401k Plan data: INTEGRATED EMPLOYER 401(K) PLAN plan

INTEGRATED EMPLOYER 401(K) PLAN 401k Plan overview

Plan Name	INTEGRATED EMPLOYER 401(K) PLAN
Plan identification number	001

INTEGRATED EMPLOYER 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.

401k Sponsoring company profile

INTEGRATED EMPLOYER SERVICES, LLC. has sponsored the creation of one or more 401k plans.

Company Name: INTEGRATED EMPLOYER SERVICES, LLC.

Employer identification number (EIN): 274595383

NAIC Classification: 541214
NAIC Description: Payroll Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTEGRATED EMPLOYER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 EDWARD ADAMS 2019-10-13
001 2018-01-01 EDWARD ADAMS 2020-04-07
001 2018-01-01 EDWARD ADAMS 2020-04-07
001 2017-01-01
001 2016-01-01 EDWARD ADAMS EDWARD ADAMS 2017-10-16
001 2015-01-01 EDWARD ADAMS EDWARD ADAMS 2016-10-13
001 2014-01-01 EDWARD
001 2013-01-01 DAVID D. SPENCER
001 2012-01-01 DEFOREST SPENCER
001 2011-01-01 DAVID SPENCER 2012-08-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01	EDWARD ADAMS	2019-10-13
001	2018-01-01	EDWARD ADAMS	2020-04-07
001	2018-01-01	EDWARD ADAMS	2020-04-07
001	2017-01-01
001	2016-01-01	EDWARD ADAMS		EDWARD ADAMS	2017-10-16
001	2015-01-01	EDWARD ADAMS		EDWARD ADAMS	2016-10-13
001	2014-01-01	EDWARD
001	2013-01-01	DAVID D. SPENCER
001	2012-01-01	DEFOREST SPENCER
001	2011-01-01	DAVID SPENCER	2012-08-22

Plan Statistics for INTEGRATED EMPLOYER 401(K) PLAN

401k plan membership statisitcs for INTEGRATED EMPLOYER 401(K) PLAN

Measure Date Value
2018: INTEGRATED EMPLOYER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 552
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 244
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 16
Total of all active and inactive participants 2018-01-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 260
Number of participants with account balances 2018-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: INTEGRATED EMPLOYER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 505
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 533
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 19
Total of all active and inactive participants 2017-01-01 552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 552
Number of participants with account balances 2017-01-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: INTEGRATED EMPLOYER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 493
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 475
Number of other retired or separated participants entitled to future benefits 2016-01-01 23
Total of all active and inactive participants 2016-01-01 498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 498
Number of participants with account balances 2016-01-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: INTEGRATED EMPLOYER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 573
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 495
Number of retired or separated participants receiving benefits 2015-01-01 112
Total of all active and inactive participants 2015-01-01 607
Total participants 2015-01-01 607
Number of participants with account balances 2015-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: INTEGRATED EMPLOYER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 547
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 429
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 78
Total of all active and inactive participants 2014-01-01 507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 507
Number of participants with account balances 2014-01-01 256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 10
2013: INTEGRATED EMPLOYER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 350
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 424
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 93
Total of all active and inactive participants 2013-01-01 517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 517
Number of participants with account balances 2013-01-01 284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 14
2012: INTEGRATED EMPLOYER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 252
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 37
Total of all active and inactive participants 2012-01-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 289
Number of participants with account balances 2012-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1

Measure	Date	Value
2018: INTEGRATED EMPLOYER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	552
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	244
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	16
Total of all active and inactive participants	2018-01-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	260
Number of participants with account balances	2018-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: INTEGRATED EMPLOYER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	505
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	533
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	19
Total of all active and inactive participants	2017-01-01	552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	552
Number of participants with account balances	2017-01-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: INTEGRATED EMPLOYER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	493
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	475
Number of other retired or separated participants entitled to future benefits	2016-01-01	23
Total of all active and inactive participants	2016-01-01	498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	498
Number of participants with account balances	2016-01-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: INTEGRATED EMPLOYER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	573
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	495
Number of retired or separated participants receiving benefits	2015-01-01	112
Total of all active and inactive participants	2015-01-01	607
Total participants	2015-01-01	607
Number of participants with account balances	2015-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: INTEGRATED EMPLOYER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	547
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	429
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	78
Total of all active and inactive participants	2014-01-01	507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	507
Number of participants with account balances	2014-01-01	256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	10
2013: INTEGRATED EMPLOYER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	350
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	424
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	93
Total of all active and inactive participants	2013-01-01	517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	517
Number of participants with account balances	2013-01-01	284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	14
2012: INTEGRATED EMPLOYER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	252
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	37
Total of all active and inactive participants	2012-01-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	289
Number of participants with account balances	2012-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1

Financial Data on INTEGRATED EMPLOYER 401(K) PLAN

Measure	Date	Value
2018 : INTEGRATED EMPLOYER 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$5,361,531
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	$947,018
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,712,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,621,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$559,871
Value of total assets at end of year	2018-12-31	$2,800,012
Value of total assets at beginning of year	2018-12-31	$8,926,897
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$91,266
Total interest from all sources	2018-12-31	$0
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	$500,000
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$317,716
Participant contributions at end of year	2018-12-31	$115,688
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$498
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$152,440
Assets. Loans (other than to participants) at end of year	2018-12-31	$53,395
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$157,669
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	$-765,354
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,800,012
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,926,897
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	$2,533,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,355,232
Interest on participant loans	2018-12-31	$8,311
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$102,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$413,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$387,147
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	Yes
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	$89,715
Employer contributions (assets) at end of year	2018-12-31	$-5,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,621,106
Contract administrator fees	2018-12-31	$91,266
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	JASON UNDERWOOD, CPA, PLLC
Accountancy firm EIN	2018-12-31	453976013
2017 : INTEGRATED EMPLOYER 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$2,692,472
Total of all expenses incurred	2017-12-31	$890,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$803,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,404,786
Value of total assets at end of year	2017-12-31	$8,926,897
Value of total assets at beginning of year	2017-12-31	$7,124,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$86,389
Total interest from all sources	2017-12-31	$6,439
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$438,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$438,516
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$640,834
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$464,963
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$158
Assets. Loans (other than to participants) at end of year	2017-12-31	$157,669
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$130,645
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	$1,802,221
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,926,897
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,124,676
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	$8,355,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,459,756
Interest on participant loans	2017-12-31	$6,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$413,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$339,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$842,731
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	Yes
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	$298,989
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$194,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$803,862
Contract administrator fees	2017-12-31	$86,389
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	JASON UNDERWOOD CPA PLLC
Accountancy firm EIN	2017-12-31	453976013
2016 : INTEGRATED EMPLOYER 401(K) PLAN 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$2,857,562
Total transfer of assets from this plan	2016-12-31	$1,816,961
Total income from all sources (including contributions)	2016-12-31	$1,937,420
Total of all expenses incurred	2016-12-31	$442,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$356,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,236,813
Value of total assets at end of year	2016-12-31	$7,124,676
Value of total assets at beginning of year	2016-12-31	$4,588,902
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$85,638
Total interest from all sources	2016-12-31	$6,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$677,556
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$158
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$94
Assets. Loans (other than to participants) at end of year	2016-12-31	$130,645
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$80,255
Other income not declared elsewhere	2016-12-31	$6,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,495,173
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,124,676
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,588,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,459,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,353,305
Interest on participant loans	2016-12-31	$6,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$339,516
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$155,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$687,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$559,257
Employer contributions (assets) at end of year	2016-12-31	$194,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$356,609
Contract administrator fees	2016-12-31	$85,638
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN	2016-12-31	453976013
2015 : INTEGRATED EMPLOYER 401(K) PLAN 2015 401k financial data
Total transfer of assets from this plan	2015-12-31	$382,572
Total income from all sources (including contributions)	2015-12-31	$754,732
Total of all expenses incurred	2015-12-31	$634,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$579,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$805,143
Value of total assets at end of year	2015-12-31	$4,588,902
Value of total assets at beginning of year	2015-12-31	$4,851,539
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$55,646
Total interest from all sources	2015-12-31	$6,440
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$198,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$198,744
Administrative expenses professional fees incurred	2015-12-31	$1,447
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$521,027
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$101,508
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$94
Assets. Loans (other than to participants) at end of year	2015-12-31	$80,255
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$78,567
Administrative expenses (other) incurred	2015-12-31	$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$119,935
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,588,902
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,851,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$35,709
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,353,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,708,550
Interest on participant loans	2015-12-31	$3,679
Interest earned on other investments	2015-12-31	$705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$2,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$155,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$64,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-255,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$182,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$579,151
Contract administrator fees	2015-12-31	$18,365
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN	2015-12-31	453676013
2014 : INTEGRATED EMPLOYER 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$540,636
Total income from all sources (including contributions)	2014-12-31	$1,011,401
Total of all expenses incurred	2014-12-31	$1,489,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,427,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$682,474
Value of total assets at end of year	2014-12-31	$4,851,539
Value of total assets at beginning of year	2014-12-31	$4,789,072
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$62,304
Total interest from all sources	2014-12-31	$3,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$467,359
Participant contributions at end of year	2014-12-31	$78,567
Participant contributions at beginning of year	2014-12-31	$134,695
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$56,962
Other income not declared elsewhere	2014-12-31	$270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-478,169
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,851,539
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,789,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,708,550
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,508,765
Interest on participant loans	2014-12-31	$3,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$64,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$145,612
Net investment gain/loss from pooled separate accounts	2014-12-31	$325,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$158,153
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,427,266
Contract administrator fees	2014-12-31	$62,304
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN	2014-12-31	453976013
2013 : INTEGRATED EMPLOYER 401(K) PLAN 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$1,498,035
Total income from all sources (including contributions)	2013-12-31	$1,147,116
Total of all expenses incurred	2013-12-31	$214,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$164,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$639,608
Value of total assets at end of year	2013-12-31	$4,789,072
Value of total assets at beginning of year	2013-12-31	$2,358,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$49,459
Total interest from all sources	2013-12-31	$4,437
Was this plan covered by a fidelity bond	2013-12-31	No
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$441,579
Participant contributions at end of year	2013-12-31	$134,695
Participant contributions at beginning of year	2013-12-31	$42,333
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$1,237
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$81,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$932,719
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,789,072
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,358,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$4,508,765
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,223,007
Interest on participant loans	2013-12-31	$4,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$145,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$91,641
Net investment gain/loss from pooled separate accounts	2013-12-31	$503,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$116,542
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$164,938
Contract administrator fees	2013-12-31	$49,459
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	JASON UNDERWOOD CPA,PLLC
Accountancy firm EIN	2013-12-31	453976013
2012 : INTEGRATED EMPLOYER 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$1,901,917
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$519,419
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$339,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$316,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$377,781
Value of total assets at end of year	2012-12-31	$2,358,318
Value of total assets at beginning of year	2012-12-31	$276,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$22,506
Total interest from all sources	2012-12-31	$2,461
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$22,506
Was this plan covered by a fidelity bond	2012-12-31	No
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$315,335
Participant contributions at end of year	2012-12-31	$42,333
Participant contributions at beginning of year	2012-12-31	$17,276
Participant contributions at end of year	2012-12-31	$1,237
Participant contributions at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$180,265
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,358,318
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$276,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,223,007
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$257,614
Interest on participant loans	2012-12-31	$2,161
Interest earned on other investments	2012-12-31	$300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$91,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,246
Net investment gain/loss from pooled separate accounts	2012-12-31	$139,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$62,446
Employer contributions (assets) at end of year	2012-12-31	$100
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$316,648
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	JASON UNDERWOOD CPA, PLLC.
Accountancy firm EIN	2012-12-31	453976013

Form 5500 Responses for INTEGRATED EMPLOYER 401(K) PLAN

2018: INTEGRATED EMPLOYER 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple 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 funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INTEGRATED EMPLOYER 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple 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 funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: INTEGRATED EMPLOYER 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: INTEGRATED EMPLOYER 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INTEGRATED EMPLOYER 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: INTEGRATED EMPLOYER 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: INTEGRATED EMPLOYER 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61665-1

Policy instance

Insurance contract or identification number	MR 61665-1
Number of Individuals Covered	135
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,372
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,372
Amount paid for insurance broker fees	0
Insurance broker organization code?	1

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61665-1

Policy instance

Insurance contract or identification number	MR 61665-1
Number of Individuals Covered	205
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,875
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,875
Insurance broker organization code?	1
Insurance broker name	KESTRA INVESTMENT SERVICES LLC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61665-1

Policy instance

Insurance contract or identification number	MR 61665-1
Number of Individuals Covered	198
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,568
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $1,568
Insurance broker organization code?	3
Insurance broker name	NFP INSURANCE SERVICES INC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932280

Policy instance

Insurance contract or identification number	932280
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $29,794
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,133
Insurance broker organization code?	3
Insurance broker name	BROCK AND SPENCER BENEFITS LLC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932280

Policy instance

Insurance contract or identification number	932280
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $28,255
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $28,255
Insurance broker organization code?	3
Insurance broker name	BROCK AND SPENCER BENEFITS LLC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932280

Policy instance

Insurance contract or identification number	932280
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $19,013
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $19,013
Insurance broker organization code?	3
Insurance broker name	BROCK AND SPENCER BENEFITS LLC

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The information provided on this website is not advice, endorsement or recommendation
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Company Name:	INTEGRATED EMPLOYER SERVICES, LLC.
Employer identification number (EIN):	274595383
NAIC Classification:	541214
NAIC Description:	Payroll Services