401k Plan data: BELEN RETIREMENT PLAN plan

BELEN RETIREMENT PLAN 401k Plan overview

Plan Name	BELEN RETIREMENT PLAN
Plan identification number	001

BELEN 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

BELEN JESUIT PREPARATORY SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name: BELEN JESUIT PREPARATORY SCHOOL, INC.

Employer identification number (EIN): 590998339

NAIC Classification: 611000

Additional information about BELEN JESUIT PREPARATORY SCHOOL, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1962-09-19

Company Identification Number: 704543

Legal Registered Office Address: 500 SW 127 AVE

MIAMI

33184

More information about BELEN JESUIT PREPARATORY SCHOOL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELEN RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-08-01 ANA PEREZ-ABREU
001 2016-08-01
001 2015-08-01 ANA PEREZ-ABREU
001 2014-08-01 CAROL ANN VILA
001 2013-08-01 CAROL ANN VILA
001 2012-08-01 CAROL ANN VILA
001 2011-08-01 CAROL ANN VILA
001 2010-08-01 CAROL VILA
001 2009-08-01 CAROL ANN VILA

Plan Statistics for BELEN RETIREMENT PLAN

401k plan membership statisitcs for BELEN RETIREMENT PLAN

Measure Date Value
2016: BELEN RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-08-01 217
Total number of active participants reported on line 7a of the Form 5500 2016-08-01 202
Number of retired or separated participants receiving benefits 2016-08-01 2
Number of other retired or separated participants entitled to future benefits 2016-08-01 25
Total of all active and inactive participants 2016-08-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-08-01 1
Total participants 2016-08-01 230
Number of participants with account balances 2016-08-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-08-01 1
2015: BELEN RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-08-01 220
Total number of active participants reported on line 7a of the Form 5500 2015-08-01 185
Number of retired or separated participants receiving benefits 2015-08-01 2
Number of other retired or separated participants entitled to future benefits 2015-08-01 29
Total of all active and inactive participants 2015-08-01 216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-08-01 1
Total participants 2015-08-01 217
Number of participants with account balances 2015-08-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-08-01 1
2014: BELEN RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-08-01 206
Total number of active participants reported on line 7a of the Form 5500 2014-08-01 180
Number of retired or separated participants receiving benefits 2014-08-01 1
Number of other retired or separated participants entitled to future benefits 2014-08-01 29
Total of all active and inactive participants 2014-08-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-08-01 1
Total participants 2014-08-01 211
Number of participants with account balances 2014-08-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-08-01 0
2013: BELEN RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-08-01 200
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 180
Number of retired or separated participants receiving benefits 2013-08-01 2
Number of other retired or separated participants entitled to future benefits 2013-08-01 19
Total of all active and inactive participants 2013-08-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-08-01 0
Total participants 2013-08-01 201
Number of participants with account balances 2013-08-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-08-01 0
2012: BELEN RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 194
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 174
Number of retired or separated participants receiving benefits 2012-08-01 0
Number of other retired or separated participants entitled to future benefits 2012-08-01 25
Total of all active and inactive participants 2012-08-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-08-01 1
Total participants 2012-08-01 200
Number of participants with account balances 2012-08-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-08-01 0
2011: BELEN RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 191
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 171
Number of retired or separated participants receiving benefits 2011-08-01 0
Number of other retired or separated participants entitled to future benefits 2011-08-01 22
Total of all active and inactive participants 2011-08-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-08-01 1
Total participants 2011-08-01 194
Number of participants with account balances 2011-08-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-08-01 4
2010: BELEN RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-08-01 188
Total number of active participants reported on line 7a of the Form 5500 2010-08-01 171
Number of retired or separated participants receiving benefits 2010-08-01 0
Number of other retired or separated participants entitled to future benefits 2010-08-01 19
Total of all active and inactive participants 2010-08-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-08-01 0
Total participants 2010-08-01 190
Number of participants with account balances 2010-08-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-08-01 0
2009: BELEN RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 201
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 170
Number of retired or separated participants receiving benefits 2009-08-01 0
Number of other retired or separated participants entitled to future benefits 2009-08-01 18
Total of all active and inactive participants 2009-08-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-08-01 0
Total participants 2009-08-01 188
Number of participants with account balances 2009-08-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-08-01 0

Measure	Date	Value
2016: BELEN RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-08-01	217
Total number of active participants reported on line 7a of the Form 5500	2016-08-01	202
Number of retired or separated participants receiving benefits	2016-08-01	2
Number of other retired or separated participants entitled to future benefits	2016-08-01	25
Total of all active and inactive participants	2016-08-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-08-01	1
Total participants	2016-08-01	230
Number of participants with account balances	2016-08-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-08-01	1
2015: BELEN RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-08-01	220
Total number of active participants reported on line 7a of the Form 5500	2015-08-01	185
Number of retired or separated participants receiving benefits	2015-08-01	2
Number of other retired or separated participants entitled to future benefits	2015-08-01	29
Total of all active and inactive participants	2015-08-01	216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-08-01	1
Total participants	2015-08-01	217
Number of participants with account balances	2015-08-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-08-01	1
2014: BELEN RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-08-01	206
Total number of active participants reported on line 7a of the Form 5500	2014-08-01	180
Number of retired or separated participants receiving benefits	2014-08-01	1
Number of other retired or separated participants entitled to future benefits	2014-08-01	29
Total of all active and inactive participants	2014-08-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-08-01	1
Total participants	2014-08-01	211
Number of participants with account balances	2014-08-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-08-01	0
2013: BELEN RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-08-01	200
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	180
Number of retired or separated participants receiving benefits	2013-08-01	2
Number of other retired or separated participants entitled to future benefits	2013-08-01	19
Total of all active and inactive participants	2013-08-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-08-01	0
Total participants	2013-08-01	201
Number of participants with account balances	2013-08-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-08-01	0
2012: BELEN RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	194
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	174
Number of retired or separated participants receiving benefits	2012-08-01	0
Number of other retired or separated participants entitled to future benefits	2012-08-01	25
Total of all active and inactive participants	2012-08-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-08-01	1
Total participants	2012-08-01	200
Number of participants with account balances	2012-08-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-08-01	0
2011: BELEN RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	191
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	171
Number of retired or separated participants receiving benefits	2011-08-01	0
Number of other retired or separated participants entitled to future benefits	2011-08-01	22
Total of all active and inactive participants	2011-08-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-08-01	1
Total participants	2011-08-01	194
Number of participants with account balances	2011-08-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-08-01	4
2010: BELEN RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-08-01	188
Total number of active participants reported on line 7a of the Form 5500	2010-08-01	171
Number of retired or separated participants receiving benefits	2010-08-01	0
Number of other retired or separated participants entitled to future benefits	2010-08-01	19
Total of all active and inactive participants	2010-08-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-08-01	0
Total participants	2010-08-01	190
Number of participants with account balances	2010-08-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-08-01	0
2009: BELEN RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	201
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	170
Number of retired or separated participants receiving benefits	2009-08-01	0
Number of other retired or separated participants entitled to future benefits	2009-08-01	18
Total of all active and inactive participants	2009-08-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-08-01	0
Total participants	2009-08-01	188
Number of participants with account balances	2009-08-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-08-01	0

Financial Data on BELEN RETIREMENT PLAN

Measure	Date	Value
2017 : BELEN RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-07-31	$0
Total income from all sources (including contributions)	2017-07-31	$2,786,190
Total loss/gain on sale of assets	2017-07-31	$0
Total of all expenses incurred	2017-07-31	$368,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-07-31	$367,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-07-31	$1,343,652
Value of total assets at end of year	2017-07-31	$16,132,138
Value of total assets at beginning of year	2017-07-31	$13,714,380
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-07-31	$600
Total interest from all sources	2017-07-31	$126,135
Total dividends received (eg from common stock, registered investment company shares)	2017-07-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-07-31	No
Was this plan covered by a fidelity bond	2017-07-31	Yes
Value of fidelity bond cover	2017-07-31	$500,000
If this is an individual account plan, was there a blackout period	2017-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-07-31	No
Contributions received from participants	2017-07-31	$815,194
Participant contributions at end of year	2017-07-31	$399,174
Participant contributions at beginning of year	2017-07-31	$418,682
Participant contributions at end of year	2017-07-31	$0
Participant contributions at beginning of year	2017-07-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-07-31	$207,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-07-31	No
Value of net income/loss	2017-07-31	$2,417,758
Value of net assets at end of year (total assets less liabilities)	2017-07-31	$16,132,138
Value of net assets at beginning of year (total assets less liabilities)	2017-07-31	$13,714,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-07-31	No
Were any leases to which the plan was party in default or uncollectible	2017-07-31	No
Value of interest in pooled separate accounts at end of year	2017-07-31	$10,923,587
Value of interest in pooled separate accounts at beginning of year	2017-07-31	$9,248,833
Interest on participant loans	2017-07-31	$17,658
Interest earned on other investments	2017-07-31	$108,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-07-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-07-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-07-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-07-31	$4,809,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-07-31	$4,046,865
Net investment gain/loss from pooled separate accounts	2017-07-31	$1,316,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-07-31	No
Was there a failure to transmit to the plan any participant contributions	2017-07-31	No
Has the plan failed to provide any benefit when due under the plan	2017-07-31	No
Contributions received in cash from employer	2017-07-31	$321,208
Employer contributions (assets) at end of year	2017-07-31	$0
Employer contributions (assets) at beginning of year	2017-07-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-07-31	$367,832
Contract administrator fees	2017-07-31	$600
Did the plan have assets held for investment	2017-07-31	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	2017-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-07-31	Disclaimer
Accountancy firm name	2017-07-31	MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN	2017-07-31	010720052
2016 : BELEN RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-07-31	$0
Total income from all sources (including contributions)	2016-07-31	$1,275,629
Total loss/gain on sale of assets	2016-07-31	$0
Total of all expenses incurred	2016-07-31	$729,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-07-31	$722,565
Expenses. Certain deemed distributions of participant loans	2016-07-31	$6,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-07-31	$1,071,959
Value of total assets at end of year	2016-07-31	$13,714,380
Value of total assets at beginning of year	2016-07-31	$13,167,978
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-07-31	$500
Total interest from all sources	2016-07-31	$110,081
Total dividends received (eg from common stock, registered investment company shares)	2016-07-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-07-31	No
Was this plan covered by a fidelity bond	2016-07-31	Yes
Value of fidelity bond cover	2016-07-31	$500,000
If this is an individual account plan, was there a blackout period	2016-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-07-31	No
Contributions received from participants	2016-07-31	$762,076
Participant contributions at end of year	2016-07-31	$418,682
Participant contributions at beginning of year	2016-07-31	$433,547
Participant contributions at end of year	2016-07-31	$0
Participant contributions at beginning of year	2016-07-31	$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	2016-07-31	No
Value of net income/loss	2016-07-31	$546,402
Value of net assets at end of year (total assets less liabilities)	2016-07-31	$13,714,380
Value of net assets at beginning of year (total assets less liabilities)	2016-07-31	$13,167,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-07-31	No
Were any leases to which the plan was party in default or uncollectible	2016-07-31	No
Value of interest in pooled separate accounts at end of year	2016-07-31	$9,248,833
Value of interest in pooled separate accounts at beginning of year	2016-07-31	$8,739,576
Interest on participant loans	2016-07-31	$18,540
Interest earned on other investments	2016-07-31	$91,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-07-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-07-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-07-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-07-31	$4,046,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-07-31	$3,994,855
Net investment gain/loss from pooled separate accounts	2016-07-31	$93,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-07-31	No
Was there a failure to transmit to the plan any participant contributions	2016-07-31	No
Has the plan failed to provide any benefit when due under the plan	2016-07-31	No
Contributions received in cash from employer	2016-07-31	$309,883
Employer contributions (assets) at end of year	2016-07-31	$0
Employer contributions (assets) at beginning of year	2016-07-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-07-31	$722,565
Contract administrator fees	2016-07-31	$500
Did the plan have assets held for investment	2016-07-31	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	2016-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-07-31	Disclaimer
Accountancy firm name	2016-07-31	MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN	2016-07-31	010720052
2015 : BELEN RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-07-31	$0
Total income from all sources (including contributions)	2015-07-31	$1,825,791
Total loss/gain on sale of assets	2015-07-31	$0
Total of all expenses incurred	2015-07-31	$624,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-07-31	$597,735
Expenses. Certain deemed distributions of participant loans	2015-07-31	$26,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-07-31	$1,019,439
Value of total assets at end of year	2015-07-31	$13,167,978
Value of total assets at beginning of year	2015-07-31	$11,966,674
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-07-31	$750
Total interest from all sources	2015-07-31	$95,248
Total dividends received (eg from common stock, registered investment company shares)	2015-07-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-07-31	No
Was this plan covered by a fidelity bond	2015-07-31	Yes
Value of fidelity bond cover	2015-07-31	$500,000
If this is an individual account plan, was there a blackout period	2015-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-07-31	No
Contributions received from participants	2015-07-31	$705,524
Participant contributions at end of year	2015-07-31	$433,547
Participant contributions at beginning of year	2015-07-31	$219,512
Participant contributions at end of year	2015-07-31	$0
Participant contributions at beginning of year	2015-07-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-07-31	$40,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-07-31	No
Value of net income/loss	2015-07-31	$1,201,304
Value of net assets at end of year (total assets less liabilities)	2015-07-31	$13,167,978
Value of net assets at beginning of year (total assets less liabilities)	2015-07-31	$11,966,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-07-31	No
Were any leases to which the plan was party in default or uncollectible	2015-07-31	No
Value of interest in pooled separate accounts at end of year	2015-07-31	$8,739,576
Value of interest in pooled separate accounts at beginning of year	2015-07-31	$8,676,736
Interest on participant loans	2015-07-31	$13,025
Interest earned on other investments	2015-07-31	$82,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-07-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-07-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-07-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-07-31	$3,994,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-07-31	$3,070,426
Net investment gain/loss from pooled separate accounts	2015-07-31	$711,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-07-31	No
Was there a failure to transmit to the plan any participant contributions	2015-07-31	No
Has the plan failed to provide any benefit when due under the plan	2015-07-31	No
Contributions received in cash from employer	2015-07-31	$273,857
Employer contributions (assets) at end of year	2015-07-31	$0
Employer contributions (assets) at beginning of year	2015-07-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-07-31	$597,735
Contract administrator fees	2015-07-31	$750
Did the plan have assets held for investment	2015-07-31	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	2015-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-07-31	Disclaimer
Accountancy firm name	2015-07-31	MORRISON, BROWN, ARGIZ & FARRA, LLP
Accountancy firm EIN	2015-07-31	010720052
2014 : BELEN RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-07-31	$0
Total income from all sources (including contributions)	2014-07-31	$1,983,484
Total loss/gain on sale of assets	2014-07-31	$0
Total of all expenses incurred	2014-07-31	$618,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-07-31	$617,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-07-31	$923,019
Value of total assets at end of year	2014-07-31	$11,966,674
Value of total assets at beginning of year	2014-07-31	$10,601,366
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-07-31	$750
Total interest from all sources	2014-07-31	$75,373
Total dividends received (eg from common stock, registered investment company shares)	2014-07-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-07-31	No
Was this plan covered by a fidelity bond	2014-07-31	Yes
Value of fidelity bond cover	2014-07-31	$500,000
If this is an individual account plan, was there a blackout period	2014-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-07-31	No
Contributions received from participants	2014-07-31	$653,308
Participant contributions at end of year	2014-07-31	$219,512
Participant contributions at beginning of year	2014-07-31	$176,671
Participant contributions at end of year	2014-07-31	$0
Participant contributions at beginning of year	2014-07-31	$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	2014-07-31	No
Value of net income/loss	2014-07-31	$1,365,308
Value of net assets at end of year (total assets less liabilities)	2014-07-31	$11,966,674
Value of net assets at beginning of year (total assets less liabilities)	2014-07-31	$10,601,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-07-31	No
Were any leases to which the plan was party in default or uncollectible	2014-07-31	No
Value of interest in pooled separate accounts at end of year	2014-07-31	$8,676,736
Value of interest in pooled separate accounts at beginning of year	2014-07-31	$8,182,571
Interest on participant loans	2014-07-31	$8,486
Interest earned on other investments	2014-07-31	$66,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-07-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-07-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-07-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-07-31	$3,070,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-07-31	$2,242,124
Net investment gain/loss from pooled separate accounts	2014-07-31	$985,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-07-31	No
Was there a failure to transmit to the plan any participant contributions	2014-07-31	No
Has the plan failed to provide any benefit when due under the plan	2014-07-31	No
Contributions received in cash from employer	2014-07-31	$269,711
Employer contributions (assets) at end of year	2014-07-31	$0
Employer contributions (assets) at beginning of year	2014-07-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-07-31	$617,426
Contract administrator fees	2014-07-31	$750
Did the plan have assets held for investment	2014-07-31	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	2014-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-07-31	Disclaimer
Accountancy firm name	2014-07-31	MORRISON, BROWN, ARGIZ & FARRA, LLP
Accountancy firm EIN	2014-07-31	010720052
2013 : BELEN RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-07-31	$0
Total income from all sources (including contributions)	2013-07-31	$2,125,465
Total loss/gain on sale of assets	2013-07-31	$0
Total of all expenses incurred	2013-07-31	$558,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-07-31	$557,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-07-31	$911,919
Value of total assets at end of year	2013-07-31	$10,601,366
Value of total assets at beginning of year	2013-07-31	$9,034,076
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-07-31	$600
Total interest from all sources	2013-07-31	$65,989
Total dividends received (eg from common stock, registered investment company shares)	2013-07-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-07-31	No
Was this plan covered by a fidelity bond	2013-07-31	Yes
Value of fidelity bond cover	2013-07-31	$500,000
If this is an individual account plan, was there a blackout period	2013-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-07-31	No
Contributions received from participants	2013-07-31	$654,526
Participant contributions at end of year	2013-07-31	$176,671
Participant contributions at beginning of year	2013-07-31	$247,061
Participant contributions at end of year	2013-07-31	$0
Participant contributions at beginning of year	2013-07-31	$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	2013-07-31	No
Value of net income/loss	2013-07-31	$1,567,290
Value of net assets at end of year (total assets less liabilities)	2013-07-31	$10,601,366
Value of net assets at beginning of year (total assets less liabilities)	2013-07-31	$9,034,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-07-31	No
Were any leases to which the plan was party in default or uncollectible	2013-07-31	No
Value of interest in pooled separate accounts at end of year	2013-07-31	$8,182,571
Value of interest in pooled separate accounts at beginning of year	2013-07-31	$6,627,123
Interest on participant loans	2013-07-31	$10,193
Interest earned on other investments	2013-07-31	$55,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-07-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-07-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-07-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-07-31	$2,242,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-07-31	$2,159,892
Net investment gain/loss from pooled separate accounts	2013-07-31	$1,147,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-07-31	No
Was there a failure to transmit to the plan any participant contributions	2013-07-31	No
Has the plan failed to provide any benefit when due under the plan	2013-07-31	No
Contributions received in cash from employer	2013-07-31	$257,393
Employer contributions (assets) at end of year	2013-07-31	$0
Employer contributions (assets) at beginning of year	2013-07-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-07-31	$557,575
Contract administrator fees	2013-07-31	$600
Did the plan have assets held for investment	2013-07-31	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	2013-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-07-31	Disclaimer
Accountancy firm name	2013-07-31	MORRISON, BROWN, ARGIZ & FARRA, LLP
Accountancy firm EIN	2013-07-31	010720052
2012 : BELEN RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-07-31	$0
Total income from all sources (including contributions)	2012-07-31	$1,026,297
Total loss/gain on sale of assets	2012-07-31	$0
Total of all expenses incurred	2012-07-31	$754,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-07-31	$753,451
Expenses. Certain deemed distributions of participant loans	2012-07-31	$822
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-07-31	$896,194
Value of total assets at end of year	2012-07-31	$9,034,076
Value of total assets at beginning of year	2012-07-31	$8,762,631
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-07-31	$579
Total interest from all sources	2012-07-31	$59,576
Total dividends received (eg from common stock, registered investment company shares)	2012-07-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-07-31	No
Was this plan covered by a fidelity bond	2012-07-31	Yes
Value of fidelity bond cover	2012-07-31	$500,000
If this is an individual account plan, was there a blackout period	2012-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-07-31	No
Contributions received from participants	2012-07-31	$636,194
Participant contributions at end of year	2012-07-31	$247,061
Participant contributions at beginning of year	2012-07-31	$283,461
Participant contributions at end of year	2012-07-31	$0
Participant contributions at beginning of year	2012-07-31	$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	2012-07-31	No
Value of net income/loss	2012-07-31	$271,445
Value of net assets at end of year (total assets less liabilities)	2012-07-31	$9,034,076
Value of net assets at beginning of year (total assets less liabilities)	2012-07-31	$8,762,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-07-31	No
Were any leases to which the plan was party in default or uncollectible	2012-07-31	No
Value of interest in pooled separate accounts at end of year	2012-07-31	$6,627,123
Value of interest in pooled separate accounts at beginning of year	2012-07-31	$6,343,265
Interest on participant loans	2012-07-31	$11,532
Interest earned on other investments	2012-07-31	$48,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-07-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-07-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-07-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-07-31	$2,159,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-07-31	$2,135,905
Net investment gain/loss from pooled separate accounts	2012-07-31	$70,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-07-31	No
Was there a failure to transmit to the plan any participant contributions	2012-07-31	No
Has the plan failed to provide any benefit when due under the plan	2012-07-31	No
Contributions received in cash from employer	2012-07-31	$260,000
Employer contributions (assets) at end of year	2012-07-31	$0
Employer contributions (assets) at beginning of year	2012-07-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-07-31	$753,451
Contract administrator fees	2012-07-31	$579
Did the plan have assets held for investment	2012-07-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-07-31	Disclaimer
Accountancy firm name	2012-07-31	MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN	2012-07-31	010720005
2011 : BELEN RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-07-31	$0
Total income from all sources (including contributions)	2011-07-31	$1,611,282
Total loss/gain on sale of assets	2011-07-31	$0
Total of all expenses incurred	2011-07-31	$269,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-07-31	$268,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-07-31	$822,602
Value of total assets at end of year	2011-07-31	$8,762,631
Value of total assets at beginning of year	2011-07-31	$7,420,401
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-07-31	$500
Total interest from all sources	2011-07-31	$56,638
Total dividends received (eg from common stock, registered investment company shares)	2011-07-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-07-31	No
Was this plan covered by a fidelity bond	2011-07-31	Yes
Value of fidelity bond cover	2011-07-31	$500,000
If this is an individual account plan, was there a blackout period	2011-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-07-31	No
Contributions received from participants	2011-07-31	$598,519
Participant contributions at end of year	2011-07-31	$283,461
Participant contributions at beginning of year	2011-07-31	$248,993
Income. Received or receivable in cash from other sources (including rollovers)	2011-07-31	$39,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-07-31	No
Value of net income/loss	2011-07-31	$1,342,230
Value of net assets at end of year (total assets less liabilities)	2011-07-31	$8,762,631
Value of net assets at beginning of year (total assets less liabilities)	2011-07-31	$7,420,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-07-31	No
Were any leases to which the plan was party in default or uncollectible	2011-07-31	No
Value of interest in pooled separate accounts at end of year	2011-07-31	$6,343,265
Value of interest in pooled separate accounts at beginning of year	2011-07-31	$5,520,803
Interest on participant loans	2011-07-31	$12,875
Interest earned on other investments	2011-07-31	$43,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-07-31	$2,135,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-07-31	$1,650,605
Net investment gain/loss from pooled separate accounts	2011-07-31	$732,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-07-31	No
Was there a failure to transmit to the plan any participant contributions	2011-07-31	No
Has the plan failed to provide any benefit when due under the plan	2011-07-31	No
Contributions received in cash from employer	2011-07-31	$184,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-07-31	$268,552
Contract administrator fees	2011-07-31	$500
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	2011-07-31	No
Did the plan have assets held for investment	2011-07-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-07-31	Disclaimer
Accountancy firm name	2011-07-31	MORRISON BROWN ARGIZ AND FARRA LLC
Accountancy firm EIN	2011-07-31	010720052
2010 : BELEN RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-07-31	$0

Form 5500 Responses for BELEN RETIREMENT PLAN

2016: BELEN RETIREMENT PLAN 2016 form 5500 responses
2016-08-01	Type of plan entity	Single employer plan
2016-08-01	Submission has been amended	Yes
2016-08-01	This submission is the final filing	Yes
2016-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-08-01	Plan is a collectively bargained plan	No
2016-08-01	Plan funding arrangement – Insurance	Yes
2016-08-01	Plan funding arrangement – Trust	Yes
2016-08-01	Plan benefit arrangement - Trust	Yes
2015: BELEN RETIREMENT PLAN 2015 form 5500 responses
2015-08-01	Type of plan entity	Single employer plan
2015-08-01	Submission has been amended	No
2015-08-01	This submission is the final filing	No
2015-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-08-01	Plan is a collectively bargained plan	No
2015-08-01	Plan funding arrangement – Insurance	Yes
2015-08-01	Plan funding arrangement – Trust	Yes
2015-08-01	Plan benefit arrangement - Trust	Yes
2014: BELEN RETIREMENT PLAN 2014 form 5500 responses
2014-08-01	Type of plan entity	Single employer plan
2014-08-01	Submission has been amended	No
2014-08-01	This submission is the final filing	No
2014-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-08-01	Plan is a collectively bargained plan	No
2014-08-01	Plan funding arrangement – Insurance	Yes
2014-08-01	Plan funding arrangement – Trust	Yes
2014-08-01	Plan benefit arrangement - Trust	Yes
2013: BELEN RETIREMENT PLAN 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	Submission has been amended	No
2013-08-01	This submission is the final filing	No
2013-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-08-01	Plan is a collectively bargained plan	No
2013-08-01	Plan funding arrangement – Insurance	Yes
2013-08-01	Plan funding arrangement – Trust	Yes
2013-08-01	Plan benefit arrangement - Trust	Yes
2012: BELEN RETIREMENT PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Submission has been amended	No
2012-08-01	This submission is the final filing	No
2012-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-08-01	Plan is a collectively bargained plan	No
2012-08-01	Plan funding arrangement – Insurance	Yes
2012-08-01	Plan funding arrangement – Trust	Yes
2012-08-01	Plan benefit arrangement - Trust	Yes
2011: BELEN RETIREMENT PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Submission has been amended	No
2011-08-01	This submission is the final filing	No
2011-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-08-01	Plan is a collectively bargained plan	No
2011-08-01	Plan funding arrangement – Insurance	Yes
2011-08-01	Plan funding arrangement – Trust	Yes
2011-08-01	Plan benefit arrangement - Trust	Yes
2010: BELEN RETIREMENT PLAN 2010 form 5500 responses
2010-08-01	Type of plan entity	Single employer plan
2010-08-01	Submission has been amended	No
2010-08-01	This submission is the final filing	No
2010-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-08-01	Plan is a collectively bargained plan	No
2010-08-01	Plan funding arrangement – Insurance	Yes
2010-08-01	Plan funding arrangement – Trust	Yes
2010-08-01	Plan benefit arrangement – Insurance	Yes
2010-08-01	Plan benefit arrangement - Trust	Yes
2009: BELEN RETIREMENT PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Submission has been amended	No
2009-08-01	This submission is the final filing	No
2009-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-08-01	Plan is a collectively bargained plan	No
2009-08-01	Plan funding arrangement – Insurance	Yes
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

91668033

Policy instance

Insurance contract or identification number	91668033
Number of Individuals Covered	165
Insurance policy start date	2014-08-01
Insurance policy end date	2015-07-31
Total amount of commissions paid to insurance broker	USD $18,580
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $14,864
Insurance broker organization code?	3
Insurance broker name	MICHAUD PATRICK

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

91668033

Policy instance

Insurance contract or identification number	91668033
Number of Individuals Covered	158
Insurance policy start date	2013-08-01
Insurance policy end date	2014-07-31
Total amount of commissions paid to insurance broker	USD $16,782
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $13,426
Insurance broker organization code?	3
Insurance broker name	MICHAUD PATRICK

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

91668033

Policy instance

Insurance contract or identification number	91668033
Number of Individuals Covered	157
Insurance policy start date	2012-08-01
Insurance policy end date	2013-07-31
Total amount of commissions paid to insurance broker	USD $14,124
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $11,299
Insurance broker organization code?	3
Insurance broker name	MICHAUD PATRICK

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

91668033

Policy instance

Insurance contract or identification number	91668033
Number of Individuals Covered	156
Insurance policy start date	2011-08-01
Insurance policy end date	2012-07-31
Total amount of commissions paid to insurance broker	USD $12,459
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

91668033

Policy instance

Insurance contract or identification number	91668033
Number of Individuals Covered	145
Insurance policy start date	2010-08-01
Insurance policy end date	2011-07-31
Total amount of commissions paid to insurance broker	USD $11,799
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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:	BELEN JESUIT PREPARATORY SCHOOL, INC.
Employer identification number (EIN):	590998339
NAIC Classification:	611000

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1962-09-19
Company Identification Number:	704543
Legal Registered Office Address:	500 SW 127 AVE MIAMI 33184

Plan id#	Filing Submission Date	Name of Administrator
001	2016-08-01	ANA PEREZ-ABREU
001	2016-08-01
001	2015-08-01	ANA PEREZ-ABREU
001	2014-08-01	CAROL ANN VILA
001	2013-08-01	CAROL ANN VILA
001	2012-08-01	CAROL ANN VILA
001	2011-08-01	CAROL ANN VILA
001	2010-08-01	CAROL VILA
001	2009-08-01	CAROL ANN VILA