401k Plan data: LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST plan

LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST
Plan identification number	001

LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LIBERTY TITLE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: LIBERTY TITLE AGENCY, INC.

Employer identification number (EIN): 382031938

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 PAULA ROBINSON
001 2016-01-01 PAULA ROBINSON THOMAS D. RICHARDSON 2017-09-18
001 2015-01-01 PAULA ROBINSON 2016-06-30 PAULA ROBINSON 2016-06-30
001 2014-01-01 PAULA ROBINSON 2015-07-15
001 2013-01-01 PAULA ROBINSON 2014-06-12
001 2012-01-01 PAULA ROBINSON 2013-07-17
001 2011-01-01 LIBERTY TITLE AGENCY 2012-07-19
001 2010-01-01 LIBERTY TITLE AGENCY 2011-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	PAULA ROBINSON
001	2016-01-01	PAULA ROBINSON		THOMAS D. RICHARDSON	2017-09-18
001	2015-01-01	PAULA ROBINSON	2016-06-30	PAULA ROBINSON	2016-06-30
001	2014-01-01	PAULA ROBINSON	2015-07-15
001	2013-01-01	PAULA ROBINSON	2014-06-12
001	2012-01-01	PAULA ROBINSON	2013-07-17
001	2011-01-01	LIBERTY TITLE AGENCY	2012-07-19
001	2010-01-01	LIBERTY TITLE AGENCY	2011-07-26

Plan Statistics for LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 132
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 41
Total of all active and inactive participants 2022-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 173
Number of participants with account balances 2022-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 23
2021: LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 154
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 27
Total of all active and inactive participants 2021-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 181
Number of participants with account balances 2021-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 14
2020: LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 151
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 28
Total of all active and inactive participants 2020-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 179
Number of participants with account balances 2020-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 13
2019: LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 140
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 34
Total of all active and inactive participants 2019-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 174
Number of participants with account balances 2019-01-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 14
2018: LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 137
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 26
Total of all active and inactive participants 2018-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 163
Number of participants with account balances 2018-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 144
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 22
Total of all active and inactive participants 2017-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 166
Number of participants with account balances 2017-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 15
2016: LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 123
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 14
Total of all active and inactive participants 2016-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 137
Number of participants with account balances 2016-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 12

Measure	Date	Value
2022: LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	132
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	41
Total of all active and inactive participants	2022-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	173
Number of participants with account balances	2022-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	23
2021: LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	154
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	27
Total of all active and inactive participants	2021-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	181
Number of participants with account balances	2021-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	14
2020: LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	151
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	28
Total of all active and inactive participants	2020-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	179
Number of participants with account balances	2020-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	13
2019: LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	140
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	34
Total of all active and inactive participants	2019-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	174
Number of participants with account balances	2019-01-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	14
2018: LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	137
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	26
Total of all active and inactive participants	2018-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	163
Number of participants with account balances	2018-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	144
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	22
Total of all active and inactive participants	2017-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	166
Number of participants with account balances	2017-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	15
2016: LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	123
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	14
Total of all active and inactive participants	2016-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	137
Number of participants with account balances	2016-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	12

Financial Data on LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2022 : LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-430,742
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$362,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$304,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,019,436
Value of total assets at end of year	2022-12-31	$7,349,952
Value of total assets at beginning of year	2022-12-31	$8,143,254
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$58,379
Total interest from all sources	2022-12-31	$8,243
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$808,998
Participant contributions at end of year	2022-12-31	$215,582
Participant contributions at beginning of year	2022-12-31	$164,611
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$9,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-793,302
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,349,952
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,143,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$28,711
Value of interest in pooled separate accounts at end of year	2022-12-31	$7,093,187
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$7,843,062
Interest on participant loans	2022-12-31	$6,939
Interest earned on other investments	2022-12-31	$1,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$41,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$135,581
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,458,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$201,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$304,181
Contract administrator fees	2022-12-31	$29,668
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2022-12-31	390859910
2021 : LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,133,777
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$352,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$330,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,151,655
Value of total assets at end of year	2021-12-31	$8,143,254
Value of total assets at beginning of year	2021-12-31	$6,362,372
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$22,200
Total interest from all sources	2021-12-31	$8,590
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$912,775
Participant contributions at end of year	2021-12-31	$164,611
Participant contributions at beginning of year	2021-12-31	$172,261
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$12,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,780,882
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,143,254
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,362,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$7,843,062
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$6,071,997
Interest on participant loans	2021-12-31	$7,104
Interest earned on other investments	2021-12-31	$1,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$135,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$118,114
Net investment gain/loss from pooled separate accounts	2021-12-31	$973,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$226,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$330,695
Contract administrator fees	2021-12-31	$22,200
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
2020 : LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,648,110
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$251,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$216,573
Value of total corrective distributions	2020-12-31	$9,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$925,449
Value of total assets at end of year	2020-12-31	$6,362,372
Value of total assets at beginning of year	2020-12-31	$4,965,606
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$25,531
Total interest from all sources	2020-12-31	$12,224
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$735,119
Participant contributions at end of year	2020-12-31	$172,261
Participant contributions at beginning of year	2020-12-31	$269,465
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$1,396,766
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,362,372
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,965,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$6,071,997
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,603,138
Interest on participant loans	2020-12-31	$10,942
Interest earned on other investments	2020-12-31	$1,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$118,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$93,003
Net investment gain/loss from pooled separate accounts	2020-12-31	$710,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$190,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$216,573
Contract administrator fees	2020-12-31	$25,531
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PLANTE & MORAN PLLC
Accountancy firm EIN	2020-12-31	381357951
2019 : LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,608,967
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$488,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$454,219
Value of total corrective distributions	2019-12-31	$16,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$783,605
Value of total assets at end of year	2019-12-31	$4,965,606
Value of total assets at beginning of year	2019-12-31	$3,844,889
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$17,593
Total interest from all sources	2019-12-31	$12,427
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$11,500
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$586,316
Participant contributions at end of year	2019-12-31	$269,465
Participant contributions at beginning of year	2019-12-31	$223,405
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$111,574
Other income not declared elsewhere	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$1,120,717
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,965,606
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,844,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,603,138
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,535,677
Interest on participant loans	2019-12-31	$11,069
Interest earned on other investments	2019-12-31	$1,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$93,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$85,807
Net investment gain/loss from pooled separate accounts	2019-12-31	$812,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$85,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$454,219
Contract administrator fees	2019-12-31	$6,093
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PLANTE & MORAN PLLC
Accountancy firm EIN	2019-12-31	381357951
2018 : LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$433,295
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$224,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$192,977
Expenses. Certain deemed distributions of participant loans	2018-12-31	$4,048
Value of total corrective distributions	2018-12-31	$5,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$752,688
Value of total assets at end of year	2018-12-31	$3,844,889
Value of total assets at beginning of year	2018-12-31	$3,635,836
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$21,232
Total interest from all sources	2018-12-31	$10,911
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$571,580
Participant contributions at end of year	2018-12-31	$223,405
Participant contributions at beginning of year	2018-12-31	$131,435
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$94,099
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	$209,053
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,844,889
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,635,836
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 pooled separate accounts at end of year	2018-12-31	$3,535,677
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$3,428,856
Interest on participant loans	2018-12-31	$9,881
Interest earned on other investments	2018-12-31	$1,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$85,807
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$75,545
Net investment gain/loss from pooled separate accounts	2018-12-31	$-330,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$87,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$192,977
Contract administrator fees	2018-12-31	$21,232
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	PLANTE MORAN, PLLC
Accountancy firm EIN	2018-12-31	381357951
2017 : LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,219,197
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$467,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$442,944
Value of total corrective distributions	2017-12-31	$1,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$721,975
Value of total assets at end of year	2017-12-31	$3,635,836
Value of total assets at beginning of year	2017-12-31	$2,884,067
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$22,585
Total interest from all sources	2017-12-31	$6,271
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$546,648
Participant contributions at end of year	2017-12-31	$131,435
Participant contributions at beginning of year	2017-12-31	$150,155
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$90,252
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	$751,769
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,635,836
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,884,067
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	$3,428,856
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,665,400
Interest on participant loans	2017-12-31	$5,446
Interest earned on other investments	2017-12-31	$825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$75,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$68,512
Net investment gain/loss from pooled separate accounts	2017-12-31	$490,951
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	$85,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$442,944
Contract administrator fees	2017-12-31	$22,585
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	PLANTE MORAN, PLLC
Accountancy firm EIN	2017-12-31	381357951
2016 : LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$862,177
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$291,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$247,533
Expenses. Certain deemed distributions of participant loans	2016-12-31	$35,543
Value of total corrective distributions	2016-12-31	$590
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$676,221
Value of total assets at end of year	2016-12-31	$2,884,067
Value of total assets at beginning of year	2016-12-31	$2,313,028
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$7,472
Total interest from all sources	2016-12-31	$8,304
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
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	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$418,003
Participant contributions at end of year	2016-12-31	$150,155
Participant contributions at beginning of year	2016-12-31	$201,217
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$187,155
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	$571,039
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,884,067
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,313,028
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	$2,665,400
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,099,640
Interest on participant loans	2016-12-31	$7,529
Interest earned on other investments	2016-12-31	$775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$68,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$12,171
Net investment gain/loss from pooled separate accounts	2016-12-31	$177,652
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	$71,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$247,533
Contract administrator fees	2016-12-31	$7,472
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	PLANTE & MORAN PLLC
Accountancy firm EIN	2016-12-31	381357951

Form 5500 Responses for LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST

2022: LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 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: LIBERTY TITLE CO. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single 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 – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

068320

Policy instance

Insurance contract or identification number	068320
Number of Individuals Covered	173
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

068320

Policy instance

Insurance contract or identification number	068320
Number of Individuals Covered	179
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	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

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

068320

Policy instance

Insurance contract or identification number	068320
Number of Individuals Covered	179
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
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

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

068320

Policy instance

Insurance contract or identification number	068320
Number of Individuals Covered	174
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
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

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

068320

Policy instance

Insurance contract or identification number	068320
Number of Individuals Covered	166
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
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

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Company Name:	LIBERTY TITLE AGENCY, INC.
Employer identification number (EIN):	382031938
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers