401k Plan data: ROBERT M. NEFF, INC. PENSION PLAN plan

ROBERT M. NEFF, INC. PENSION PLAN 401k Plan overview

Plan Name	ROBERT M. NEFF, INC. PENSION PLAN
Plan identification number	001

ROBERT M. NEFF, INC. PENSION 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(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

ROBERT M. NEFF INC. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT M. NEFF INC.

Employer identification number (EIN): 310978961

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT M. NEFF, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 JOHN SAUL 2020-07-10
001 2018-01-01 CHARLES BERKHEIMER 2019-09-17
001 2017-01-01 CHARLES BERKHEIMER
001 2016-01-01 CHARLES BERKHEIMER
001 2016-01-01
001 2015-01-01 CHARLES BERKHEIMER
001 2014-01-01 CHARLES BERKHEIMER 2015-10-14
001 2013-01-01 CHARLES BERKHEIMER 2014-09-22
001 2012-01-01 CHARLES BERKHEIMER 2013-10-15
001 2011-01-01 CHARLES BERKHEIMER 2012-10-12
001 2010-01-01 CHARLES BERKHEIMER 2012-11-02 CHARLES BERKHEIMER 2012-11-02
001 2009-01-01 DENNIS HORD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	JOHN SAUL	2020-07-10
001	2018-01-01	CHARLES BERKHEIMER	2019-09-17
001	2017-01-01	CHARLES BERKHEIMER
001	2016-01-01	CHARLES BERKHEIMER
001	2016-01-01
001	2015-01-01	CHARLES BERKHEIMER
001	2014-01-01	CHARLES BERKHEIMER	2015-10-14
001	2013-01-01	CHARLES BERKHEIMER	2014-09-22
001	2012-01-01	CHARLES BERKHEIMER	2013-10-15
001	2011-01-01	CHARLES BERKHEIMER	2012-10-12
001	2010-01-01	CHARLES BERKHEIMER	2012-11-02	CHARLES BERKHEIMER	2012-11-02
001	2009-01-01	DENNIS HORD

Plan Statistics for ROBERT M. NEFF, INC. PENSION PLAN

401k plan membership statisitcs for ROBERT M. NEFF, INC. PENSION PLAN

Measure Date Value
2017: ROBERT M. NEFF, INC. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 81
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 16
Total of all active and inactive participants 2017-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 99
Number of participants with account balances 2017-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ROBERT M. NEFF, INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 102
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 37
Total of all active and inactive participants 2016-01-01 144
Total participants 2016-01-01 144
Number of participants with account balances 2016-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ROBERT M. NEFF, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 107
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 39
Total of all active and inactive participants 2015-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 149
Number of participants with account balances 2015-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2009: ROBERT M. NEFF, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 91
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 0
Total of all active and inactive participants 2009-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 91
Number of participants with account balances 2009-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: ROBERT M. NEFF, INC. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	81
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	16
Total of all active and inactive participants	2017-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	99
Number of participants with account balances	2017-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ROBERT M. NEFF, INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	102
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	37
Total of all active and inactive participants	2016-01-01	144
Total participants	2016-01-01	144
Number of participants with account balances	2016-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ROBERT M. NEFF, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	107
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	39
Total of all active and inactive participants	2015-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	149
Number of participants with account balances	2015-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2009: ROBERT M. NEFF, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	91
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	0
Total of all active and inactive participants	2009-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	91
Number of participants with account balances	2009-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ROBERT M. NEFF, INC. PENSION PLAN

Measure	Date	Value
2017 : ROBERT M. NEFF, INC. PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$559
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$559
Total income from all sources (including contributions)	2017-12-31	$634,956
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$908,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$905,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$452,208
Value of total assets at end of year	2017-12-31	$2,680,888
Value of total assets at beginning of year	2017-12-31	$2,954,169
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,841
Total interest from all sources	2017-12-31	$14,678
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$600,000
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
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$8,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$559
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$559
Administrative expenses (other) incurred	2017-12-31	$2,841
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	$-273,281
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,680,329
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,953,610
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 pooled separate accounts at end of year	2017-12-31	$1,629,916
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,336,173
Interest earned on other investments	2017-12-31	$14,678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,050,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,617,996
Net investment gain/loss from pooled separate accounts	2017-12-31	$168,070
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	$443,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$905,396
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	2017-12-31	No
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	HAMILTON,WALTMAN,OBENOUR,MELSHEIMER
Accountancy firm EIN	2017-12-31	203388433
2016 : ROBERT M. NEFF, INC. PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$559
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$559
Total income from all sources (including contributions)	2016-12-31	$684,005
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,447,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,445,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$559,931
Value of total assets at end of year	2016-12-31	$2,954,169
Value of total assets at beginning of year	2016-12-31	$3,717,216
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,928
Total interest from all sources	2016-12-31	$21,957
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$600,000
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	$7,102
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$559
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$559
Administrative expenses (other) incurred	2016-12-31	$1,928
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	$-763,047
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,953,610
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,716,657
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 pooled separate accounts at end of year	2016-12-31	$1,336,173
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,732,199
Interest earned on other investments	2016-12-31	$21,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,617,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,985,017
Net investment gain/loss from pooled separate accounts	2016-12-31	$102,117
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	$552,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,445,124
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	2016-12-31	No
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	HAMILTON,WALTMAN,OBENOUR,MELSHEIMER
Accountancy firm EIN	2016-12-31	203388433
2015 : ROBERT M. NEFF, INC. PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$559
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$559
Total income from all sources (including contributions)	2015-12-31	$624,659
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$633,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$632,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$645,905
Value of total assets at end of year	2015-12-31	$3,717,216
Value of total assets at beginning of year	2015-12-31	$3,726,436
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,784
Total interest from all sources	2015-12-31	$19,199
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$100,000
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	$2,110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$559
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$559
Administrative expenses (other) incurred	2015-12-31	$1,784
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
Value of net income/loss	2015-12-31	$-9,220
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,716,657
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,725,877
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
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,732,199
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,241,890
Interest earned on other investments	2015-12-31	$19,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,985,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,484,546
Net investment gain/loss from pooled separate accounts	2015-12-31	$-40,445
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	$643,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$632,095
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	2015-12-31	No
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	HAMILTON,WALTMAN,OBENOUR,MELSHEIMER
Accountancy firm EIN	2015-12-31	203388433

Form 5500 Responses for ROBERT M. NEFF, INC. PENSION PLAN

2017: ROBERT M. NEFF, INC. PENSION PLAN 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 funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT M. NEFF, INC. PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT M. NEFF, INC. PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single 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 – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBERT M. NEFF, INC. PENSION 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 – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

513172-01

Policy instance

Insurance contract or identification number	513172-01
Number of Individuals Covered	94
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $8,552
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 $8,552
Insurance broker organization code?	3
Insurance broker name	JEFFERY JAMES

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

513172-01

Policy instance

Insurance contract or identification number	513172-01
Number of Individuals Covered	141
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $11,107
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,107
Insurance broker organization code?	3
Insurance broker name	JEFFERY JAMES

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Company Name:	ROBERT M. NEFF INC.
Employer identification number (EIN):	310978961
NAIC Classification:	238900