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ROBINSON SCHOOL , INC. RETIREMENT PLAN 401k Plan overview

Plan NameROBINSON SCHOOL , INC. RETIREMENT PLAN
Plan identification number 001

ROBINSON SCHOOL , INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

ROBINSON SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBINSON SCHOOL, INC.
Employer identification number (EIN):660367053
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBINSON SCHOOL , INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JANET SANTIAGO JANET SANTIAGO2018-10-12
0012016-01-01JANET SANTIAGO JANET SANTIAGO2018-02-13
0012015-01-01JANET SANTIAGO JANET SANTIAGO2016-10-14
0012014-01-01JANET SANTIAGO JANET SANTIAGO2015-10-14
0012013-01-01JANET SANTIAGO JANET SANTIAGO2014-10-14
0012012-01-01JANET SANTIAGO JANET SANTIAGO2013-09-26
0012011-01-01JANET SANTIAGO JANET SANTIAGO2012-10-12
0012010-01-01NAN WODARZ2011-07-29 NAN WODARZ2011-07-29

Plan Statistics for ROBINSON SCHOOL , INC. RETIREMENT PLAN

401k plan membership statisitcs for ROBINSON SCHOOL , INC. RETIREMENT PLAN

Measure Date Value
2023: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01173
Total number of active participants reported on line 7a of the Form 55002023-01-01125
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0146
Total of all active and inactive participants2023-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01171
Number of participants with account balances2023-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-012
2022: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01160
Total number of active participants reported on line 7a of the Form 55002022-01-01130
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0143
Total of all active and inactive participants2022-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01173
Number of participants with account balances2022-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01165
Total number of active participants reported on line 7a of the Form 55002021-01-01120
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0140
Total of all active and inactive participants2021-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01160
Number of participants with account balances2021-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01165
Total number of active participants reported on line 7a of the Form 55002020-01-01125
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0140
Total of all active and inactive participants2020-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01165
Number of participants with account balances2020-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01157
Total number of active participants reported on line 7a of the Form 55002019-01-01132
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0133
Total of all active and inactive participants2019-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01165
Number of participants with account balances2019-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01154
Total number of active participants reported on line 7a of the Form 55002018-01-01126
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01157
Number of participants with account balances2018-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01145
Total number of active participants reported on line 7a of the Form 55002017-01-01124
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01154
Number of participants with account balances2017-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01140
Total number of active participants reported on line 7a of the Form 55002016-01-01122
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01145
Number of participants with account balances2016-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01149
Total number of active participants reported on line 7a of the Form 55002015-01-01123
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01140
Number of participants with account balances2015-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01145
Total number of active participants reported on line 7a of the Form 55002014-01-01122
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01149
Number of participants with account balances2014-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01123
Total number of active participants reported on line 7a of the Form 55002013-01-01117
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01145
Number of participants with account balances2013-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01113
Total number of active participants reported on line 7a of the Form 55002012-01-0191
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01119
Number of participants with account balances2012-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0197
Total number of active participants reported on line 7a of the Form 55002011-01-01122
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01122
Number of participants with account balances2011-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on ROBINSON SCHOOL , INC. RETIREMENT PLAN

Measure Date Value
2023 : ROBINSON SCHOOL , INC. RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$487
Total income from all sources (including contributions)2023-12-31$1,288,937
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$141,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$131,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$379,974
Value of total assets at end of year2023-12-31$5,800,707
Value of total assets at beginning of year2023-12-31$4,652,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$10,052
Total interest from all sources2023-12-31$3,633
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$114,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$114,138
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$155,765
Participant contributions at end of year2023-12-31$82,466
Participant contributions at beginning of year2023-12-31$71,384
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$87,997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$1,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$487
Administrative expenses (other) incurred2023-12-31$10,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,147,211
Value of net assets at end of year (total assets less liabilities)2023-12-31$5,799,702
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,652,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$4,905,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,796,342
Income. Interest from loans (other than to participants)2023-12-31$3,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$812,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$785,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$791,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$136,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$131,674
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31KEVANE GRANT THORNTON LLC
Accountancy firm EIN2023-12-31660563256
2022 : ROBINSON SCHOOL , INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$487
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$691
Total income from all sources (including contributions)2022-12-31$-499,862
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$408,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$399,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$276,897
Value of total assets at end of year2022-12-31$4,652,978
Value of total assets at beginning of year2022-12-31$5,561,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$9,228
Total interest from all sources2022-12-31$3,591
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$234,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$234,302
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$360,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$152,409
Participant contributions at end of year2022-12-31$71,384
Participant contributions at beginning of year2022-12-31$69,279
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$21,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$691
Administrative expenses (other) incurred2022-12-31$9,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-908,321
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,652,491
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,560,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,796,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,646,772
Income. Interest from loans (other than to participants)2022-12-31$3,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$785,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$845,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,014,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$124,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$378,187
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KEVANE GRANT THORNTON LLC
Accountancy firm EIN2022-12-31660563256
2021 : ROBINSON SCHOOL , INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$691
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,931
Total income from all sources (including contributions)2021-12-31$1,173,775
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$186,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$157,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$275,765
Value of total assets at end of year2021-12-31$5,561,503
Value of total assets at beginning of year2021-12-31$4,578,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$29,153
Total interest from all sources2021-12-31$3,914
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$270,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$270,174
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$360,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$152,627
Participant contributions at end of year2021-12-31$69,279
Participant contributions at beginning of year2021-12-31$84,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$691
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$4,931
Administrative expenses (other) incurred2021-12-31$9,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$987,615
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,560,812
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,573,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$19,719
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,646,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,686,626
Interest on participant loans2021-12-31$3,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$845,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$806,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$623,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$123,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$157,007
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KEVANE GRANT THORNTON LLC
Accountancy firm EIN2021-12-31660563256
2020 : ROBINSON SCHOOL , INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,931
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$846,507
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$338,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$310,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$284,618
Value of total assets at end of year2020-12-31$4,578,128
Value of total assets at beginning of year2020-12-31$4,064,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,900
Total interest from all sources2020-12-31$4,775
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$163,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$163,038
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$253,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$155,868
Participant contributions at end of year2020-12-31$84,847
Participant contributions at beginning of year2020-12-31$90,469
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$4,931
Administrative expenses (other) incurred2020-12-31$12,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$508,210
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,573,197
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,064,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$15,472
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,686,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,315,589
Interest on participant loans2020-12-31$4,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$806,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$658,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$394,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$128,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$310,397
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KEVANE GRANT THORNTON LLC
Accountancy firm EIN2020-12-31660563256
2019 : ROBINSON SCHOOL , INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$990,064
Total income from all sources (including contributions)2019-12-31$990,064
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$129,374
Total of all expenses incurred2019-12-31$129,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$105,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$105,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$273,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$273,485
Value of total assets at end of year2019-12-31$4,064,987
Value of total assets at end of year2019-12-31$4,064,987
Value of total assets at beginning of year2019-12-31$3,204,297
Value of total assets at beginning of year2019-12-31$3,204,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,133
Total interest from all sources2019-12-31$4,926
Total interest from all sources2019-12-31$4,926
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$148,142
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$148,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$148,142
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$148,142
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$253,000
Value of fidelity bond cover2019-12-31$253,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$147,538
Contributions received from participants2019-12-31$147,538
Participant contributions at end of year2019-12-31$90,469
Participant contributions at end of year2019-12-31$90,469
Participant contributions at beginning of year2019-12-31$82,942
Participant contributions at beginning of year2019-12-31$82,942
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,361
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,361
Administrative expenses (other) incurred2019-12-31$10,102
Administrative expenses (other) incurred2019-12-31$10,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$860,690
Value of net income/loss2019-12-31$860,690
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,064,987
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,064,987
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,204,297
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,204,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$14,031
Investment advisory and management fees2019-12-31$14,031
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,315,589
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,315,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,484,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,484,027
Interest on participant loans2019-12-31$4,926
Interest on participant loans2019-12-31$4,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$658,929
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$658,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$637,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$637,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$563,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$563,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$124,586
Contributions received in cash from employer2019-12-31$124,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$105,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$105,241
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KEVANE GRANT THORTON LLC
Accountancy firm name2019-12-31KEVANE GRANT THORTON LLC
Accountancy firm EIN2019-12-31660563256
Accountancy firm EIN2019-12-31660563256
2018 : ROBINSON SCHOOL , INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$94,102
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$430,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$396,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$255,784
Value of total assets at end of year2018-12-31$3,204,297
Value of total assets at beginning of year2018-12-31$3,540,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,638
Total interest from all sources2018-12-31$3,600
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$187,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$253,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$138,475
Participant contributions at end of year2018-12-31$82,942
Participant contributions at beginning of year2018-12-31$96,169
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$42
Administrative expenses (other) incurred2018-12-31$20,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-336,551
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,204,297
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,540,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$13,698
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,484,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,739,860
Interest on participant loans2018-12-31$3,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$637,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$704,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-352,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$117,267
Income. Dividends from common stock2018-12-31$187,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$396,015
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KEVANE GRANT THORTON LLC
Accountancy firm EIN2018-12-31660563256
2017 : ROBINSON SCHOOL , INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$702,222
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$144,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$113,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$256,804
Value of total assets at end of year2017-12-31$3,540,848
Value of total assets at beginning of year2017-12-31$2,982,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,027
Total interest from all sources2017-12-31$4,961
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$149,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$149,259
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$253,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$138,872
Participant contributions at end of year2017-12-31$96,169
Participant contributions at beginning of year2017-12-31$138,556
Participant contributions at beginning of year2017-12-31$5,408
Administrative expenses (other) incurred2017-12-31$18,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$558,059
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,540,848
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,982,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$12,458
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,739,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,153,082
Interest on participant loans2017-12-31$4,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$704,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$680,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$291,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$117,932
Employer contributions (assets) at beginning of year2017-12-31$4,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$113,136
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KEVANE GRANT THORTON LLC
Accountancy firm EIN2017-12-31660563256
2016 : ROBINSON SCHOOL , INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$431,648
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$154,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$126,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$229,555
Value of total assets at end of year2016-12-31$2,982,789
Value of total assets at beginning of year2016-12-31$2,705,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$27,561
Total interest from all sources2016-12-31$6,559
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$88,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$88,785
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$157,957
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$121,498
Participant contributions at end of year2016-12-31$138,556
Participant contributions at beginning of year2016-12-31$186,070
Participant contributions at end of year2016-12-31$5,408
Administrative expenses (other) incurred2016-12-31$27,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$277,230
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,982,789
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,705,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,153,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,885,266
Interest on participant loans2016-12-31$6,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$680,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$634,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$106,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$108,057
Employer contributions (assets) at end of year2016-12-31$4,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$126,857
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KEVANE GRANT THORNTON LLC
Accountancy firm EIN2016-12-31660563256
2015 : ROBINSON SCHOOL , INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,797
Total income from all sources (including contributions)2015-12-31$237,542
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$153,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$136,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$220,736
Value of total assets at end of year2015-12-31$2,705,559
Value of total assets at beginning of year2015-12-31$2,645,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,366
Total interest from all sources2015-12-31$5,385
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$130,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$130,842
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$157,957
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$117,334
Participant contributions at end of year2015-12-31$186,070
Participant contributions at beginning of year2015-12-31$110,859
Participant contributions at beginning of year2015-12-31$5,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$7,797
Administrative expenses (other) incurred2015-12-31$16,366
Liabilities. Value of operating payables at beginning of year2015-12-31$17,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$84,502
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,705,559
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,621,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,885,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,917,814
Interest on participant loans2015-12-31$5,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$634,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$607,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-119,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$103,402
Employer contributions (assets) at beginning of year2015-12-31$4,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$136,674
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KEVANE GRANT THORNTON LLC
Accountancy firm EIN2015-12-31660563256
2014 : ROBINSON SCHOOL , INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$24,797
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,500
Total income from all sources (including contributions)2014-12-31$401,141
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$134,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$110,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$212,585
Value of total assets at end of year2014-12-31$2,645,854
Value of total assets at beginning of year2014-12-31$2,362,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,554
Total interest from all sources2014-12-31$17,650
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$133,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$133,024
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$157,957
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$111,480
Participant contributions at end of year2014-12-31$110,859
Participant contributions at beginning of year2014-12-31$145,082
Participant contributions at end of year2014-12-31$5,026
Participant contributions at beginning of year2014-12-31$5,502
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$683
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$7,797
Administrative expenses (other) incurred2014-12-31$24,554
Liabilities. Value of operating payables at end of year2014-12-31$17,000
Liabilities. Value of operating payables at beginning of year2014-12-31$7,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$266,237
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,621,057
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,354,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,917,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,647,253
Interest on participant loans2014-12-31$5,380
Interest earned on other investments2014-12-31$12,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$607,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$560,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$37,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$100,422
Employer contributions (assets) at end of year2014-12-31$4,281
Employer contributions (assets) at beginning of year2014-12-31$3,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$110,350
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KEVANE GRANT THORNTON
Accountancy firm EIN2014-12-31660563256
2013 : ROBINSON SCHOOL , INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$570,909
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$72,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$41,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$203,608
Value of total assets at end of year2013-12-31$2,362,320
Value of total assets at beginning of year2013-12-31$1,856,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30,429
Total interest from all sources2013-12-31$24,264
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$106,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$106,698
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$114,281
Participant contributions at end of year2013-12-31$145,082
Participant contributions at beginning of year2013-12-31$98,241
Participant contributions at end of year2013-12-31$5,502
Administrative expenses (other) incurred2013-12-31$30,429
Liabilities. Value of operating payables at end of year2013-12-31$7,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$498,539
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,354,820
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,856,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,647,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,254,680
Income. Interest from loans (other than to participants)2013-12-31$4,012
Interest earned on other investments2013-12-31$20,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$560,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$503,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$236,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$89,327
Employer contributions (assets) at end of year2013-12-31$3,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$41,941
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KEVANE GRANT THORNTON
Accountancy firm EIN2013-12-31660563256
2012 : ROBINSON SCHOOL , INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$341,638
Expenses. Total of all expenses incurred2012-12-31$99,083
Benefits paid (including direct rollovers)2012-12-31$95,748
Total plan assets at end of year2012-12-31$1,856,281
Total plan assets at beginning of year2012-12-31$1,613,726
Total contributions received or receivable from participants2012-12-31$89,344
Expenses. Other expenses not covered elsewhere2012-12-31$3,335
Other income received2012-12-31$175,670
Net income (gross income less expenses)2012-12-31$242,555
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,856,281
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,613,726
Assets. Value of participant loans2012-12-31$98,241
Total contributions received or receivable from employer(s)2012-12-31$76,624
2011 : ROBINSON SCHOOL , INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$100,562
Expenses. Total of all expenses incurred2011-12-31$512,394
Benefits paid (including direct rollovers)2011-12-31$490,696
Total plan assets at end of year2011-12-31$1,613,726
Total plan assets at beginning of year2011-12-31$2,025,558
Total contributions received or receivable from participants2011-12-31$148,098
Expenses. Other expenses not covered elsewhere2011-12-31$21,698
Other income received2011-12-31$-129,025
Net income (gross income less expenses)2011-12-31$-411,832
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,613,726
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,025,558
Assets. Value of participant loans2011-12-31$69,387
Total contributions received or receivable from employer(s)2011-12-31$81,489

Form 5500 Responses for ROBINSON SCHOOL , INC. RETIREMENT PLAN

2023: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBINSON SCHOOL , INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333002-P1
Policy instance 1
Insurance contract or identification number333002-P1
Number of Individuals Covered92
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333002-P1
Policy instance 1
Insurance contract or identification number333002-P1
Number of Individuals Covered87
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333002-P1
Policy instance 1
Insurance contract or identification number333002-P1
Number of Individuals Covered93
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333002-P1
Policy instance 1
Insurance contract or identification number333002-P1
Number of Individuals Covered96
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333002-P1
Policy instance 1
Insurance contract or identification number333002-P1
Number of Individuals Covered101
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333002-P1
Policy instance 1
Insurance contract or identification number333002-P1
Number of Individuals Covered90
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333002-P1
Policy instance 1
Insurance contract or identification number333002-P1
Number of Individuals Covered97
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333002-P1
Policy instance 1
Insurance contract or identification number333002-P1
Number of Individuals Covered85
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333002-P1
Policy instance 1
Insurance contract or identification number333002-P1
Number of Individuals Covered85
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333002-P1
Policy instance 1
Insurance contract or identification number333002-P1
Number of Individuals Covered85
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333002-P1
Policy instance 1
Insurance contract or identification number333002-P1
Number of Individuals Covered86
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333002-P1
Policy instance 1
Insurance contract or identification number333002-P1
Number of Individuals Covered88
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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

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