401k Plan data: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN plan

BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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)(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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BARTLETT LEARNING CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name: BARTLETT LEARNING CENTER, INC.

Employer identification number (EIN): 362778655

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 SHARYL FAGANEL
001 2016-01-01 SHARYL FAGANEL
001 2015-01-01 SHARYL FAGANEL SHARYL FAGANEL 2016-10-17
001 2014-01-01 SHARYL FAGANEL
001 2013-01-01 SHARYL FAGANEL

Plan Statistics for BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 270
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 159
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 101
Total of all active and inactive participants 2023-01-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 3
Total participants 2023-01-01 263
Number of participants with account balances 2023-01-01 261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 153
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 111
Total of all active and inactive participants 2022-01-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 266
Number of participants with account balances 2022-01-01 265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 282
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 98
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 171
Total of all active and inactive participants 2021-01-01 269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 270
Number of participants with account balances 2021-01-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 249
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 183
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 74
Total of all active and inactive participants 2020-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 259
Number of participants with account balances 2020-01-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 226
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 22
Total of all active and inactive participants 2019-01-01 248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 249
Number of participants with account balances 2019-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 218
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 19
Total of all active and inactive participants 2018-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 238
Number of participants with account balances 2018-01-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 209
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 19
Total of all active and inactive participants 2017-01-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 228
Number of participants with account balances 2017-01-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 192
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 18
Total of all active and inactive participants 2016-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 210
Number of participants with account balances 2016-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 191
Number of other retired or separated participants entitled to future benefits 2015-01-01 17
Total of all active and inactive participants 2015-01-01 208
Total participants 2015-01-01 208
Number of participants with account balances 2015-01-01 205
2014: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 15
Total of all active and inactive participants 2014-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 15
Number of participants with account balances 2014-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 195
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 199
Total participants 2013-01-01 199
Number of participants with account balances 2013-01-01 194

Measure	Date	Value
2023: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	270
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	159
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	101
Total of all active and inactive participants	2023-01-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	3
Total participants	2023-01-01	263
Number of participants with account balances	2023-01-01	261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	153
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	111
Total of all active and inactive participants	2022-01-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	266
Number of participants with account balances	2022-01-01	265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	282
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	98
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	171
Total of all active and inactive participants	2021-01-01	269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	270
Number of participants with account balances	2021-01-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	249
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	183
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	74
Total of all active and inactive participants	2020-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	259
Number of participants with account balances	2020-01-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	226
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	22
Total of all active and inactive participants	2019-01-01	248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	249
Number of participants with account balances	2019-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	218
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	19
Total of all active and inactive participants	2018-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	238
Number of participants with account balances	2018-01-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	209
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	19
Total of all active and inactive participants	2017-01-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	228
Number of participants with account balances	2017-01-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	192
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	18
Total of all active and inactive participants	2016-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	210
Number of participants with account balances	2016-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	191
Number of other retired or separated participants entitled to future benefits	2015-01-01	17
Total of all active and inactive participants	2015-01-01	208
Total participants	2015-01-01	208
Number of participants with account balances	2015-01-01	205
2014: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	15
Total of all active and inactive participants	2014-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	15
Number of participants with account balances	2014-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	195
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	199
Total participants	2013-01-01	199
Number of participants with account balances	2013-01-01	194

Financial Data on BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2023 : BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$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	$735,513
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$259,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$258,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$185,731
Value of total assets at end of year	2023-12-31	$3,858,660
Value of total assets at beginning of year	2023-12-31	$3,382,237
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$1,046
Total interest from all sources	2023-12-31	$1,261
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$50,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$50,422
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$450,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$77,519
Participant contributions at end of year	2023-12-31	$73,511
Participant contributions at beginning of year	2023-12-31	$64,279
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$476,423
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$3,858,660
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$3,382,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$2,956,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$2,462,500
Value of interest in pooled separate accounts at end of year	2023-12-31	$219,573
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$207,765
Interest on participant loans	2023-12-31	$1,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$608,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$647,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$498,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$108,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$258,044
Contract administrator fees	2023-12-31	$1,046
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	MATHIESON, MOYSKI, AUSTIN & CO., LL
Accountancy firm EIN	2023-12-31	363480013
2022 : BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-478,888
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$267,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$266,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$147,960
Value of total assets at end of year	2022-12-31	$3,382,237
Value of total assets at beginning of year	2022-12-31	$4,129,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,020
Total interest from all sources	2022-12-31	$749
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$58,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$58,512
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$450,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$48,278
Participant contributions at end of year	2022-12-31	$64,279
Participant contributions at beginning of year	2022-12-31	$77,480
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-746,785
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,382,237
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,129,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,462,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,183,364
Value of interest in pooled separate accounts at end of year	2022-12-31	$207,765
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$350,322
Interest on participant loans	2022-12-31	$749
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$647,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$517,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-686,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$97,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$266,877
Contract administrator fees	2022-12-31	$1,020
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MATHIESON, MOYSKI, AUSTIN & CO., LL
Accountancy firm EIN	2022-12-31	363480013
2021 : BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$643,155
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$361,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$360,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$141,321
Value of total assets at end of year	2021-12-31	$4,129,022
Value of total assets at beginning of year	2021-12-31	$3,847,600
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,300
Total interest from all sources	2021-12-31	$619
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$104,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$104,180
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$250,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$48,622
Participant contributions at end of year	2021-12-31	$77,480
Participant contributions at beginning of year	2021-12-31	$53,188
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$281,422
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,129,022
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,847,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,183,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,866,019
Value of interest in pooled separate accounts at end of year	2021-12-31	$350,322
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$286,016
Interest on participant loans	2021-12-31	$619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$517,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$642,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$397,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$92,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$360,433
Contract administrator fees	2021-12-31	$1,300
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MATHIESON, MOYSKI, AUSTIN & CO., LL
Accountancy firm EIN	2021-12-31	363480013
2020 : BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$628,053
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$273,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$271,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$157,259
Value of total assets at end of year	2020-12-31	$3,847,600
Value of total assets at beginning of year	2020-12-31	$3,492,687
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,310
Total interest from all sources	2020-12-31	$23,115
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$60,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$60,194
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$49,349
Participant contributions at end of year	2020-12-31	$53,188
Participant contributions at beginning of year	2020-12-31	$67,032
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$354,913
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,847,600
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,492,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,866,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,469,979
Value of interest in pooled separate accounts at end of year	2020-12-31	$286,016
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$283,420
Interest on participant loans	2020-12-31	$1,584
Interest earned on other investments	2020-12-31	$21,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$642,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$672,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$388,153
Net investment gain/loss from pooled separate accounts	2020-12-31	$-668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$107,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$271,830
Contract administrator fees	2020-12-31	$1,310
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MATHIESON, MOYSKI, AUSTIN & CO., LL
Accountancy firm EIN	2020-12-31	363480013
2019 : BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$712,105
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$134,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$133,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$146,395
Value of total assets at end of year	2019-12-31	$3,492,687
Value of total assets at beginning of year	2019-12-31	$2,915,544
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,315
Total interest from all sources	2019-12-31	$26,193
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$57,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$57,257
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$320,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$54,370
Participant contributions at end of year	2019-12-31	$67,032
Participant contributions at beginning of year	2019-12-31	$64,634
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,022,861
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$577,143
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,492,687
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,915,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,469,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,176,010
Value of interest in pooled separate accounts at end of year	2019-12-31	$283,420
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$72,128
Interest on participant loans	2019-12-31	$3,292
Interest earned on other investments	2019-12-31	$22,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$672,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$579,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$478,230
Net investment gain/loss from pooled separate accounts	2019-12-31	$4,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$91,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$133,647
Contract administrator fees	2019-12-31	$1,315
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MATHIESON, MOYSKI, AUSTIN & CO., LL
Accountancy firm EIN	2019-12-31	363480013
2018 : BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$5,136
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$250,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$236,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$145,796
Value of total assets at end of year	2018-12-31	$2,915,544
Value of total assets at beginning of year	2018-12-31	$3,160,516
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$13,759
Total interest from all sources	2018-12-31	$4,654
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$8,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$8,827
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$320,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$56,821
Participant contributions at end of year	2018-12-31	$64,634
Participant contributions at beginning of year	2018-12-31	$80,429
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$1,022,861
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$1,304,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-244,972
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,915,544
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,160,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,176,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,237,543
Value of interest in pooled separate accounts at end of year	2018-12-31	$72,128
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$65,804
Interest on participant loans	2018-12-31	$4,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$579,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$471,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-157,362
Net investment gain/loss from pooled separate accounts	2018-12-31	$3,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$88,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$236,349
Contract administrator fees	2018-12-31	$13,759
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MATHIESON, MOYSKI, AUSTIN & CO., LL
Accountancy firm EIN	2018-12-31	363480013
2017 : BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$613,904
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$376,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$363,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$174,488
Value of total assets at end of year	2017-12-31	$3,160,516
Value of total assets at beginning of year	2017-12-31	$2,922,904
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$12,516
Total interest from all sources	2017-12-31	$3,978
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$100,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$100,444
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$320,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$57,402
Participant contributions at end of year	2017-12-31	$80,429
Participant contributions at beginning of year	2017-12-31	$99,737
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$1,304,880
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$1,293,480
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$50,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$237,612
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,160,516
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,922,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,237,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$973,842
Value of interest in pooled separate accounts at end of year	2017-12-31	$65,804
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$72,418
Interest on participant loans	2017-12-31	$3,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$471,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$483,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$332,076
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$66,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$363,776
Contract administrator fees	2017-12-31	$12,516
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MATHIESON, MOYSKI, AUSTIN & CO., LL
Accountancy firm EIN	2017-12-31	363480013
2016 : BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$285,464
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$360,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$348,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$153,317
Value of total assets at end of year	2016-12-31	$2,922,904
Value of total assets at beginning of year	2016-12-31	$2,997,464
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$11,578
Total interest from all sources	2016-12-31	$2,080
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$3,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$3,214
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$300,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$72,331
Participant contributions at end of year	2016-12-31	$99,737
Participant contributions at beginning of year	2016-12-31	$63,431
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$1,293,480
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$1,532,493
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$3,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-74,560
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,922,904
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,997,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$973,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$892,840
Value of interest in pooled separate accounts at end of year	2016-12-31	$72,418
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$77,403
Interest on participant loans	2016-12-31	$2,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$483,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$431,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$126,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$77,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$348,446
Contract administrator fees	2016-12-31	$11,578
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MATHIESON, MOYSKI, AUSTIN & CO., LL
Accountancy firm EIN	2016-12-31	363480013
2015 : BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$178,299
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$168,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$157,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$168,077
Value of total assets at end of year	2015-12-31	$2,937,691
Value of total assets at beginning of year	2015-12-31	$2,928,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$11,118
Total interest from all sources	2015-12-31	$2,498
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$2,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$2,058
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$85,802
Participant contributions at end of year	2015-12-31	$63,431
Participant contributions at beginning of year	2015-12-31	$62,682
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$1,472,720
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$1,514,415
Other income not declared elsewhere	2015-12-31	$-8,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$9,546
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,937,691
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,928,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$10,842
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$892,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$871,552
Value of interest in pooled separate accounts at end of year	2015-12-31	$77,403
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$86,022
Interest on participant loans	2015-12-31	$2,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$431,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$393,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$5,407
Net investment gain/loss from pooled separate accounts	2015-12-31	$8,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$82,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$157,635
Contract administrator fees	2015-12-31	$276
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MATHIESON, MOYSKI, AUSTIN & CO., LL
Accountancy firm EIN	2015-12-31	363480013
2014 : BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$355,524
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$221,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$213,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$190,030
Value of total assets at end of year	2014-12-31	$2,928,145
Value of total assets at beginning of year	2014-12-31	$2,794,212
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$8,534
Total interest from all sources	2014-12-31	$1,705
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$20,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$20,134
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$77,519
Participant contributions at end of year	2014-12-31	$62,682
Participant contributions at beginning of year	2014-12-31	$79,613
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$1,514,415
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$1,505,624
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$32,969
Other income not declared elsewhere	2014-12-31	$71,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$133,933
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,928,145
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,794,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$8,534
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$871,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$768,867
Value of interest in pooled separate accounts at end of year	2014-12-31	$86,022
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$76,482
Interest on participant loans	2014-12-31	$1,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$393,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$363,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$61,793
Net investment gain/loss from pooled separate accounts	2014-12-31	$10,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$79,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$213,057
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MATHIESON, MOYSKI, AUSTIN & CO. LLP
Accountancy firm EIN	2014-12-31	363480013
2013 : BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$529,091
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$170,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$161,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$154,136
Value of total assets at end of year	2013-12-31	$2,794,212
Value of total assets at beginning of year	2013-12-31	$2,435,429
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$8,428
Total interest from all sources	2013-12-31	$2,174
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$21,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$21,197
Was this plan covered by a fidelity bond	2013-12-31	No
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$73,027
Participant contributions at end of year	2013-12-31	$79,613
Participant contributions at beginning of year	2013-12-31	$79,463
Other income not declared elsewhere	2013-12-31	$204,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$358,783
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,794,212
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,435,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$8,428
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,274,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,947,550
Value of interest in pooled separate accounts at end of year	2013-12-31	$76,482
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$62,548
Interest earned on other investments	2013-12-31	$2,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$363,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$345,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$140,673
Net investment gain/loss from pooled separate accounts	2013-12-31	$6,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$81,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$161,880
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MATHIESON, MOYSKI, AUSTIN & CO, LLP
Accountancy firm EIN	2013-12-31	363480013

Form 5500 Responses for BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

2023: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR26660

Policy instance

Insurance contract or identification number	CR26660
Number of Individuals Covered	6
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

368922

Policy instance

Insurance contract or identification number	368922
Number of Individuals Covered	247
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR26660

Policy instance

Insurance contract or identification number	CR26660
Number of Individuals Covered	7
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

368922

Policy instance

Insurance contract or identification number	368922
Number of Individuals Covered	252
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR26660

Policy instance

Insurance contract or identification number	CR26660
Number of Individuals Covered	8
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

368922

Policy instance

Insurance contract or identification number	368922
Number of Individuals Covered	252
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

368922

Policy instance

Insurance contract or identification number	368922
Number of Individuals Covered	258
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

368922

Policy instance

Insurance contract or identification number	368922
Number of Individuals Covered	248
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

368922

Policy instance

Insurance contract or identification number	368922
Number of Individuals Covered	237
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

368922

Policy instance

Insurance contract or identification number	368922
Number of Individuals Covered	224
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

368922/368923

Policy instance

Insurance contract or identification number	368922/368923
Number of Individuals Covered	205
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

368922/368923

Policy instance

Insurance contract or identification number	368922/368923
Number of Individuals Covered	207
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

368922/368923

Policy instance

Insurance contract or identification number	368922/368923
Number of Individuals Covered	196
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BARTLETT LEARNING CENTER, INC.
Employer identification number (EIN):	362778655
NAIC Classification:	611000