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CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameCHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN
Plan identification number 003

CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

CHESAPEAKE ACADEMY INC has sponsored the creation of one or more 401k plans.

Company Name:CHESAPEAKE ACADEMY INC
Employer identification number (EIN):540793534
NAIC Classification:611000

Additional information about CHESAPEAKE ACADEMY INC

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: D01182583

More information about CHESAPEAKE ACADEMY INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-07-01 CATHERINE EMERY2024-08-05
0032022-07-01 TRIP COGBURN2024-01-17
0032021-07-01
0032020-07-01 RICHARD ABBOTT2022-01-31
0032019-07-01RICHARD ABBOTT2021-01-13 RICHARD ABBOTT2021-01-13
0032018-07-01RICHARD ABBOTT2020-01-24 RICHARD ABBOTT2020-01-24
0032017-07-01RICHARD ABBOTT
0032016-07-01RICHARD ABBOTT
0032015-07-01RICHARD ABBOTT
0032014-07-01RICHARD ABBOTT
0032013-07-01
0032012-07-01RICHARD C ABBOTT
0032011-07-01JAN BROWN
0032010-07-01DEBORAH COOK
0032009-07-01JAN BROWN

Plan Statistics for CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN

Measure Date Value
2023: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year2023-07-0142
Total number of active participants reported on line 7a of the Form 55002023-07-010
Number of retired or separated participants receiving benefits2023-07-010
Number of other retired or separated participants entitled to future benefits2023-07-010
Total of all active and inactive participants2023-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-07-010
Total participants2023-07-010
Number of participants with account balances2023-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-07-010
2022: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-0141
Total number of active participants reported on line 7a of the Form 55002022-07-0117
Number of other retired or separated participants entitled to future benefits2022-07-0121
Total of all active and inactive participants2022-07-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-014
Total participants2022-07-0142
Number of participants with account balances2022-07-0138
2021: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-0140
Total number of active participants reported on line 7a of the Form 55002021-07-0118
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0122
Total of all active and inactive participants2021-07-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-013
Total participants2021-07-0143
Number of participants with account balances2021-07-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0140
Total number of active participants reported on line 7a of the Form 55002020-07-0117
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0124
Total of all active and inactive participants2020-07-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-0141
Number of participants with account balances2020-07-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0141
Total number of active participants reported on line 7a of the Form 55002019-07-0115
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0125
Total of all active and inactive participants2019-07-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-0140
Number of participants with account balances2019-07-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0138
Total number of active participants reported on line 7a of the Form 55002018-07-0115
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0126
Total of all active and inactive participants2018-07-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-0141
Number of participants with account balances2018-07-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0138
Total number of active participants reported on line 7a of the Form 55002017-07-0113
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0125
Total of all active and inactive participants2017-07-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-0138
Number of participants with account balances2017-07-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0139
Total number of active participants reported on line 7a of the Form 55002016-07-0113
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0125
Total of all active and inactive participants2016-07-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0138
Number of participants with account balances2016-07-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0137
Total number of active participants reported on line 7a of the Form 55002015-07-0112
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0127
Total of all active and inactive participants2015-07-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0139
Number of participants with account balances2015-07-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0138
Total number of active participants reported on line 7a of the Form 55002014-07-0111
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0126
Total of all active and inactive participants2014-07-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0137
Number of participants with account balances2014-07-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0138
Total number of active participants reported on line 7a of the Form 55002013-07-0125
Number of other retired or separated participants entitled to future benefits2013-07-0114
Total of all active and inactive participants2013-07-0139
Total participants2013-07-0139
Number of participants with account balances2013-07-0136
2012: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0136
Total number of active participants reported on line 7a of the Form 55002012-07-0125
Number of other retired or separated participants entitled to future benefits2012-07-0113
Total of all active and inactive participants2012-07-0138
Total participants2012-07-0138
Number of participants with account balances2012-07-0135
2011: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0137
Total number of active participants reported on line 7a of the Form 55002011-07-0124
Number of other retired or separated participants entitled to future benefits2011-07-0113
Total of all active and inactive participants2011-07-0137
Total participants2011-07-0137
Number of participants with account balances2011-07-0135
2010: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0137
Total number of active participants reported on line 7a of the Form 55002010-07-0125
Number of other retired or separated participants entitled to future benefits2010-07-0112
Total of all active and inactive participants2010-07-0137
Total participants2010-07-0137
Number of participants with account balances2010-07-0135
2009: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0143
Total number of active participants reported on line 7a of the Form 55002009-07-0135
Number of other retired or separated participants entitled to future benefits2009-07-017
Total of all active and inactive participants2009-07-0142
Total participants2009-07-0142
Number of participants with account balances2009-07-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN

Measure Date Value
2023 : CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2023 401k financial data
Transfers to/from the plan2023-11-30$-1,531,868
Total income from all sources2023-11-30$68,562
Expenses. Total of all expenses incurred2023-11-30$327,212
Benefits paid (including direct rollovers)2023-11-30$327,212
Total plan assets at end of year2023-11-30$0
Total plan assets at beginning of year2023-11-30$1,790,518
Total contributions received or receivable from participants2023-11-30$11,538
Other income received2023-11-30$46,086
Net income (gross income less expenses)2023-11-30$-258,650
Net plan assets at end of year (total assets less liabilities)2023-11-30$0
Net plan assets at beginning of year (total assets less liabilities)2023-11-30$1,790,518
Total contributions received or receivable from employer(s)2023-11-30$10,938
Total income from all sources2023-06-30$273,825
Expenses. Total of all expenses incurred2023-06-30$70,599
Benefits paid (including direct rollovers)2023-06-30$21,498
Total plan assets at end of year2023-06-30$1,790,518
Total plan assets at beginning of year2023-06-30$1,587,292
Total contributions received or receivable from participants2023-06-30$25,296
Expenses. Other expenses not covered elsewhere2023-06-30$49,101
Other income received2023-06-30$219,241
Net income (gross income less expenses)2023-06-30$203,226
Net plan assets at end of year (total assets less liabilities)2023-06-30$1,790,518
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$1,587,292
Total contributions received or receivable from employer(s)2023-06-30$29,288
2022 : CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total income from all sources2022-06-30$111,016
Expenses. Total of all expenses incurred2022-06-30$326,343
Benefits paid (including direct rollovers)2022-06-30$32,566
Total plan assets at end of year2022-06-30$1,587,292
Total plan assets at beginning of year2022-06-30$1,802,619
Total contributions received or receivable from participants2022-06-30$28,880
Expenses. Other expenses not covered elsewhere2022-06-30$293,777
Other income received2022-06-30$50,188
Net income (gross income less expenses)2022-06-30$-215,327
Net plan assets at end of year (total assets less liabilities)2022-06-30$1,587,292
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$1,802,619
Total contributions received or receivable from employer(s)2022-06-30$31,948
2021 : CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total income from all sources2021-06-30$460,179
Expenses. Total of all expenses incurred2021-06-30$40,025
Benefits paid (including direct rollovers)2021-06-30$40,025
Total plan assets at end of year2021-06-30$1,802,619
Total plan assets at beginning of year2021-06-30$1,382,465
Total contributions received or receivable from participants2021-06-30$28,072
Other income received2021-06-30$400,469
Net income (gross income less expenses)2021-06-30$420,154
Net plan assets at end of year (total assets less liabilities)2021-06-30$1,802,619
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$1,382,465
Total contributions received or receivable from employer(s)2021-06-30$31,638
2020 : CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2020 401k financial data
Transfers to/from the plan2020-06-30$0
Total income from all sources2020-06-30$143,005
Expenses. Total of all expenses incurred2020-06-30$50,839
Total plan assets at end of year2020-06-30$1,382,465
Total plan assets at beginning of year2020-06-30$1,290,299
Total contributions received or receivable from participants2020-06-30$27,587
Other income received2020-06-30$86,498
Net income (gross income less expenses)2020-06-30$92,166
Net plan assets at end of year (total assets less liabilities)2020-06-30$1,382,465
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$1,290,299
Total contributions received or receivable from employer(s)2020-06-30$28,920
Value of certain deemed distributions of participant loans2020-06-30$50,839
2019 : CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2019 401k financial data
Transfers to/from the plan2019-06-30$43,864
Total income from all sources2019-06-30$127,994
Expenses. Total of all expenses incurred2019-06-30$9,347
Total plan assets at end of year2019-06-30$1,290,299
Total plan assets at beginning of year2019-06-30$1,127,788
Total contributions received or receivable from participants2019-06-30$27,746
Other income received2019-06-30$75,595
Net income (gross income less expenses)2019-06-30$118,647
Net plan assets at end of year (total assets less liabilities)2019-06-30$1,290,299
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$1,127,788
Total contributions received or receivable from employer(s)2019-06-30$24,653
Value of certain deemed distributions of participant loans2019-06-30$9,347
2018 : CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total income from all sources2018-06-30$155,255
Expenses. Total of all expenses incurred2018-06-30$10,710
Total plan assets at end of year2018-06-30$1,127,788
Total plan assets at beginning of year2018-06-30$983,243
Total contributions received or receivable from participants2018-06-30$23,941
Other income received2018-06-30$110,047
Net income (gross income less expenses)2018-06-30$144,545
Net plan assets at end of year (total assets less liabilities)2018-06-30$1,127,788
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$983,243
Total contributions received or receivable from employer(s)2018-06-30$21,267
Value of certain deemed distributions of participant loans2018-06-30$10,710
2017 : CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total income from all sources2017-06-30$165,688
Expenses. Total of all expenses incurred2017-06-30$33,471
Benefits paid (including direct rollovers)2017-06-30$33,471
Total plan assets at end of year2017-06-30$983,243
Total plan assets at beginning of year2017-06-30$851,026
Total contributions received or receivable from participants2017-06-30$25,102
Other income received2017-06-30$110,003
Net income (gross income less expenses)2017-06-30$132,217
Net plan assets at end of year (total assets less liabilities)2017-06-30$983,243
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$851,026
Total contributions received or receivable from employer(s)2017-06-30$30,583
2016 : CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total income from all sources2016-06-30$68,741
Expenses. Total of all expenses incurred2016-06-30$14,526
Benefits paid (including direct rollovers)2016-06-30$14,526
Total plan assets at end of year2016-06-30$851,026
Total plan assets at beginning of year2016-06-30$796,811
Total contributions received or receivable from participants2016-06-30$36,961
Other income received2016-06-30$3,849
Net income (gross income less expenses)2016-06-30$54,215
Net plan assets at end of year (total assets less liabilities)2016-06-30$851,026
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$796,811
Total contributions received or receivable from employer(s)2016-06-30$27,931
2015 : CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total income from all sources2015-06-30$79,386
Expenses. Total of all expenses incurred2015-06-30$35,222
Benefits paid (including direct rollovers)2015-06-30$35,222
Total plan assets at end of year2015-06-30$796,811
Total plan assets at beginning of year2015-06-30$752,647
Total contributions received or receivable from participants2015-06-30$21,520
Other income received2015-06-30$40,980
Net income (gross income less expenses)2015-06-30$44,164
Net plan assets at end of year (total assets less liabilities)2015-06-30$796,811
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$752,647
Total contributions received or receivable from employer(s)2015-06-30$16,886
2014 : CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total income from all sources2014-06-30$146,971
Expenses. Total of all expenses incurred2014-06-30$10,424
Benefits paid (including direct rollovers)2014-06-30$10,424
Total plan assets at end of year2014-06-30$752,647
Total plan assets at beginning of year2014-06-30$616,100
Other income received2014-06-30$108,608
Net income (gross income less expenses)2014-06-30$136,547
Net plan assets at end of year (total assets less liabilities)2014-06-30$752,647
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$616,100
Total contributions received or receivable from employer(s)2014-06-30$38,363
2013 : CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total income from all sources2013-06-30$100,167
Expenses. Total of all expenses incurred2013-06-30$1,159
Benefits paid (including direct rollovers)2013-06-30$1,159
Total plan assets at end of year2013-06-30$616,100
Total plan assets at beginning of year2013-06-30$517,092
Other income received2013-06-30$67,702
Net income (gross income less expenses)2013-06-30$99,008
Net plan assets at end of year (total assets less liabilities)2013-06-30$616,100
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$517,092
Total contributions received or receivable from employer(s)2013-06-30$32,465
2012 : CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total income from all sources2012-06-30$45,397
Expenses. Total of all expenses incurred2012-06-30$42,691
Benefits paid (including direct rollovers)2012-06-30$42,691
Total plan assets at end of year2012-06-30$517,092
Total plan assets at beginning of year2012-06-30$514,386
Other income received2012-06-30$9,759
Net income (gross income less expenses)2012-06-30$2,706
Net plan assets at end of year (total assets less liabilities)2012-06-30$517,092
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$514,386
Total contributions received or receivable from employer(s)2012-06-30$35,638
2011 : CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total income from all sources2011-06-30$121,820
Expenses. Total of all expenses incurred2011-06-30$983
Benefits paid (including direct rollovers)2011-06-30$983
Total plan assets at end of year2011-06-30$514,386
Total plan assets at beginning of year2011-06-30$393,549
Other income received2011-06-30$85,670
Net income (gross income less expenses)2011-06-30$120,837
Net plan assets at end of year (total assets less liabilities)2011-06-30$514,386
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$393,549
Total contributions received or receivable from employer(s)2011-06-30$36,150

Form 5500 Responses for CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN

2023: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2023 form 5500 responses
2023-07-01Type of plan entitySingle employer plan
2023-07-01Submission has been amendedNo
2023-07-01This submission is the final filingYes
2023-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-07-01Plan is a collectively bargained planNo
2023-07-01Plan funding arrangement – InsuranceYes
2023-07-01Plan funding arrangement – TrustYes
2023-07-01Plan benefit arrangement – InsuranceYes
2022: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: CHESAPEAKE ACADEMY DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385835
Policy instance 1
Insurance contract or identification number385835
Number of Individuals Covered42
Insurance policy start date2023-07-01
Insurance policy end date2023-11-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385835
Policy instance 1
Insurance contract or identification number385835
Number of Individuals Covered40
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385835
Policy instance 1
Insurance contract or identification number385835
Number of Individuals Covered40
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385835
Policy instance 1
Insurance contract or identification number385835
Number of Individuals Covered40
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385835
Policy instance 1
Insurance contract or identification number385835
Number of Individuals Covered39
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385835
Policy instance 1
Insurance contract or identification number385835
Number of Individuals Covered40
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385835
Policy instance 1
Insurance contract or identification number385835
Number of Individuals Covered37
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385835
Policy instance 1
Insurance contract or identification number385835
Number of Individuals Covered37
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385835
Policy instance 1
Insurance contract or identification number385835
Number of Individuals Covered37
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385835
Policy instance 1
Insurance contract or identification number385835
Number of Individuals Covered36
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385835
Policy instance 1
Insurance contract or identification number385835
Number of Individuals Covered35
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385835
Policy instance 1
Insurance contract or identification number385835
Number of Individuals Covered35
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385836
Policy instance 1
Insurance contract or identification number385836
Number of Individuals Covered35
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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