401k Plan data: JAMES GROUP INTERNATIONAL 401(K) PLAN plan

JAMES GROUP INTERNATIONAL 401(K) PLAN 401k Plan overview

Plan Name	JAMES GROUP INTERNATIONAL 401(K) PLAN
Plan identification number	001

JAMES GROUP INTERNATIONAL 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

JAMES GROUP INTERNATIONAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: JAMES GROUP INTERNATIONAL, INC.

Employer identification number (EIN): 382972598

NAIC Classification: 484110
NAIC Description: General Freight Trucking, Local

Additional information about JAMES GROUP INTERNATIONAL, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1994-03-02

Company Identification Number: P94000017964

Legal Registered Office Address: 4230 S. MACDILL AVE.

TAMPA

33611

More information about JAMES GROUP INTERNATIONAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES GROUP INTERNATIONAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01 MAGDA MOSS 2019-07-24 MAGDA MOSS 2019-07-24
001 2017-01-01 MAGDA MOSS 2018-07-20
001 2016-01-01 JAYASHREE MURALI
001 2015-01-01 MAGDA MOSS MAGDA MOSS 2016-10-12
001 2014-01-01 MAGDA MOSS MAGDA MOSS 2015-10-14
001 2013-01-01
001 2012-01-01 CARLA FITZGERALD CARLA FITZGERALD 2013-10-15
001 2011-01-01 CARLA FITZGERALD CARLA FITZGERALD 2012-10-15
001 2010-01-01 RONALD BUTLER RONALD BUTLER 2011-08-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01	MAGDA MOSS	2019-07-24	MAGDA MOSS	2019-07-24
001	2017-01-01	MAGDA MOSS	2018-07-20
001	2016-01-01	JAYASHREE MURALI
001	2015-01-01	MAGDA MOSS		MAGDA MOSS	2016-10-12
001	2014-01-01	MAGDA MOSS		MAGDA MOSS	2015-10-14
001	2013-01-01
001	2012-01-01	CARLA FITZGERALD		CARLA FITZGERALD	2013-10-15
001	2011-01-01	CARLA FITZGERALD		CARLA FITZGERALD	2012-10-15
001	2010-01-01	RONALD BUTLER		RONALD BUTLER	2011-08-01

Plan Statistics for JAMES GROUP INTERNATIONAL 401(K) PLAN

401k plan membership statisitcs for JAMES GROUP INTERNATIONAL 401(K) PLAN

Measure Date Value
2016: JAMES GROUP INTERNATIONAL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 97
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 34
Total of all active and inactive participants 2016-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 131
Number of participants with account balances 2016-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8
2015: JAMES GROUP INTERNATIONAL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 146
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 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 34
Total of all active and inactive participants 2015-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 141
Number of participants with account balances 2015-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: JAMES GROUP INTERNATIONAL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 122
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 24
Total of all active and inactive participants 2014-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 146
Number of participants with account balances 2014-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: JAMES GROUP INTERNATIONAL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 144
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 21
Total of all active and inactive participants 2013-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 165
Number of participants with account balances 2013-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: JAMES GROUP INTERNATIONAL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 115
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 18
Total of all active and inactive participants 2012-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 133
Number of participants with account balances 2012-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: JAMES GROUP INTERNATIONAL 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 133
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 19
Total of all active and inactive participants 2011-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 152
Number of participants with account balances 2011-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2010: JAMES GROUP INTERNATIONAL 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 134
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 24
Total of all active and inactive participants 2010-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 158
Number of participants with account balances 2010-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1

Measure	Date	Value
2016: JAMES GROUP INTERNATIONAL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	97
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	34
Total of all active and inactive participants	2016-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	131
Number of participants with account balances	2016-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8
2015: JAMES GROUP INTERNATIONAL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	146
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	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	34
Total of all active and inactive participants	2015-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	141
Number of participants with account balances	2015-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: JAMES GROUP INTERNATIONAL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	122
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	24
Total of all active and inactive participants	2014-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	146
Number of participants with account balances	2014-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: JAMES GROUP INTERNATIONAL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	144
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	21
Total of all active and inactive participants	2013-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	165
Number of participants with account balances	2013-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: JAMES GROUP INTERNATIONAL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	115
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	18
Total of all active and inactive participants	2012-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	133
Number of participants with account balances	2012-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: JAMES GROUP INTERNATIONAL 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	133
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	19
Total of all active and inactive participants	2011-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	152
Number of participants with account balances	2011-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2010: JAMES GROUP INTERNATIONAL 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	134
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	24
Total of all active and inactive participants	2010-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	158
Number of participants with account balances	2010-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1

Financial Data on JAMES GROUP INTERNATIONAL 401(K) PLAN

Measure	Date	Value
2016 : JAMES GROUP INTERNATIONAL 401(K) 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	$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	$365,354
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$178,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$158,022
Value of total corrective distributions	2016-12-31	$15,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$263,721
Value of total assets at end of year	2016-12-31	$1,727,690
Value of total assets at beginning of year	2016-12-31	$1,540,375
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,825
Total interest from all sources	2016-12-31	$3,089
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	$250,000
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	$186,630
Participant contributions at end of year	2016-12-31	$72,304
Participant contributions at beginning of year	2016-12-31	$81,807
Participant contributions at end of year	2016-12-31	$2,136
Administrative expenses (other) incurred	2016-12-31	$4,825
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	$187,315
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,727,690
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,540,375
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	$1,648,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,458,568
Interest on participant loans	2016-12-31	$3,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$98,544
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	$77,091
Employer contributions (assets) at end of year	2016-12-31	$4,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$158,022
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	LAZZARA AND COMPANY
Accountancy firm EIN	2016-12-31	382728739
2015 : JAMES GROUP INTERNATIONAL 401(K) 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$259,022
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$258,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$251,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$241,784
Value of total assets at end of year	2015-12-31	$1,540,375
Value of total assets at beginning of year	2015-12-31	$1,539,691
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$7,250
Total interest from all sources	2015-12-31	$2,416
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$58,546
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	$58,546
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$171,075
Participant contributions at end of year	2015-12-31	$81,807
Participant contributions at beginning of year	2015-12-31	$56,323
Participant contributions at beginning of year	2015-12-31	$3,802
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$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	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$684
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,540,375
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,539,691
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 registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,458,568
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,382,523
Interest on participant loans	2015-12-31	$2,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$95,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-116,419
Net investment gain/loss from pooled separate accounts	2015-12-31	$72,695
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	$70,709
Employer contributions (assets) at beginning of year	2015-12-31	$1,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$251,088
Contract administrator fees	2015-12-31	$7,250
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	Yes
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	LAZZARA & COMPANY
Accountancy firm EIN	2015-12-31	382728739
2014 : JAMES GROUP INTERNATIONAL 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$269,912
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$153,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$141,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$184,793
Value of total assets at end of year	2014-12-31	$1,539,691
Value of total assets at beginning of year	2014-12-31	$1,423,645
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$12,256
Total interest from all sources	2014-12-31	$2,166
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
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	$250,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$133,295
Participant contributions at end of year	2014-12-31	$56,323
Participant contributions at beginning of year	2014-12-31	$55,270
Participant contributions at end of year	2014-12-31	$3,802
Participant contributions at beginning of year	2014-12-31	$4,672
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$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	2014-12-31	No
Value of net income/loss	2014-12-31	$116,046
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,539,691
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,423,645
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	$1,382,523
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,272,694
Interest on participant loans	2014-12-31	$2,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$95,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$89,149
Net investment gain/loss from pooled separate accounts	2014-12-31	$82,953
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	$51,498
Employer contributions (assets) at end of year	2014-12-31	$1,490
Employer contributions (assets) at beginning of year	2014-12-31	$1,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$141,610
Contract administrator fees	2014-12-31	$12,256
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	LAZZARA & COMPANY, P.C.
Accountancy firm EIN	2014-12-31	382728739
2013 : JAMES GROUP INTERNATIONAL 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$422,099
Total of all expenses incurred	2013-12-31	$73,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$62,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$199,464
Value of total assets at end of year	2013-12-31	$1,423,645
Value of total assets at beginning of year	2013-12-31	$1,074,828
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$10,366
Total interest from all sources	2013-12-31	$3,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$250,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$141,206
Participant contributions at end of year	2013-12-31	$55,270
Participant contributions at beginning of year	2013-12-31	$45,745
Participant contributions at end of year	2013-12-31	$4,672
Participant contributions at beginning of year	2013-12-31	$937
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	$348,817
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,423,645
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,074,828
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	$1,272,694
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$942,070
Interest on participant loans	2013-12-31	$3,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$89,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$85,738
Net investment gain/loss from pooled separate accounts	2013-12-31	$219,533
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	$58,258
Employer contributions (assets) at end of year	2013-12-31	$1,860
Employer contributions (assets) at beginning of year	2013-12-31	$338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$62,916
Contract administrator fees	2013-12-31	$10,366
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	LAZZARA & COMPANY, P.C.
Accountancy firm EIN	2013-12-31	382728736
2012 : JAMES GROUP INTERNATIONAL 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$283,918
Total of all expenses incurred	2012-12-31	$263,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$254,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$170,599
Value of total assets at end of year	2012-12-31	$1,074,828
Value of total assets at beginning of year	2012-12-31	$1,054,638
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$9,108
Total interest from all sources	2012-12-31	$1,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$250,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$117,709
Participant contributions at end of year	2012-12-31	$45,745
Participant contributions at beginning of year	2012-12-31	$90,676
Participant contributions at end of year	2012-12-31	$937
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	$20,190
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,074,828
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,054,638
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	$942,070
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$864,706
Interest on participant loans	2012-12-31	$1,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$85,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$99,256
Net investment gain/loss from pooled separate accounts	2012-12-31	$112,056
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	Yes
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	$52,890
Employer contributions (assets) at end of year	2012-12-31	$338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$254,620
Contract administrator fees	2012-12-31	$9,108
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	BDO USA, LLP
Accountancy firm EIN	2012-12-31	135381590
2011 : JAMES GROUP INTERNATIONAL 401(K) PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$136,821
Total of all expenses incurred	2011-12-31	$158,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$148,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$147,837
Value of total assets at end of year	2011-12-31	$1,054,638
Value of total assets at beginning of year	2011-12-31	$1,076,421
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$10,445
Total interest from all sources	2011-12-31	$6,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$250,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2011-12-31	$595
Contributions received from participants	2011-12-31	$104,480
Participant contributions at end of year	2011-12-31	$90,676
Participant contributions at beginning of year	2011-12-31	$80,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-21,783
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,054,638
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,076,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$864,706
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$903,540
Interest on participant loans	2011-12-31	$3,645
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$2,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$99,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$92,526
Net investment gain/loss from pooled separate accounts	2011-12-31	$-17,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$43,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$148,159
Contract administrator fees	2011-12-31	$10,445
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	LAZZARA & COMPANY, P.C.
Accountancy firm EIN	2011-12-31	382728736
2010 : JAMES GROUP INTERNATIONAL 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$289,346
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$98,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$87,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$167,148
Value of total assets at end of year	2010-12-31	$1,076,421
Value of total assets at beginning of year	2010-12-31	$885,131
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$10,987
Total interest from all sources	2010-12-31	$4,728
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$250,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$107,638
Participant contributions at end of year	2010-12-31	$80,355
Participant contributions at beginning of year	2010-12-31	$50,377
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$15,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$191,290
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,076,421
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$885,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$903,540
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$754,531
Interest on participant loans	2010-12-31	$2,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$2,443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$92,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$80,223
Net investment gain/loss from pooled separate accounts	2010-12-31	$117,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$44,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$87,069
Contract administrator fees	2010-12-31	$10,987
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	UHY, LLP
Accountancy firm EIN	2010-12-31	200694403

Form 5500 Responses for JAMES GROUP INTERNATIONAL 401(K) PLAN

2016: JAMES GROUP INTERNATIONAL 401(K) PLAN 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JAMES GROUP INTERNATIONAL 401(K) 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
2014: JAMES GROUP INTERNATIONAL 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
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: JAMES GROUP INTERNATIONAL 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
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: JAMES GROUP INTERNATIONAL 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single 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	Yes
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
2011: JAMES GROUP INTERNATIONAL 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JAMES GROUP INTERNATIONAL 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

995807-000

Policy instance

Insurance contract or identification number	995807-000
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,519
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 $1,519
Insurance broker organization code?	3
Welfare Benefit Premiums Paid to Carrier	USD $920,323
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	82
Additional information about fees paid to insurance broker	BONUS
Insurance broker name	NFP INSURANCE AGENCY SERVICES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

995807-000

Policy instance

Insurance contract or identification number	995807-000
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $3,596
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 $2,967
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	NFP INSURANCE AGENCY SERVICES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

995807-000

Policy instance

Insurance contract or identification number	995807-000
Number of Individuals Covered	97
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,960
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $2,960
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

995807-000

Policy instance

Insurance contract or identification number	995807-000
Number of Individuals Covered	104
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,590
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $2,590
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

995807-000

Policy instance

Insurance contract or identification number	995807-000
Number of Individuals Covered	89
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,484
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

995807-000

Policy instance

Insurance contract or identification number	995807-000
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,270
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $2,270
Insurance broker organization code?	3
Insurance broker name	AXA NETWORK LLC

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Company Name:	JAMES GROUP INTERNATIONAL, INC.
Employer identification number (EIN):	382972598
NAIC Classification:	484110
NAIC Description:	General Freight Trucking, Local

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1994-03-02
Company Identification Number:	P94000017964
Legal Registered Office Address:	4230 S. MACDILL AVE. TAMPA 33611