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The Lowell Whiteman School, Inc

Company Details

Name: The Lowell Whiteman School, Inc
Jurisdiction: Colorado
Legal type: Domestic nonprofit corporation
Status: Good Standing
Date of registration: 27 May 1957 (68 years ago)
Entity Number: 19871263067
ZIP code: 80487
County: Routt County
Place of Formation: COLORADO
Principal Address: 42605 County Road 36 Steamboat Springs CO 80487 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LOWELLWHITEMAN SCHOOL TIAA-CREF RETIREMENT DC PLAN 2022 840469317 2023-03-22 LOWELL WHITEMAN SCHOOL 69
File View Page
Three-digit plan number (PN) 364
Effective date of plan 1984-01-01
Business code 611000
Sponsor’s telephone number 9708791350
Plan sponsor’s DBA name STEAMBOAT MOUNTAIN SCHOOL
Plan sponsor’s address 42605 COUNTY ROAD 36, STEAMBOAT SPRINGS, CO, 804879215

Signature of

Role Plan administrator
Date 2023-03-21
Name of individual signing SAMANTHA COYNE DONNEL
Valid signature Filed with authorized/valid electronic signature
LOWELLWHITEMAN SCHOOL TIAA-CREF RETIREMENT TDA PLAN 2022 840469317 2023-03-21 LOWELL WHITEMAN SCHOOL 32
File View Page
Three-digit plan number (PN) 363
Effective date of plan 1985-01-01
Business code 611000
Sponsor’s telephone number 9708791350
Plan sponsor’s DBA name STEAMBOAT MOUNTAIN SCHOOL
Plan sponsor’s address 42605 COUNTY ROAD 36, STEAMBOAT SPRINGS, CO, 804879215

Signature of

Role Plan administrator
Date 2023-03-20
Name of individual signing SAMANTHA COYNE DONNEL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-03-20
Name of individual signing SAMANTHA COYNE DONNEL
Valid signature Filed with authorized/valid electronic signature
LOWELLWHITEMAN SCHOOL TIAA-CREF RETIREMENT DC PLAN 2022 840469317 2023-03-21 LOWELL WHITEMAN SCHOOL 69
Three-digit plan number (PN) 364
Effective date of plan 1984-01-01
Business code 611000
Sponsor’s telephone number 9708791350
Plan sponsor’s DBA name STEAMBOAT MOUNTAIN SCHOOL
Plan sponsor’s address 42605 COUNTY ROAD 36, STEAMBOAT SPRINGS, CO, 804879215

Signature of

Role Employer/plan sponsor
Date 2023-03-07
Name of individual signing SAMANTHA COYNE DONNEL
Valid signature Filed with authorized/valid electronic signature
LOWELL WHITEMAN SCHOOL TIAA-CREF RETIREMENT DC PLAN 2021 840469317 2022-02-22 LOWELL WHITEMAN SCHOOL 67
File View Page
Three-digit plan number (PN) 364
Effective date of plan 1984-01-01
Business code 611000
Sponsor’s telephone number 9708791350
Plan sponsor’s DBA name STEAMBOAT MOUNTAIN SCHOOL
Plan sponsor’s address 42605 COUNTY ROAD 36, STEAMBOAT SPRINGS, CO, 804879215

Signature of

Role Plan administrator
Date 2022-02-21
Name of individual signing SAMANTHA COYNE DONNEL
Valid signature Filed with authorized/valid electronic signature
LOWELL WHITEMAN SCHOOL TIAA-CREF RETIREMENT TDA PLAN 2021 840469317 2022-02-22 LOWELL WHITEMAN SCHOOL 26
File View Page
Three-digit plan number (PN) 363
Effective date of plan 1985-01-01
Business code 611000
Sponsor’s telephone number 9708791350
Plan sponsor’s DBA name STEAMBOAT MOUNTAIN SCHOOL
Plan sponsor’s address 42605 COUNTY ROAD 36, STEAMBOAT SPRINGS, CO, 804879215

Signature of

Role Plan administrator
Date 2022-02-21
Name of individual signing SAMANTHA COYNE DONNEL
Valid signature Filed with authorized/valid electronic signature
LOWELL WHITEMAN SCHOOL TIAA-CREF RETIREMENT PLAN DC PLAN 2020 840469317 2021-02-09 LOWELL WHITEMAN SCHOOL 69
File View Page
Three-digit plan number (PN) 364
Effective date of plan 1984-01-01
Business code 611000
Sponsor’s telephone number 9708791350
Plan sponsor’s DBA name STEAMBOAT MOUNTAIN SCHOOL
Plan sponsor’s address 42605 COUNTY ROAD 36, STEAMBOAT SPRINGS, CO, 804879215

Signature of

Role Plan administrator
Date 2021-02-08
Name of individual signing MARGARET MORSE
Valid signature Filed with authorized/valid electronic signature
LOWELL WHITEMAN SCHOOL TIAA-CREF RETIREMENT PLAN TDA PLAN 2020 840469317 2021-02-09 LOWELL WHITEMAN SCHOOL 25
File View Page
Three-digit plan number (PN) 363
Effective date of plan 1985-01-01
Business code 611000
Sponsor’s telephone number 9708791350
Plan sponsor’s DBA name STEAMBOAT MOUNTAIN SCHOOL
Plan sponsor’s address 42605 COUNTY ROAD 36, STEAMBOAT SPRINGS, CO, 804879215

Signature of

Role Plan administrator
Date 2021-02-08
Name of individual signing MARGARET MORSE
Valid signature Filed with authorized/valid electronic signature
LOWELL WHITEMAN SCHOOL TIAA-CREF RETIREMENT PLAN TDA PLAN 2019 840469317 2020-02-15 LOWELL WHITEMAN SCHOOL 22
File View Page
Three-digit plan number (PN) 363
Effective date of plan 1985-01-01
Business code 611000
Sponsor’s telephone number 9708791350
Plan sponsor’s DBA name STEAMBOAT MOUNTAIN SCHOOL
Plan sponsor’s address 42605 COUNTY ROAD 36, STEAMBOAT SPRINGS, CO, 804879215

Signature of

Role Plan administrator
Date 2020-02-14
Name of individual signing MARGARET MORSE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-02-14
Name of individual signing MARGARET MORSE
Valid signature Filed with authorized/valid electronic signature
LOWELL WHITEMAN SCHOOL TIAA-CREF RETIREMENT PLAN DC PLAN 2019 840469317 2020-02-15 LOWELL WHITEMAN SCHOOL 65
File View Page
Three-digit plan number (PN) 364
Effective date of plan 1984-01-01
Business code 611000
Sponsor’s telephone number 9708791350
Plan sponsor’s DBA name STEAMBOAT MOUNTAIN SCHOOL
Plan sponsor’s address 42605 COUNTY ROAD 36, STEAMBOAT SPRINGS, CO, 804879215

Signature of

Role Plan administrator
Date 2020-02-14
Name of individual signing MARGARET MORSE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-02-14
Name of individual signing MARGARET MORSE
Valid signature Filed with authorized/valid electronic signature
LOWELL WHITEMAN SCHOOL TIAA-CREF RETIREMENT PLAN DC PLAN 2018 840469317 2019-02-26 LOWELL WHITEMAN SCHOOL 64
File View Page
Three-digit plan number (PN) 364
Effective date of plan 1984-01-01
Business code 611000
Sponsor’s telephone number 9708791350
Plan sponsor’s DBA name STEAMBOAT MOUNTAIN SCHOOL
Plan sponsor’s address 42605 COUNTY ROAD 36, STEAMBOAT SPRINGS, CO, 804879215

Signature of

Role Plan administrator
Date 2019-02-25
Name of individual signing MARGARET MORSE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-02-25
Name of individual signing MARGARET MORSE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
andy weynand Agent 42605 County Road 36 Steamboat Springs CO 80487 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248012090 File Report 2024-09-23 2024-09-23 No data Change in registered agent information
20231992073 File Report 2023-09-25 2023-09-25 No data Change in registered agent information
20221982527 File Report 2022-10-11 2022-10-11 No data Principal address changed, Change in registered agent information
20211897698 File Report 2021-09-28 2021-09-28 No data No data
20208098245 Amend and Restate Articles of Incorporation for a Nonprofit Corporation 2020-12-23 2021-01-01 No data No data
20208092910 Statement of Merger 2020-12-22 2021-01-01 No data No data
20201811079 File Report 2020-09-23 2020-09-23 No data Change of Registered Agent
20191750829 File Report 2019-09-23 2019-09-23 No data No data
20181863386 Statement of Correction Correcting the Entity Name 2018-10-31 2018-10-31 The Lowell Whiteman School, Inc Correction of entity name
20181744456 File Report 2018-09-24 2018-09-24 No data No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State