ABERLIN
0012009-01-01ROBERT ABERLIN
0012008-01-01ROBERT ABERLIN ROBERT ABERLIN2010-12-08
0012007-01-01ROBERT ABERLIN ROBERT ABERLIN2010-12-08
0012006-01-01ROBERT ABERLIN ROBERT ABERLIN2010-12-08
0012005-01-01ROBERT ABERLIN ROBERT ABERLIN2010-12-08
0012004-01-01ROBERT ABERLIN ROBERT ABERLIN2010-12-08
0012003-01-01ROBERT ABERLIN ROBERT ABERLIN2010-12-08
0012002-07-01ROBERT ABERLIN ROBERT ABERLIN2010-12-08

Plan Statistics for POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN

Measure Date Value
2023: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01652
Total number of active participants reported on line 7a of the Form 55002023-01-01297
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01369
Total of all active and inactive participants2023-01-01666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-01669
Number of participants with account balances2023-01-01665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01641
Total number of active participants reported on line 7a of the Form 55002022-01-01266
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01382
Total of all active and inactive participants2022-01-01648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01652
Number of participants with account balances2022-01-01646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01618
Total number of active participants reported on line 7a of the Form 55002021-01-01270
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01368
Total of all active and inactive participants2021-01-01638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01641
Number of participants with account balances2021-01-01637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01597
Total number of active participants reported on line 7a of the Form 55002020-01-01419
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01199
Total of all active and inactive participants2020-01-01618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01618
Number of participants with account balances2020-01-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01561
Total number of active participants reported on line 7a of the Form 55002019-01-01237
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01347
Total of all active and inactive participants2019-01-01584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01585
Number of participants with account balances2019-01-01585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01528
Total number of active participants reported on line 7a of the Form 55002018-01-01277
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01286
Total of all active and inactive participants2018-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01563
Number of participants with account balances2018-01-01561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01523
Total number of active participants reported on line 7a of the Form 55002017-01-01248
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01281
Total of all active and inactive participants2017-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01530
Number of participants with account balances2017-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01538
Total number of active participants reported on line 7a of the Form 55002016-01-01248
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01305
Total of all active and inactive participants2016-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01553
Number of participants with account balances2016-01-01529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01523
Total number of active participants reported on line 7a of the Form 55002015-01-01241
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01288
Total of all active and inactive participants2015-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01530
Number of participants with account balances2015-01-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01499
Total number of active participants reported on line 7a of the Form 55002014-01-01235
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01278
Total of all active and inactive participants2014-01-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01513
Number of participants with account balances2014-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01505
Total number of active participants reported on line 7a of the Form 55002013-01-01239
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01264
Total of all active and inactive participants2013-01-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01503
Number of participants with account balances2013-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01491
Total number of active participants reported on line 7a of the Form 55002012-01-01448
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01486
Number of participants with account balances2012-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01445
Total number of active participants reported on line 7a of the Form 55002011-01-01430
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01466
Number of participants with account balances2011-01-01443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01451
Total number of active participants reported on line 7a of the Form 55002009-01-01390
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01417
Number of participants with account balances2009-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2008 401k membership
Total of all active and inactive participants2008-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-010
2007: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2007 401k membership
Total of all active and inactive participants2007-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-010
2006: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2006 401k membership
Total of all active and inactive participants2006-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-010
2005: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2005 401k membership
Total of all active and inactive participants2005-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-010
2004: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2004 401k membership
Total of all active and inactive participants2004-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-01-010
Total participants2004-01-010
2003: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2003 401k membership
Total of all active and inactive participants2003-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-01-010
Total participants2003-01-010
2002: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2002 401k membership
Total of all active and inactive participants2002-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2002-07-010
Total participants2002-07-010

Financial Data on POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN

Measure Date Value
2023 : POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$16,116,301
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$8,205,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$8,073,669
Expenses. Certain deemed distributions of participant loans2023-12-31$2,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,788,559
Value of total assets at end of year2023-12-31$95,163,448
Value of total assets at beginning of year2023-12-31$87,252,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$128,660
Total interest from all sources2023-12-31$1,100,674
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$908,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$908,533
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,154,333
Participant contributions at end of year2023-12-31$190,809
Participant contributions at beginning of year2023-12-31$113,401
Other income not declared elsewhere2023-12-31$64,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$7,911,079
Value of net assets at end of year (total assets less liabilities)2023-12-31$95,163,448
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$87,252,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$67,867,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$64,032,876
Value of interest in pooled separate accounts at end of year2023-12-31$2,184,771
Value of interest in pooled separate accounts at beginning of year2023-12-31$2,882,215
Interest on participant loans2023-12-31$13,114
Interest earned on other investments2023-12-31$1,087,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$24,920,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$20,223,877
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$1,789,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$10,603,590
Net investment gain/loss from pooled separate accounts2023-12-31$-349,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,634,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$6,284,317
Contract administrator fees2023-12-31$128,660
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ARMANINO, LLP
Accountancy firm EIN2023-12-31946214841
2022 : POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,695,278
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,754,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,605,731
Expenses. Certain deemed distributions of participant loans2022-12-31$3,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,091,464
Value of total assets at end of year2022-12-31$87,252,369
Value of total assets at beginning of year2022-12-31$97,702,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$145,787
Total interest from all sources2022-12-31$802,660
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,001,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,001,923
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,165,628
Participant contributions at end of year2022-12-31$113,401
Participant contributions at beginning of year2022-12-31$31,238
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$318,819
Other income not declared elsewhere2022-12-31$139,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,449,871
Value of net assets at end of year (total assets less liabilities)2022-12-31$87,252,369
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$97,702,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$64,032,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$73,989,999
Value of interest in pooled separate accounts at end of year2022-12-31$2,882,215
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,227,255
Interest on participant loans2022-12-31$4,488
Interest earned on other investments2022-12-31$798,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$20,223,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$20,453,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,998,302
Net investment gain/loss from pooled separate accounts2022-12-31$267,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,607,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,605,731
Contract administrator fees2022-12-31$145,787
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ARMANINO, LLP
Accountancy firm EIN2022-12-31946214841
2021 : POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$15,016,042
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,333,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,152,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,749,173
Value of total assets at end of year2021-12-31$97,702,240
Value of total assets at beginning of year2021-12-31$86,019,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$180,541
Total interest from all sources2021-12-31$669,415
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,369,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,369,970
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,884,429
Participant contributions at end of year2021-12-31$31,238
Participant contributions at beginning of year2021-12-31$5,235
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$318,858
Other income not declared elsewhere2021-12-31$166,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$11,682,869
Value of net assets at end of year (total assets less liabilities)2021-12-31$97,702,240
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$86,019,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$73,989,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$63,169,289
Value of interest in pooled separate accounts at end of year2021-12-31$3,227,255
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,760,728
Interest on participant loans2021-12-31$1,045
Interest earned on other investments2021-12-31$668,370
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$20,453,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$20,084,119
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$250,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,567,627
Net investment gain/loss from pooled separate accounts2021-12-31$492,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,545,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,901,856
Contract administrator fees2021-12-31$180,541
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ARMANINO, LLP
Accountancy firm EIN2021-12-31946214841
2020 : POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$12,484,311
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,745,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,604,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,487,623
Value of total assets at end of year2020-12-31$86,019,371
Value of total assets at beginning of year2020-12-31$77,280,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$140,345
Total interest from all sources2020-12-31$707,749
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$642,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$642,061
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,855,295
Participant contributions at end of year2020-12-31$5,235
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$161,483
Administrative expenses (other) incurred2020-12-31$140,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,739,287
Value of net assets at end of year (total assets less liabilities)2020-12-31$86,019,371
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$77,280,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$63,169,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$56,773,782
Value of interest in pooled separate accounts at end of year2020-12-31$2,760,728
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,763,791
Interest on participant loans2020-12-31$38
Interest earned on other investments2020-12-31$707,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$20,084,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$17,742,511
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$366,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,670,571
Net investment gain/loss from pooled separate accounts2020-12-31$-23,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,470,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,238,373
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ARMANINO, LLP
Accountancy firm EIN2020-12-31946214841
2019 : POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$15,471,718
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,616,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,463,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,628,805
Value of total assets at end of year2019-12-31$77,280,084
Value of total assets at beginning of year2019-12-31$64,424,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$152,558
Total interest from all sources2019-12-31$684,642
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$652,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$652,263
Administrative expenses professional fees incurred2019-12-31$56,082
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,737,965
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$478,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,855,707
Value of net assets at end of year (total assets less liabilities)2019-12-31$77,280,084
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$64,424,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$56,773,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$44,475,457
Value of interest in pooled separate accounts at end of year2019-12-31$2,763,791
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,637,542
Interest earned on other investments2019-12-31$684,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$17,742,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,311,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,360,433
Net investment gain/loss from pooled separate accounts2019-12-31$145,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,412,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,463,453
Contract administrator fees2019-12-31$96,476
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EISNERAMPER LLP
Accountancy firm EIN2019-12-31131639826
2018 : POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$675,477
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,267,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,118,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,137,854
Value of total assets at end of year2018-12-31$64,424,377
Value of total assets at beginning of year2018-12-31$69,016,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$148,947
Total interest from all sources2018-12-31$705,351
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$781,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$781,840
Administrative expenses professional fees incurred2018-12-31$67,978
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,612,469
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$236,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,591,853
Value of net assets at end of year (total assets less liabilities)2018-12-31$64,424,377
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$69,016,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$44,475,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$48,899,976
Value of interest in pooled separate accounts at end of year2018-12-31$2,637,542
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,614,854
Interest earned on other investments2018-12-31$705,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$17,311,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$17,501,400
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$667,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,073,601
Net investment gain/loss from pooled separate accounts2018-12-31$124,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,288,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,450,872
Contract administrator fees2018-12-31$80,969
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EISNERAMPER LLP
Accountancy firm EIN2018-12-31131639826
2017 : POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$11,495,101
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,361,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,265,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,782,051
Value of total assets at end of year2017-12-31$69,016,230
Value of total assets at beginning of year2017-12-31$58,882,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$95,552
Total interest from all sources2017-12-31$695,258
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$562,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$562,071
Administrative expenses professional fees incurred2017-12-31$22,822
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,536,827
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$58,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,133,828
Value of net assets at end of year (total assets less liabilities)2017-12-31$69,016,230
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$58,882,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$48,899,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$39,307,912
Value of interest in pooled separate accounts at end of year2017-12-31$2,614,854
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,634,832
Interest earned on other investments2017-12-31$695,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$17,501,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$16,939,658
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$-479,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,343,206
Net investment gain/loss from pooled separate accounts2017-12-31$112,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,186,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,745,086
Contract administrator fees2017-12-31$72,730
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EISNERAMPER LLP
Accountancy firm EIN2017-12-31131639826
2016 : POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$7,056,120
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,416,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,360,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,266,702
Value of total assets at end of year2016-12-31$58,882,402
Value of total assets at beginning of year2016-12-31$55,242,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$56,180
Total interest from all sources2016-12-31$709,878
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$358,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$358,529
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,501,501
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$582,910
Other income not declared elsewhere2016-12-31$48,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,639,542
Value of net assets at end of year (total assets less liabilities)2016-12-31$58,882,402
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$55,242,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$39,307,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$36,409,461
Value of interest in pooled separate accounts at end of year2016-12-31$2,634,832
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,631,109
Interest earned on other investments2016-12-31$709,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$16,939,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$16,202,290
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$684,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,538,330
Net investment gain/loss from pooled separate accounts2016-12-31$133,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,182,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,675,713
Contract administrator fees2016-12-31$56,180
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EISNERAMPER LLP
Accountancy firm EIN2016-12-31131639826
2015 : POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$4,740,152
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,462,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,429,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,971,813
Value of total assets at end of year2015-12-31$55,242,860
Value of total assets at beginning of year2015-12-31$51,965,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$33,098
Total interest from all sources2015-12-31$652,778
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$263,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$263,504
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,404,716
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,412,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,277,775
Value of net assets at end of year (total assets less liabilities)2015-12-31$55,242,860
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$51,965,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$36,409,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$33,556,968
Value of interest in pooled separate accounts at end of year2015-12-31$2,631,109
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,417,018
Interest earned on other investments2015-12-31$652,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$16,202,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$15,991,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-344,671
Net investment gain/loss from pooled separate accounts2015-12-31$196,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,154,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,429,279
Contract administrator fees2015-12-31$33,098
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EISNERAMPER LLP
Accountancy firm EIN2015-12-31131639826
2014 : POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,420,950
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,267,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,244,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,455,277
Value of total assets at end of year2014-12-31$51,965,085
Value of total assets at beginning of year2014-12-31$47,811,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,742
Total interest from all sources2014-12-31$655,221
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$171,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$171,998
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,336,672
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,153,349
Value of net assets at end of year (total assets less liabilities)2014-12-31$51,965,085
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$47,811,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$33,556,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$30,469,065
Value of interest in pooled separate accounts at end of year2014-12-31$2,417,018
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,068,197
Interest earned on other investments2014-12-31$655,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$15,991,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$15,274,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,885,719
Net investment gain/loss from pooled separate accounts2014-12-31$252,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,114,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,244,859
Contract administrator fees2014-12-31$22,742
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EISNERAMPER LLP
Accountancy firm EIN2014-12-31131639826
2013 : POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,836,116
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,810,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,793,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,431,444
Value of total assets at end of year2013-12-31$47,811,736
Value of total assets at beginning of year2013-12-31$40,786,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,032
Total interest from all sources2013-12-31$612,172
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$128,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$128,801
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,324,649
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$40,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,025,551
Value of net assets at end of year (total assets less liabilities)2013-12-31$47,811,736
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$40,786,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$30,469,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,942,032
Value of interest in pooled separate accounts at end of year2013-12-31$2,068,197
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,728,978
Interest earned on other investments2013-12-31$612,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$15,274,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$17,115,175
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$212,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,489,065
Net investment gain/loss from pooled separate accounts2013-12-31$174,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,066,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,580,642
Contract administrator fees2013-12-31$17,032
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EISNERAMPER LLP
Accountancy firm EIN2013-12-31131639826
2012 : POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,234,140
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,937,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,932,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,439,508
Value of total assets at end of year2012-12-31$40,786,185
Value of total assets at beginning of year2012-12-31$36,489,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,522
Total interest from all sources2012-12-31$596,983
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$48,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$48,459
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,320,868
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$30,962
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$109,260
Other income not declared elsewhere2012-12-31$72,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,297,139
Value of net assets at end of year (total assets less liabilities)2012-12-31$40,786,185
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$36,489,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,942,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,021,908
Value of interest in pooled separate accounts at end of year2012-12-31$1,728,978
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,324,698
Interest earned on other investments2012-12-31$596,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$17,115,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$15,111,478
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,137,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,924,650
Net investment gain/loss from pooled separate accounts2012-12-31$151,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,009,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$795,263
Contract administrator fees2012-12-31$4,522
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EISNERAMPER LLP
Accountancy firm EIN2012-12-31131639826
2011 : POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$2,582,155
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,682,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,681,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,363,599
Value of total assets at end of year2011-12-31$36,489,046
Value of total assets at beginning of year2011-12-31$36,588,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$141
Total interest from all sources2011-12-31$597,883
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,526
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,161,758
Assets. Other investments not covered elsewhere at end of year2011-12-31$30,962
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$33,328
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$192,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-99,858
Value of net assets at end of year (total assets less liabilities)2011-12-31$36,489,046
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$36,588,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,021,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,916,811
Value of interest in pooled separate accounts at end of year2011-12-31$1,324,698
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,002,298
Interest earned on other investments2011-12-31$597,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$15,111,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$14,636,467
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,102,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-530,357
Net investment gain/loss from pooled separate accounts2011-12-31$147,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,008,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,579,756
Contract administrator fees2011-12-31$141
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31EISNERAMPER LLP
Accountancy firm EIN2011-12-31131639826
2010 : POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$3,714,467
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$5,066,030
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$643,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$643,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,967,380
Value of total assets at end of year2010-12-31$36,588,904
Value of total assets at beginning of year2010-12-31$28,452,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$545,394
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,080,024
Assets. Other investments not covered elsewhere at end of year2010-12-31$33,328
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$41,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,422,275
Value of net assets at end of year (total assets less liabilities)2010-12-31$36,588,904
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,452,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,916,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,367,886
Value of interest in pooled separate accounts at end of year2010-12-31$1,002,298
Value of interest in pooled separate accounts at beginning of year2010-12-31$610,554
Interest earned on other investments2010-12-31$545,394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$14,636,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$12,473,722
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$85,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,406,809
Net investment gain/loss from pooled separate accounts2010-12-31$105,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$887,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$558,249
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EISNERAMPER LLP
Accountancy firm EIN2010-12-31131639826
2009 : POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN

2023: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2005: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2004: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2003: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2002: POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN 2002 form 5500 responses
2002-07-01Type of plan entitySingle employer plan
2002-07-01Submission has been amendedNo
2002-07-01This submission is the final filingNo
2002-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2002-07-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500052
Policy instance 1
Insurance contract or identification number500052
Number of Individuals Covered680
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500052
Policy instance 1
Insurance contract or identification number500052
Number of Individuals Covered409
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500053
Policy instance 2
Insurance contract or identification number500053
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500052
Policy instance 1
Insurance contract or identification number500052
Number of Individuals Covered408
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500053
Policy instance 2
Insurance contract or identification number500053
Number of Individuals Covered96
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500052
Policy instance 1
Insurance contract or identification number500052
Number of Individuals Covered407
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500052
Policy instance 1
Insurance contract or identification number500052
Number of Individuals Covered413
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500053
Policy instance 2
Insurance contract or identification number500053
Number of Individuals Covered93
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500052
Policy instance 1
Insurance contract or identification number500052
Number of Individuals Covered414
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500053
Policy instance 2
Insurance contract or identification number500053
Number of Individuals Covered96
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500053
Policy instance 2
Insurance contract or identification number500053
Number of Individuals Covered94
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500052
Policy instance 1
Insurance contract or identification number500052
Number of Individuals Covered417
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500052
Policy instance 1
Insurance contract or identification number500052
Number of Individuals Covered427
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500053
Policy instance 2
Insurance contract or identification number500053
Number of Individuals Covered93
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number367124
Policy instance 1
Insurance contract or identification number367124
Number of Individuals Covered422
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500052
Policy instance 2
Insurance contract or identification number500052
Number of Individuals Covered51
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500053
Policy instance 3
Insurance contract or identification number500053
Number of Individuals Covered22
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500053
Policy instance 3
Insurance contract or identification number500053
Number of Individuals Covered19
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500052
Policy instance 2
Insurance contract or identification number500052
Number of Individuals Covered44
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number367124
Policy instance 1
Insurance contract or identification number367124
Number of Individuals Covered424
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number367124
Policy instance 1
Insurance contract or identification number367124
Number of Individuals Covered431
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500053
Policy instance 3
Insurance contract or identification number500053
Number of Individuals Covered76
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500052
Policy instance 2
Insurance contract or identification number500052
Number of Individuals Covered226
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number367124
Policy instance 1
Insurance contract or identification number367124
Number of Individuals Covered443
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500052
Policy instance 2
Insurance contract or identification number500052
Number of Individuals Covered199
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number367124
Policy instance 1
Insurance contract or identification number367124
Number of Individuals Covered423
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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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