401k Plan data: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN plan

MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MURRAY & MACDONALD INSURANCE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: MURRAY & MACDONALD INSURANCE SERVICES, INC.

Employer identification number (EIN): 043371869

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SARA L. GIGUERE 2023-06-22 SARA L. GIGUERE 2023-06-22
001 2021-01-01 SARA L. GIGUERE 2022-07-18 SARA L. GIGUERE 2022-07-18
001 2020-01-01 SARA L. GIGUERE 2021-07-12 SARA L. GIGUERE 2021-07-12
001 2019-01-01 SARA L. GIGUERE 2020-06-02 SARA L. GIGUERE 2020-06-02
001 2018-01-01 SARA L. GIGUERE 2019-07-25 SARA L. GIGUERE 2019-07-25
001 2017-01-01 SARA L. GIGUERE 2018-07-25 SARA L. GIGUERE 2018-07-25
001 2016-01-01 SARA L. GIGUERE 2017-07-24 SARA L. GIGUERE 2017-07-24
001 2015-01-01 SARA L. GIGUERE 2016-07-06 SARA L. GIGUERE 2016-07-06
001 2014-01-01 SARA L. GIGUERE 2015-07-15 SARA L. GIGUERE 2015-07-15
001 2013-01-01 SARA L. GIGUERE 2014-06-25 SARA L. GIGUERE 2014-06-25
001 2012-01-01 SARA L. GIGUERE 2013-06-19 SARA L. GIGUERE 2013-06-19
001 2011-01-01 SARA L GIGUERE 2012-05-31 SARA L GIGUERE 2012-05-31
001 2009-01-01 DOUGLAS MACDONALD
001 2007-01-01 DOUGLAS MACDONALD
001 2006-01-01 DOUGLAS MACDONALD
001 2005-01-01 DOUGLAS MACDONALD
001 2005-01-01 DOUGLAS MACDONALD
001 2004-01-01 DOUGLAS MACDONALD
001 2004-01-01 DOUGLAS MACDONALD
001 2003-10-01 DOUGLAS MACDONALD
001 2003-10-01 DOUGLAS MACDONALD
001 2002-10-01 DOUGLAS MACDONALD
001 2002-10-01 DOUGLAS MACDONALD
001 2000-10-01 DOUGLAS MACDONALD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	SARA L. GIGUERE	2023-06-22	SARA L. GIGUERE	2023-06-22
001	2021-01-01	SARA L. GIGUERE	2022-07-18	SARA L. GIGUERE	2022-07-18
001	2020-01-01	SARA L. GIGUERE	2021-07-12	SARA L. GIGUERE	2021-07-12
001	2019-01-01	SARA L. GIGUERE	2020-06-02	SARA L. GIGUERE	2020-06-02
001	2018-01-01	SARA L. GIGUERE	2019-07-25	SARA L. GIGUERE	2019-07-25
001	2017-01-01	SARA L. GIGUERE	2018-07-25	SARA L. GIGUERE	2018-07-25
001	2016-01-01	SARA L. GIGUERE	2017-07-24	SARA L. GIGUERE	2017-07-24
001	2015-01-01	SARA L. GIGUERE	2016-07-06	SARA L. GIGUERE	2016-07-06
001	2014-01-01	SARA L. GIGUERE	2015-07-15	SARA L. GIGUERE	2015-07-15
001	2013-01-01	SARA L. GIGUERE	2014-06-25	SARA L. GIGUERE	2014-06-25
001	2012-01-01	SARA L. GIGUERE	2013-06-19	SARA L. GIGUERE	2013-06-19
001	2011-01-01	SARA L GIGUERE	2012-05-31	SARA L GIGUERE	2012-05-31
001	2009-01-01	DOUGLAS MACDONALD
001	2007-01-01	DOUGLAS MACDONALD
001	2006-01-01	DOUGLAS MACDONALD
001	2005-01-01	DOUGLAS MACDONALD
001	2005-01-01	DOUGLAS MACDONALD
001	2004-01-01	DOUGLAS MACDONALD
001	2004-01-01	DOUGLAS MACDONALD
001	2003-10-01	DOUGLAS MACDONALD
001	2003-10-01	DOUGLAS MACDONALD
001	2002-10-01	DOUGLAS MACDONALD
001	2002-10-01	DOUGLAS MACDONALD
001	2000-10-01	DOUGLAS MACDONALD

Plan Statistics for MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2009: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 28
Number of participants with account balances 2009-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1
2007: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 25
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 3
Total of all active and inactive participants 2007-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 28
Number of participants with account balances 2007-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0
2006: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 21
Number of retired or separated participants receiving benefits 2006-01-01 0
Number of other retired or separated participants entitled to future benefits 2006-01-01 2
Total of all active and inactive participants 2006-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 23
Number of participants with account balances 2006-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 0
2005: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year 2005-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2005-01-01 24
Number of retired or separated participants receiving benefits 2005-01-01 0
Number of other retired or separated participants entitled to future benefits 2005-01-01 3
Total of all active and inactive participants 2005-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2005-01-01 0
Total participants 2005-01-01 27
Number of participants with account balances 2005-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2005-01-01 0
2004: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2004 401k membership
Total participants, beginning-of-year 2004-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2004-01-01 37
Number of retired or separated participants receiving benefits 2004-01-01 0
Number of other retired or separated participants entitled to future benefits 2004-01-01 2
Total of all active and inactive participants 2004-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2004-01-01 0
Total participants 2004-01-01 39
Number of participants with account balances 2004-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2004-01-01 0
2003: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2003 401k membership
Total participants, beginning-of-year 2003-10-01 28
Total number of active participants reported on line 7a of the Form 5500 2003-10-01 31
Number of retired or separated participants receiving benefits 2003-10-01 0
Number of other retired or separated participants entitled to future benefits 2003-10-01 3
Total of all active and inactive participants 2003-10-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2003-10-01 0
Total participants 2003-10-01 34
Number of participants with account balances 2003-10-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2003-10-01 0
2002: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2002 401k membership
Total participants, beginning-of-year 2002-10-01 27
Total number of active participants reported on line 7a of the Form 5500 2002-10-01 25
Number of retired or separated participants receiving benefits 2002-10-01 0
Number of other retired or separated participants entitled to future benefits 2002-10-01 3
Total of all active and inactive participants 2002-10-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2002-10-01 0
Total participants 2002-10-01 28
Number of participants with account balances 2002-10-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2002-10-01 0
Number of employers contributing to the scheme 2002-10-01 0
2000: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2000 401k membership
Total participants, beginning-of-year 2000-10-01 18
Total number of active participants reported on line 7a of the Form 5500 2000-10-01 21
Number of retired or separated participants receiving benefits 2000-10-01 0
Number of other retired or separated participants entitled to future benefits 2000-10-01 4
Total of all active and inactive participants 2000-10-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2000-10-01 0
Total participants 2000-10-01 25
Number of participants with account balances 2000-10-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2000-10-01 0
Number of employers contributing to the scheme 2000-10-01 1

Measure	Date	Value
2009: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	28
Number of participants with account balances	2009-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1
2007: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	25
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	3
Total of all active and inactive participants	2007-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	28
Number of participants with account balances	2007-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0
2006: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	21
Number of retired or separated participants receiving benefits	2006-01-01	0
Number of other retired or separated participants entitled to future benefits	2006-01-01	2
Total of all active and inactive participants	2006-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	23
Number of participants with account balances	2006-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	0
2005: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year	2005-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2005-01-01	24
Number of retired or separated participants receiving benefits	2005-01-01	0
Number of other retired or separated participants entitled to future benefits	2005-01-01	3
Total of all active and inactive participants	2005-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2005-01-01	0
Total participants	2005-01-01	27
Number of participants with account balances	2005-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2005-01-01	0
2004: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2004 401k membership
Total participants, beginning-of-year	2004-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2004-01-01	37
Number of retired or separated participants receiving benefits	2004-01-01	0
Number of other retired or separated participants entitled to future benefits	2004-01-01	2
Total of all active and inactive participants	2004-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2004-01-01	0
Total participants	2004-01-01	39
Number of participants with account balances	2004-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2004-01-01	0
2003: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2003 401k membership
Total participants, beginning-of-year	2003-10-01	28
Total number of active participants reported on line 7a of the Form 5500	2003-10-01	31
Number of retired or separated participants receiving benefits	2003-10-01	0
Number of other retired or separated participants entitled to future benefits	2003-10-01	3
Total of all active and inactive participants	2003-10-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2003-10-01	0
Total participants	2003-10-01	34
Number of participants with account balances	2003-10-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2003-10-01	0
2002: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2002 401k membership
Total participants, beginning-of-year	2002-10-01	27
Total number of active participants reported on line 7a of the Form 5500	2002-10-01	25
Number of retired or separated participants receiving benefits	2002-10-01	0
Number of other retired or separated participants entitled to future benefits	2002-10-01	3
Total of all active and inactive participants	2002-10-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2002-10-01	0
Total participants	2002-10-01	28
Number of participants with account balances	2002-10-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2002-10-01	0
Number of employers contributing to the scheme	2002-10-01	0
2000: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2000 401k membership
Total participants, beginning-of-year	2000-10-01	18
Total number of active participants reported on line 7a of the Form 5500	2000-10-01	21
Number of retired or separated participants receiving benefits	2000-10-01	0
Number of other retired or separated participants entitled to future benefits	2000-10-01	4
Total of all active and inactive participants	2000-10-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2000-10-01	0
Total participants	2000-10-01	25
Number of participants with account balances	2000-10-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2000-10-01	0
Number of employers contributing to the scheme	2000-10-01	1

Financial Data on MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2010 : MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$309,522
Expenses. Total of all expenses incurred	2010-12-31	$313,956
Benefits paid (including direct rollovers)	2010-12-31	$253,438
Total plan assets at end of year	2010-12-31	$1,404,820
Total plan assets at beginning of year	2010-12-31	$1,409,254
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$94,715
Other income received	2010-12-31	$144,330
Net income (gross income less expenses)	2010-12-31	$-4,434
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,404,820
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,409,254
Assets. Value of participant loans	2010-12-31	$6,244
Total contributions received or receivable from employer(s)	2010-12-31	$70,477
Value of corrective distributions	2010-12-31	$60,509
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$9
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

2009: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2007: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes
2006: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes
2005: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2005-01-01	Plan funding arrangement – Trust	Yes
2005-01-01	Plan benefit arrangement - Trust	Yes
2004: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2004 form 5500 responses
2004-01-01	Type of plan entity	Single employer plan
2004-01-01	Submission has been amended	No
2004-01-01	This submission is the final filing	No
2004-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-01-01	Plan is a collectively bargained plan	No
2004-01-01	Plan funding arrangement – Trust	Yes
2004-01-01	Plan benefit arrangement - Trust	Yes
2003: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2003 form 5500 responses
2003-10-01	Type of plan entity	Single employer plan
2003-10-01	Submission has been amended	No
2003-10-01	This submission is the final filing	No
2003-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2003-10-01	Plan is a collectively bargained plan	No
2003-10-01	Plan funding arrangement – Trust	Yes
2003-10-01	Plan benefit arrangement - Trust	Yes
2002: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2002 form 5500 responses
2002-10-01	Type of plan entity	Single employer plan
2002-10-01	Submission has been amended	Yes
2002-10-01	This submission is the final filing	No
2002-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2002-10-01	Plan is a collectively bargained plan	No
2002-10-01	Plan funding arrangement – Trust	Yes
2002-10-01	Plan benefit arrangement - Trust	Yes
2000: MURRAY & MACDONALD INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2000 form 5500 responses
2000-10-01	Type of plan entity	Single employer plan
2000-10-01	Submission has been amended	No
2000-10-01	This submission is the final filing	No
2000-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2000-10-01	Plan is a collectively bargained plan	No
2000-10-01	Plan funding arrangement – Trust	Yes
2000-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MURRAY & MACDONALD INSURANCE SERVICES, INC.
Employer identification number (EIN):	043371869
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages