401k Plan data: FLINTRIDGE PREPARATORY SCHOOL plan

FLINTRIDGE PREPARATORY SCHOOL 401k Plan overview

Plan Name	FLINTRIDGE PREPARATORY SCHOOL
Plan identification number	001

FLINTRIDGE PREPARATORY SCHOOL Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FLINTRIDGE PREPARATORY SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: FLINTRIDGE PREPARATORY SCHOOL

Employer identification number (EIN): 951643324

NAIC Classification: 611000

Additional information about FLINTRIDGE PREPARATORY SCHOOL

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0176845

More information about FLINTRIDGE PREPARATORY SCHOOL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLINTRIDGE PREPARATORY SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 KIMBERLY H. KINDER
001 2017-01-01 KIMBERLY H. KINDER
001 2016-01-01 KIMBERLY H. KINDER 2017-06-19
001 2015-01-01 KIMBERLY H. KINDER 2016-07-28
001 2014-01-01 KIMBERLY H. KINDER 2015-06-23
001 2014-01-01 KIMBERLY H. KINDER 2015-06-23
001 2013-01-01 KIMBERLY H. KINDER 2014-05-12
001 2012-01-01 KIMBERLY H. KINDER 2013-06-24
001 2011-01-01 KIMBERLY H. KINDER 2012-06-21
001 2010-01-01 KIMBERLY H. KINDER 2011-07-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	KIMBERLY H. KINDER
001	2017-01-01	KIMBERLY H. KINDER
001	2016-01-01	KIMBERLY H. KINDER	2017-06-19
001	2015-01-01	KIMBERLY H. KINDER	2016-07-28
001	2014-01-01	KIMBERLY H. KINDER	2015-06-23
001	2014-01-01	KIMBERLY H. KINDER	2015-06-23
001	2013-01-01	KIMBERLY H. KINDER	2014-05-12
001	2012-01-01	KIMBERLY H. KINDER	2013-06-24
001	2011-01-01	KIMBERLY H. KINDER	2012-06-21
001	2010-01-01	KIMBERLY H. KINDER	2011-07-18

Plan Statistics for FLINTRIDGE PREPARATORY SCHOOL

401k plan membership statisitcs for FLINTRIDGE PREPARATORY SCHOOL

Measure Date Value
2023: FLINTRIDGE PREPARATORY SCHOOL 2023 401k membership
Total participants, beginning-of-year 2023-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 124
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 109
Total of all active and inactive participants 2023-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 233
Number of participants with account balances 2023-01-01 233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: FLINTRIDGE PREPARATORY SCHOOL 2022 401k membership
Total participants, beginning-of-year 2022-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 123
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 104
Total of all active and inactive participants 2022-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 229
Number of participants with account balances 2022-01-01 223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: FLINTRIDGE PREPARATORY SCHOOL 2021 401k membership
Total participants, beginning-of-year 2021-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 119
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 97
Total of all active and inactive participants 2021-01-01 216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 217
Number of participants with account balances 2021-01-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: FLINTRIDGE PREPARATORY SCHOOL 2020 401k membership
Total participants, beginning-of-year 2020-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 109
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 92
Total of all active and inactive participants 2020-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 201
Number of participants with account balances 2020-01-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: FLINTRIDGE PREPARATORY SCHOOL 2019 401k membership
Total participants, beginning-of-year 2019-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 104
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 97
Total of all active and inactive participants 2019-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 201
Number of participants with account balances 2019-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: FLINTRIDGE PREPARATORY SCHOOL 2018 401k membership
Total participants, beginning-of-year 2018-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 109
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 83
Total of all active and inactive participants 2018-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 192
Number of participants with account balances 2018-01-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: FLINTRIDGE PREPARATORY SCHOOL 2017 401k membership
Total participants, beginning-of-year 2017-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 155
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 37
Total of all active and inactive participants 2017-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 192
Number of participants with account balances 2017-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2023: FLINTRIDGE PREPARATORY SCHOOL 2023 401k membership
Total participants, beginning-of-year	2023-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	124
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	109
Total of all active and inactive participants	2023-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	233
Number of participants with account balances	2023-01-01	233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: FLINTRIDGE PREPARATORY SCHOOL 2022 401k membership
Total participants, beginning-of-year	2022-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	123
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	104
Total of all active and inactive participants	2022-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	229
Number of participants with account balances	2022-01-01	223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: FLINTRIDGE PREPARATORY SCHOOL 2021 401k membership
Total participants, beginning-of-year	2021-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	119
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	97
Total of all active and inactive participants	2021-01-01	216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	217
Number of participants with account balances	2021-01-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: FLINTRIDGE PREPARATORY SCHOOL 2020 401k membership
Total participants, beginning-of-year	2020-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	109
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	92
Total of all active and inactive participants	2020-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	201
Number of participants with account balances	2020-01-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: FLINTRIDGE PREPARATORY SCHOOL 2019 401k membership
Total participants, beginning-of-year	2019-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	104
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	97
Total of all active and inactive participants	2019-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	201
Number of participants with account balances	2019-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: FLINTRIDGE PREPARATORY SCHOOL 2018 401k membership
Total participants, beginning-of-year	2018-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	109
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	83
Total of all active and inactive participants	2018-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	192
Number of participants with account balances	2018-01-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: FLINTRIDGE PREPARATORY SCHOOL 2017 401k membership
Total participants, beginning-of-year	2017-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	155
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	37
Total of all active and inactive participants	2017-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	192
Number of participants with account balances	2017-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on FLINTRIDGE PREPARATORY SCHOOL

Measure	Date	Value
2023 : FLINTRIDGE PREPARATORY SCHOOL 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$6,580,506
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$2,893,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,850,755
Expenses. Certain deemed distributions of participant loans	2023-12-31	$2,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,700,311
Value of total assets at end of year	2023-12-31	$34,772,272
Value of total assets at beginning of year	2023-12-31	$31,085,278
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$40,356
Total interest from all sources	2023-12-31	$303,798
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$312,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$312,447
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$959,809
Participant contributions at end of year	2023-12-31	$70,990
Participant contributions at beginning of year	2023-12-31	$10,869
Other income not declared elsewhere	2023-12-31	$35,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$3,686,994
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$34,772,272
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$31,085,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$27,299,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$23,278,118
Value of interest in pooled separate accounts at end of year	2023-12-31	$913,653
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$1,099,777
Interest on participant loans	2023-12-31	$4,823
Interest earned on other investments	2023-12-31	$298,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$6,488,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$6,696,514
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$212,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$4,384,288
Net investment gain/loss from pooled separate accounts	2023-12-31	$-155,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$740,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,638,277
Contract administrator fees	2023-12-31	$40,356
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Disclaimer
Accountancy firm name	2023-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2023-12-31	410746749
2022 : FLINTRIDGE PREPARATORY SCHOOL 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,203,427
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$777,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$708,967
Expenses. Certain deemed distributions of participant loans	2022-12-31	$48,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,560,827
Value of total assets at end of year	2022-12-31	$31,085,278
Value of total assets at beginning of year	2022-12-31	$35,066,495
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$20,750
Total interest from all sources	2022-12-31	$271,645
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$281,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$281,064
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$887,636
Participant contributions at end of year	2022-12-31	$10,869
Participant contributions at beginning of year	2022-12-31	$54,108
Other income not declared elsewhere	2022-12-31	$18,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,981,217
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$31,085,278
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$35,066,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$23,278,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$27,207,042
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,099,777
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$954,526
Interest on participant loans	2022-12-31	$2,837
Interest earned on other investments	2022-12-31	$268,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$6,696,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$6,850,819
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$227,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,413,813
Net investment gain/loss from pooled separate accounts	2022-12-31	$78,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$673,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$481,313
Contract administrator fees	2022-12-31	$20,750
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : FLINTRIDGE PREPARATORY SCHOOL 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,058,787
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$575,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$550,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,100,634
Value of total assets at end of year	2021-12-31	$35,066,495
Value of total assets at beginning of year	2021-12-31	$29,583,342
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$25,203
Total interest from all sources	2021-12-31	$240,089
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$396,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$396,481
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$912,826
Participant contributions at end of year	2021-12-31	$54,108
Participant contributions at beginning of year	2021-12-31	$55,846
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$523,090
Other income not declared elsewhere	2021-12-31	$21,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,483,153
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$35,066,495
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$29,583,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$27,207,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$21,908,883
Value of interest in pooled separate accounts at end of year	2021-12-31	$954,526
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$744,167
Interest on participant loans	2021-12-31	$4,834
Interest earned on other investments	2021-12-31	$235,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$6,850,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$6,874,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,159,687
Net investment gain/loss from pooled separate accounts	2021-12-31	$140,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$664,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$550,431
Contract administrator fees	2021-12-31	$25,203
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : FLINTRIDGE PREPARATORY SCHOOL 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,990,813
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,521,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,502,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,502,711
Value of total assets at end of year	2020-12-31	$29,583,342
Value of total assets at beginning of year	2020-12-31	$27,113,786
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$18,709
Total interest from all sources	2020-12-31	$269,827
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$163,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$163,916
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$861,916
Participant contributions at end of year	2020-12-31	$55,846
Participant contributions at beginning of year	2020-12-31	$28,686
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,441
Other income not declared elsewhere	2020-12-31	$18,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,469,556
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$29,583,342
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$27,113,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$21,908,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$18,949,385
Value of interest in pooled separate accounts at end of year	2020-12-31	$744,167
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$780,750
Interest on participant loans	2020-12-31	$429
Interest earned on other investments	2020-12-31	$269,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$6,874,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$7,354,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,042,101
Net investment gain/loss from pooled separate accounts	2020-12-31	$-6,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$639,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,502,548
Contract administrator fees	2020-12-31	$18,709
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : FLINTRIDGE PREPARATORY SCHOOL 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$5,475,923
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$765,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$742,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,808,975
Value of total assets at end of year	2019-12-31	$27,113,786
Value of total assets at beginning of year	2019-12-31	$22,403,342
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$23,011
Total interest from all sources	2019-12-31	$273,067
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$126,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$126,510
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$626,145
Amount contributed by the employer to the plan for this plan year	2019-12-31	$626,145
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$797,662
Participant contributions at end of year	2019-12-31	$28,686
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$385,168
Other income not declared elsewhere	2019-12-31	$27,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,710,444
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$27,113,786
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$22,403,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$18,949,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$14,885,280
Value of interest in pooled separate accounts at end of year	2019-12-31	$780,750
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$637,678
Interest on participant loans	2019-12-31	$462
Interest earned on other investments	2019-12-31	$272,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$7,354,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$6,880,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,202,418
Net investment gain/loss from pooled separate accounts	2019-12-31	$37,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$626,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$742,468
Contract administrator fees	2019-12-31	$23,011
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : FLINTRIDGE PREPARATORY SCHOOL 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$370,870
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,315,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,315,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,169,896
Value of total assets at end of year	2018-12-31	$22,403,342
Value of total assets at beginning of year	2018-12-31	$24,348,276
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$267,912
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$524,506
Amount contributed by the employer to the plan for this plan year	2018-12-31	$524,506
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$645,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,944,934
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$22,403,342
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$24,348,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$14,885,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$17,426,882
Value of interest in pooled separate accounts at end of year	2018-12-31	$637,678
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$422,107
Interest earned on other investments	2018-12-31	$267,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$6,880,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$6,499,287
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$839,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,094,069
Net investment gain/loss from pooled separate accounts	2018-12-31	$27,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$524,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,476,571
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : FLINTRIDGE PREPARATORY SCHOOL 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$2,386,214
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	$4,327,108
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,826,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,826,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,333,113
Value of total assets at end of year	2017-12-31	$24,348,276
Value of total assets at beginning of year	2017-12-31	$19,461,821
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$246,050
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$526,052
Amount contributed by the employer to the plan for this plan year	2017-12-31	$526,052
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$649,996
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$157,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,500,241
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$24,348,276
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$19,461,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$17,426,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$13,937,969
Value of interest in pooled separate accounts at end of year	2017-12-31	$422,107
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$622,028
Interest earned on other investments	2017-12-31	$246,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$6,499,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$4,901,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,724,621
Net investment gain/loss from pooled separate accounts	2017-12-31	$23,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$526,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,826,867
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749

Form 5500 Responses for FLINTRIDGE PREPARATORY SCHOOL

2023: FLINTRIDGE PREPARATORY SCHOOL 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: FLINTRIDGE PREPARATORY SCHOOL 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FLINTRIDGE PREPARATORY SCHOOL 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FLINTRIDGE PREPARATORY SCHOOL 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: FLINTRIDGE PREPARATORY SCHOOL 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FLINTRIDGE PREPARATORY SCHOOL 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: FLINTRIDGE PREPARATORY SCHOOL 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

328996

Policy instance

Insurance contract or identification number	328996
Number of Individuals Covered	175
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

328996

Policy instance

Insurance contract or identification number	328996
Number of Individuals Covered	179
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

328996

Policy instance

Insurance contract or identification number	328996
Number of Individuals Covered	180
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

328996

Policy instance

Insurance contract or identification number	328996
Number of Individuals Covered	183
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

328996

Policy instance

Insurance contract or identification number	328996
Number of Individuals Covered	189
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

328996

Policy instance

Insurance contract or identification number	328996
Number of Individuals Covered	191
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

328996

Policy instance

Insurance contract or identification number	328996
Number of Individuals Covered	182
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	FLINTRIDGE PREPARATORY SCHOOL
Employer identification number (EIN):	951643324
NAIC Classification:	611000

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0176845