TREVOR DAY SCHOOL has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023: TREVOR DAY SCHOOL 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 193 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 198 |
| Total of all active and inactive participants | 2023-01-01 | 198 |
| Total participants | 2023-01-01 | 198 |
| 2022: TREVOR DAY SCHOOL 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 192 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 193 |
| Total of all active and inactive participants | 2022-01-01 | 193 |
| Total participants | 2022-01-01 | 193 |
| 2021: TREVOR DAY SCHOOL 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 194 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 192 |
| Total of all active and inactive participants | 2021-01-01 | 192 |
| Total participants | 2021-01-01 | 192 |
| 2020: TREVOR DAY SCHOOL 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 198 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 194 |
| Total of all active and inactive participants | 2020-01-01 | 194 |
| Total participants | 2020-01-01 | 194 |
| Number of participants with account balances | 2020-01-01 | 194 |
| 2019: TREVOR DAY SCHOOL 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 199 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 198 |
| Total of all active and inactive participants | 2019-07-01 | 198 |
| Total participants | 2019-07-01 | 198 |
| Number of participants with account balances | 2019-07-01 | 198 |
| 2018: TREVOR DAY SCHOOL 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 201 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 199 |
| Total of all active and inactive participants | 2018-07-01 | 199 |
| Total participants | 2018-07-01 | 199 |
| Number of participants with account balances | 2018-07-01 | 199 |
| 2017: TREVOR DAY SCHOOL 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 177 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 201 |
| Total of all active and inactive participants | 2017-07-01 | 201 |
| Total participants | 2017-07-01 | 201 |
| Number of participants with account balances | 2017-07-01 | 201 |
| 2016: TREVOR DAY SCHOOL 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 168 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 177 |
| Total of all active and inactive participants | 2016-07-01 | 177 |
| Total participants | 2016-07-01 | 177 |
| Number of participants with account balances | 2016-07-01 | 177 |
| 2015: TREVOR DAY SCHOOL 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 197 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 168 |
| Total of all active and inactive participants | 2015-07-01 | 168 |
| Total participants | 2015-07-01 | 168 |
| Number of participants with account balances | 2015-07-01 | 168 |
| 2014: TREVOR DAY SCHOOL 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-02-01 | 197 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-02-01 | 197 |
| Total of all active and inactive participants | 2014-02-01 | 197 |
| Total participants | 2014-02-01 | 197 |
| 2013: TREVOR DAY SCHOOL 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-02-01 | 199 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 199 |
| Total of all active and inactive participants | 2013-02-01 | 199 |
| Total participants | 2013-02-01 | 199 |
| 2012: TREVOR DAY SCHOOL 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-02-01 | 199 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-02-01 | 199 |
| Total of all active and inactive participants | 2012-02-01 | 199 |
| Total participants | 2012-02-01 | 199 |
| Number of employers contributing to the scheme | 2012-02-01 | 0 |
| 2009: TREVOR DAY SCHOOL 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 192 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 192 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 192 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 192 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 2023: TREVOR DAY SCHOOL 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: TREVOR DAY SCHOOL 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: TREVOR DAY SCHOOL 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: TREVOR DAY SCHOOL 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | Yes |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: TREVOR DAY SCHOOL 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | Yes |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: TREVOR DAY SCHOOL 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: TREVOR DAY SCHOOL 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: TREVOR DAY SCHOOL 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: TREVOR DAY SCHOOL 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: TREVOR DAY SCHOOL 2014 form 5500 responses |
|---|
| 2014-02-01 | Type of plan entity | Single employer plan |
| 2014-02-01 | Submission has been amended | No |
| 2014-02-01 | This submission is the final filing | No |
| 2014-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-02-01 | Plan is a collectively bargained plan | No |
| 2014-02-01 | Plan funding arrangement – Insurance | Yes |
| 2014-02-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-02-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: TREVOR DAY SCHOOL 2013 form 5500 responses |
|---|
| 2013-02-01 | Type of plan entity | Single employer plan |
| 2013-02-01 | Submission has been amended | No |
| 2013-02-01 | This submission is the final filing | No |
| 2013-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-02-01 | Plan is a collectively bargained plan | No |
| 2013-02-01 | Plan funding arrangement – Insurance | Yes |
| 2013-02-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-02-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: TREVOR DAY SCHOOL 2012 form 5500 responses |
|---|
| 2012-02-01 | Type of plan entity | Single employer plan |
| 2012-02-01 | Submission has been amended | No |
| 2012-02-01 | This submission is the final filing | No |
| 2012-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-02-01 | Plan is a collectively bargained plan | No |
| 2012-02-01 | Plan funding arrangement – Insurance | Yes |
| 2012-02-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-02-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: TREVOR DAY SCHOOL 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 458364 |
| Policy instance | 1 |
| Insurance contract or identification number | 458364 | | Number of Individuals Covered | 198 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $8,008 | | Total amount of fees paid to insurance company | USD $1,890 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 458364 |
| Policy instance | 1 |
| Insurance contract or identification number | 458364 | | Number of Individuals Covered | 193 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $7,802 | | Total amount of fees paid to insurance company | USD $1,759 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,802 | | Amount paid for insurance broker fees | 1759 | | Additional information about fees paid to insurance broker | ADDITIONAL COMP PAID |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 458364 |
| Policy instance | 1 |
| Insurance contract or identification number | 458364 | | Number of Individuals Covered | 192 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $7,432 | | Total amount of fees paid to insurance company | USD $1,668 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,432 | | Amount paid for insurance broker fees | 1668 | | Additional information about fees paid to insurance broker | ADDITIONAL COMP PAID |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 458364 |
| Policy instance | 1 |
| Insurance contract or identification number | 458364 | | Number of Individuals Covered | 194 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2021-01-01 | | Total amount of commissions paid to insurance broker | USD $7,888 | | Total amount of fees paid to insurance company | USD $1,238 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,888 | | Amount paid for insurance broker fees | 1238 | | Additional information about fees paid to insurance broker | ADDITIONAL COMP PAID |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 458364 |
| Policy instance | 1 |
| Insurance contract or identification number | 458364 | | Number of Individuals Covered | 198 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-07-01 | | Total amount of commissions paid to insurance broker | USD $6,259 | | Total amount of fees paid to insurance company | USD $957 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,259 | | Amount paid for insurance broker fees | 957 | | Additional information about fees paid to insurance broker | ADDITIONAL COMP PAID |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 458364 |
| Policy instance | 1 |
| Insurance contract or identification number | 458364 | | Number of Individuals Covered | 199 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-07-01 | | Total amount of commissions paid to insurance broker | USD $8,343 | | Total amount of fees paid to insurance company | USD $1,236 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,343 | | Amount paid for insurance broker fees | 1236 | | Additional information about fees paid to insurance broker | ADDITIONAL COMP PAID |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 458364 |
| Policy instance | 1 |
| Insurance contract or identification number | 458364 | | Number of Individuals Covered | 201 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-07-01 | | Total amount of commissions paid to insurance broker | USD $7,446 | | Total amount of fees paid to insurance company | USD $1,047 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,446 | | Amount paid for insurance broker fees | 1047 | | Additional information about fees paid to insurance broker | ADDITIONAL COMP PAID |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 458364 |
| Policy instance | 1 |
| Insurance contract or identification number | 458364 | | Number of Individuals Covered | 177 | | Insurance policy start date | 2016-07-01 | | Insurance policy end date | 2017-07-01 | | Total amount of commissions paid to insurance broker | USD $6,903 | | Total amount of fees paid to insurance company | USD $956 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,903 | | Amount paid for insurance broker fees | 956 | | Additional information about fees paid to insurance broker | ADDITIONAL COMP PAID |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 458364 |
| Policy instance | 1 |
| Insurance contract or identification number | 458364 | | Number of Individuals Covered | 168 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-07-01 | | Total amount of commissions paid to insurance broker | USD $6,866 | | Total amount of fees paid to insurance company | USD $939 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,866 | | Amount paid for insurance broker fees | 939 | | Additional information about fees paid to insurance broker | ADDITIONAL COMP PAID |
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