401k Plan data: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN plan

PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN
Plan identification number	002

PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

PARTNERS INFORMATION TECHNOLOGY, INC. has sponsored the creation of one or more 401k plans.

Company Name: PARTNERS INFORMATION TECHNOLOGY, INC.

Employer identification number (EIN): 453764514

NAIC Classification: 541511
NAIC Description: Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 JENNIFER PRIZZI JENNIFER PRIZZI 2018-10-15
002 2016-01-01 JENNIFER PRIZZI
002 2015-01-01 JENNIFER PRIZZI
002 2014-01-01 JENNIFER PRIZZI
002 2013-01-01 JENNIFER PRIZZI
002 2012-01-01 JENNIFER PRIZZI

Plan Statistics for PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 456
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 240
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 234
Total of all active and inactive participants 2022-01-01 474
Total participants 2022-01-01 474
Number of participants with account balances 2022-01-01 293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 440
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 220
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 234
Total of all active and inactive participants 2021-01-01 454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 454
Number of participants with account balances 2021-01-01 299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 512
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 199
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 244
Total of all active and inactive participants 2020-01-01 443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 443
Number of participants with account balances 2020-01-01 310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 524
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 262
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 249
Total of all active and inactive participants 2019-01-01 511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 511
Number of participants with account balances 2019-01-01 327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 558
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 276
Number of retired or separated participants receiving benefits 2018-01-01 246
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 522
Number of participants with account balances 2018-01-01 333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2017: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 571
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 317
Number of other retired or separated participants entitled to future benefits 2017-01-01 241
Total of all active and inactive participants 2017-01-01 558
Total participants 2017-01-01 558
Number of participants with account balances 2017-01-01 341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 14
2016: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 549
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 348
Number of other retired or separated participants entitled to future benefits 2016-01-01 223
Total of all active and inactive participants 2016-01-01 571
Total participants 2016-01-01 571
Number of participants with account balances 2016-01-01 339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 15
2015: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 574
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 331
Number of other retired or separated participants entitled to future benefits 2015-01-01 218
Total of all active and inactive participants 2015-01-01 549
Total participants 2015-01-01 549
Number of participants with account balances 2015-01-01 342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 25
2014: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 586
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 335
Number of other retired or separated participants entitled to future benefits 2014-01-01 239
Total of all active and inactive participants 2014-01-01 574
Total participants 2014-01-01 574
Number of participants with account balances 2014-01-01 372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 19
2013: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 582
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 357
Number of other retired or separated participants entitled to future benefits 2013-01-01 229
Total of all active and inactive participants 2013-01-01 586
Total participants 2013-01-01 586
Number of participants with account balances 2013-01-01 358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 557
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 363
Number of other retired or separated participants entitled to future benefits 2012-01-01 219
Total of all active and inactive participants 2012-01-01 582
Total participants 2012-01-01 582
Number of participants with account balances 2012-01-01 366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 6

Measure	Date	Value
2022: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	456
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	240
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	234
Total of all active and inactive participants	2022-01-01	474
Total participants	2022-01-01	474
Number of participants with account balances	2022-01-01	293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	440
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	220
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	234
Total of all active and inactive participants	2021-01-01	454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	454
Number of participants with account balances	2021-01-01	299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	512
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	199
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	244
Total of all active and inactive participants	2020-01-01	443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	443
Number of participants with account balances	2020-01-01	310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	524
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	262
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	249
Total of all active and inactive participants	2019-01-01	511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	511
Number of participants with account balances	2019-01-01	327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	558
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	276
Number of retired or separated participants receiving benefits	2018-01-01	246
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	522
Number of participants with account balances	2018-01-01	333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2017: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	571
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	317
Number of other retired or separated participants entitled to future benefits	2017-01-01	241
Total of all active and inactive participants	2017-01-01	558
Total participants	2017-01-01	558
Number of participants with account balances	2017-01-01	341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	14
2016: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	549
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	348
Number of other retired or separated participants entitled to future benefits	2016-01-01	223
Total of all active and inactive participants	2016-01-01	571
Total participants	2016-01-01	571
Number of participants with account balances	2016-01-01	339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	15
2015: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	574
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	331
Number of other retired or separated participants entitled to future benefits	2015-01-01	218
Total of all active and inactive participants	2015-01-01	549
Total participants	2015-01-01	549
Number of participants with account balances	2015-01-01	342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	25
2014: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	586
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	335
Number of other retired or separated participants entitled to future benefits	2014-01-01	239
Total of all active and inactive participants	2014-01-01	574
Total participants	2014-01-01	574
Number of participants with account balances	2014-01-01	372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	19
2013: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	582
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	357
Number of other retired or separated participants entitled to future benefits	2013-01-01	229
Total of all active and inactive participants	2013-01-01	586
Total participants	2013-01-01	586
Number of participants with account balances	2013-01-01	358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	557
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	363
Number of other retired or separated participants entitled to future benefits	2012-01-01	219
Total of all active and inactive participants	2012-01-01	582
Total participants	2012-01-01	582
Number of participants with account balances	2012-01-01	366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	6

Financial Data on PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-5,210,075
Total of all expenses incurred	2022-12-31	$1,359,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,343,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$916,934
Value of total assets at end of year	2022-12-31	$31,526,086
Value of total assets at beginning of year	2022-12-31	$38,095,295
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$16,100
Total interest from all sources	2022-12-31	$40,726
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	$500,000
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	$743,707
Participant contributions at end of year	2022-12-31	$107,047
Participant contributions at beginning of year	2022-12-31	$138,036
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$173,227
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,569,209
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$31,526,086
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$38,095,295
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	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$25,612,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$32,081,840
Interest on participant loans	2022-12-31	$7,731
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$32,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$5,806,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$5,875,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,167,735
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,343,034
Contract administrator fees	2022-12-31	$16,100
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	MACIAS GINI & O'CONNELL LLP
Accountancy firm EIN	2022-12-31	680300457
2021 : PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2021 401k financial data
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	$5,890,667
Total of all expenses incurred	2021-12-31	$2,880,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,879,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$811,860
Value of total assets at end of year	2021-12-31	$38,095,295
Value of total assets at beginning of year	2021-12-31	$35,084,668
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$250
Total interest from all sources	2021-12-31	$10,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$757,380
Participant contributions at end of year	2021-12-31	$138,036
Participant contributions at beginning of year	2021-12-31	$172,360
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$54,480
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$3,010,627
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$38,095,295
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$35,084,668
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 registered invesment companies (eg mutual funds) at end of year	2021-12-31	$32,081,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$27,896,474
Interest on participant loans	2021-12-31	$10,713
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$5,875,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$7,015,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,068,094
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	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,879,790
Contract administrator fees	2021-12-31	$250
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
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
Accountancy firm name	2021-12-31	MACIAS GINI & O'CONNELL LLP
Accountancy firm EIN	2021-12-31	680300457
2020 : PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2020 401k financial data
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	$5,487
Total income from all sources (including contributions)	2020-12-31	$5,361,788
Total of all expenses incurred	2020-12-31	$1,708,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,689,434
Expenses. Certain deemed distributions of participant loans	2020-12-31	$592
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$802,634
Value of total assets at end of year	2020-12-31	$35,084,668
Value of total assets at beginning of year	2020-12-31	$31,436,838
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$18,445
Total interest from all sources	2020-12-31	$11,925
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$32,492
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	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$779,521
Participant contributions at end of year	2020-12-31	$172,360
Participant contributions at beginning of year	2020-12-31	$138,590
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$23,113
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$9,614
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	$3,653,317
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$35,084,668
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$31,431,351
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 registered invesment companies (eg mutual funds) at end of year	2020-12-31	$27,896,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$24,407,982
Interest on participant loans	2020-12-31	$11,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$7,015,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$6,880,652
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
Income. Dividends from preferred stock	2020-12-31	$32,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,689,434
Contract administrator fees	2020-12-31	$18,445
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$5,487
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	MACIAS GINI & O'CONNELL LLP
Accountancy firm EIN	2020-12-31	680300457
2019 : PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$5,487
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$17,399
Total income from all sources (including contributions)	2019-12-31	$6,511,931
Total of all expenses incurred	2019-12-31	$3,691,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,621,082
Expenses. Certain deemed distributions of participant loans	2019-12-31	$46,622
Value of total corrective distributions	2019-12-31	$5,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$959,433
Value of total assets at end of year	2019-12-31	$31,436,838
Value of total assets at beginning of year	2019-12-31	$28,628,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,729
Total interest from all sources	2019-12-31	$12,678
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$28,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$932,317
Participant contributions at end of year	2019-12-31	$138,590
Participant contributions at beginning of year	2019-12-31	$172,153
Participant contributions at end of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$27,116
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$9,614
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$3,771
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	$2,820,011
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$31,431,351
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$28,611,340
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$24,407,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$21,719,978
Interest on participant loans	2019-12-31	$12,678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$6,880,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$6,736,608
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
Income. Dividends from preferred stock	2019-12-31	$28,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,621,082
Contract administrator fees	2019-12-31	$18,729
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$5,487
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$17,399
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	HALL & COMPANY
Accountancy firm EIN	2019-12-31	330941617
2018 : PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$17,399
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$49,714
Total income from all sources (including contributions)	2018-12-31	$-286,572
Total of all expenses incurred	2018-12-31	$4,156,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,033,535
Expenses. Certain deemed distributions of participant loans	2018-12-31	$90,069
Value of total corrective distributions	2018-12-31	$17,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,108,798
Value of total assets at end of year	2018-12-31	$28,628,739
Value of total assets at beginning of year	2018-12-31	$33,103,700
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$15,071
Total interest from all sources	2018-12-31	$15,497
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$32,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,108,798
Participant contributions at end of year	2018-12-31	$172,153
Participant contributions at beginning of year	2018-12-31	$240,724
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$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	2018-12-31	No
Value of net income/loss	2018-12-31	$-4,442,646
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$28,611,340
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$33,053,986
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
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$21,719,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$25,547,942
Interest on participant loans	2018-12-31	$15,497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$6,736,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$7,315,034
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
Income. Dividends from preferred stock	2018-12-31	$32,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,033,535
Contract administrator fees	2018-12-31	$15,071
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$17,399
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$49,714
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	HALL & COMPANY
Accountancy firm EIN	2018-12-31	330941617
2017 : PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$49,714
Total income from all sources (including contributions)	2017-12-31	$5,888,734
Total of all expenses incurred	2017-12-31	$1,955,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,884,948
Expenses. Certain deemed distributions of participant loans	2017-12-31	$11,991
Value of total corrective distributions	2017-12-31	$49,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,559,219
Value of total assets at end of year	2017-12-31	$33,103,700
Value of total assets at beginning of year	2017-12-31	$29,120,254
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$8,349
Total interest from all sources	2017-12-31	$14,136
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$30,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,341,070
Participant contributions at end of year	2017-12-31	$240,724
Participant contributions at beginning of year	2017-12-31	$176,514
Participant contributions at end of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$218,149
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$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	2017-12-31	No
Value of net income/loss	2017-12-31	$3,933,732
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$33,053,986
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$29,120,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$25,547,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$21,719,342
Interest on participant loans	2017-12-31	$14,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$7,315,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$7,224,398
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
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
Income. Dividends from preferred stock	2017-12-31	$30,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,884,948
Contract administrator fees	2017-12-31	$8,349
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$49,714
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	HALL & COMPANY
Accountancy firm EIN	2017-12-31	330941617
2016 : PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$3,449,888
Total of all expenses incurred	2016-12-31	$2,394,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,373,928
Expenses. Certain deemed distributions of participant loans	2016-12-31	$10,239
Value of total corrective distributions	2016-12-31	$8,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,388,369
Value of total assets at end of year	2016-12-31	$29,120,254
Value of total assets at beginning of year	2016-12-31	$28,064,761
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,725
Total interest from all sources	2016-12-31	$11,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,386,682
Participant contributions at end of year	2016-12-31	$176,514
Participant contributions at beginning of year	2016-12-31	$165,482
Participant contributions at beginning of year	2016-12-31	$23,871
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,055,493
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$29,120,254
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$28,064,761
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
Investment advisory and management fees	2016-12-31	$1,725
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$21,719,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$20,906,074
Interest on participant loans	2016-12-31	$11,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$7,224,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$6,969,334
Net investment gain/loss from pooled separate accounts	2016-12-31	$2,050,517
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	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,373,928
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	HALL & COMPANY
Accountancy firm EIN	2016-12-31	330941617
2015 : PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$88
Total income from all sources (including contributions)	2015-12-31	$2,009,913
Total of all expenses incurred	2015-12-31	$3,873,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,873,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,845,495
Value of total assets at end of year	2015-12-31	$28,064,761
Value of total assets at beginning of year	2015-12-31	$29,928,697
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$529
Total interest from all sources	2015-12-31	$11,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,662,347
Participant contributions at end of year	2015-12-31	$165,482
Participant contributions at beginning of year	2015-12-31	$193,331
Participant contributions at end of year	2015-12-31	$23,871
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$183,148
Other income not declared elsewhere	2015-12-31	$450
Liabilities. Value of operating payables at beginning of year	2015-12-31	$88
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,863,848
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$28,064,761
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$29,928,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$529
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$20,906,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$22,556,819
Interest on participant loans	2015-12-31	$11,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$6,969,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$7,178,547
Net investment gain/loss from pooled separate accounts	2015-12-31	$152,487
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	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,873,232
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	HALL & COMPANY
Accountancy firm EIN	2015-12-31	330941617
2014 : PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$88
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$2,522
Total income from all sources (including contributions)	2014-12-31	$3,405,900
Total of all expenses incurred	2014-12-31	$2,058,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,038,103
Expenses. Certain deemed distributions of participant loans	2014-12-31	$8,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,632,316
Value of total assets at end of year	2014-12-31	$29,928,697
Value of total assets at beginning of year	2014-12-31	$28,583,603
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$11,682
Total interest from all sources	2014-12-31	$13,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,573,092
Participant contributions at end of year	2014-12-31	$193,331
Participant contributions at beginning of year	2014-12-31	$222,816
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$59,224
Other income not declared elsewhere	2014-12-31	$1,642
Liabilities. Value of operating payables at end of year	2014-12-31	$88
Liabilities. Value of operating payables at beginning of year	2014-12-31	$2,522
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	$1,347,528
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$29,928,609
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$28,581,081
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 registered invesment companies (eg mutual funds) at end of year	2014-12-31	$22,556,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$21,052,391
Interest on participant loans	2014-12-31	$13,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$7,178,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$7,308,396
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,758,249
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,038,103
Contract administrator fees	2014-12-31	$11,682
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	HALL & COMPANY
Accountancy firm EIN	2014-12-31	330941617
2013 : PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$2,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,628
Total income from all sources (including contributions)	2013-12-31	$6,111,534
Total of all expenses incurred	2013-12-31	$3,018,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,997,241
Expenses. Certain deemed distributions of participant loans	2013-12-31	$9,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,494,094
Value of total assets at end of year	2013-12-31	$28,583,603
Value of total assets at beginning of year	2013-12-31	$25,489,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$11,500
Total interest from all sources	2013-12-31	$16,986
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	$500,000
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	$1,478,744
Participant contributions at end of year	2013-12-31	$222,816
Participant contributions at beginning of year	2013-12-31	$279,950
Participant contributions at beginning of year	2013-12-31	$72
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$15,350
Other income not declared elsewhere	2013-12-31	$6,616
Liabilities. Value of operating payables at end of year	2013-12-31	$2,522
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	$3,093,473
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$28,581,081
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$25,487,608
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 registered invesment companies (eg mutual funds) at end of year	2013-12-31	$21,052,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$18,918,967
Interest on participant loans	2013-12-31	$16,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$7,308,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$6,290,247
Net investment gain/loss from pooled separate accounts	2013-12-31	$4,593,838
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,997,241
Contract administrator fees	2013-12-31	$11,500
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$1,628
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	HALL & COMPANY
Accountancy firm EIN	2013-12-31	330941617
2012 : PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$1,628
Total income from all sources (including contributions)	2012-12-31	$4,168,275
Total of all expenses incurred	2012-12-31	$3,282,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,226,964
Expenses. Certain deemed distributions of participant loans	2012-12-31	$53,151
Value of total corrective distributions	2012-12-31	$1,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,489,138
Value of total assets at end of year	2012-12-31	$25,489,236
Value of total assets at beginning of year	2012-12-31	$24,601,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$500
Total interest from all sources	2012-12-31	$21,998
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	$500,000
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	$1,398,092
Participant contributions at end of year	2012-12-31	$279,950
Participant contributions at beginning of year	2012-12-31	$294,747
Participant contributions at end of year	2012-12-31	$72
Participant contributions at beginning of year	2012-12-31	$3,337
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$91,046
Other income not declared elsewhere	2012-12-31	$-158
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	$886,032
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$25,487,608
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$24,601,576
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 registered invesment companies (eg mutual funds) at end of year	2012-12-31	$18,918,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$17,869,673
Interest on participant loans	2012-12-31	$21,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$6,290,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$6,433,819
Net investment gain/loss from pooled separate accounts	2012-12-31	$2,657,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,226,964
Contract administrator fees	2012-12-31	$500
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$1,628
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	HALL & COMPANY
Accountancy firm EIN	2012-12-31	330941617

Form 5500 Responses for PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN

2022: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 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: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 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: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 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: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 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: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 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: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING 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: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING 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: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING 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	No
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: PARTNERS INFORMATION TECHNOLOGY 401(K) PROFIT SHARING 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	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

888390

Policy instance

Insurance contract or identification number	888390
Number of Individuals Covered	293
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

888390

Policy instance

Insurance contract or identification number	888390
Number of Individuals Covered	299
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $18,030
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	18030
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

888390

Policy instance

Insurance contract or identification number	888390
Number of Individuals Covered	310
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 $30,051
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	30051
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATOR
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

888390

Policy instance

Insurance contract or identification number	888390
Number of Individuals Covered	326
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 $30,351
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Insurance broker organization code?	5
Amount paid for insurance broker fees	7370
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATOR

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

888390

Policy instance

Insurance contract or identification number	888390
Number of Individuals Covered	336
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $16,201
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	5
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATION FEES

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

888390

Policy instance

Insurance contract or identification number	888390
Number of Individuals Covered	341
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 $15,054
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3609
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATION FEES
Insurance broker organization code?	5
Insurance broker name	G. RUSSELL KNOBEL & ASSOCIATES, INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

888390

Policy instance

Insurance contract or identification number	888390
Number of Individuals Covered	342
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $29,777
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	29777
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Insurance broker name	FLEX PENSIONS OF CALIFORNIA, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

888390

Policy instance

Insurance contract or identification number	888390
Number of Individuals Covered	372
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $28,554
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	28554
Additional information about fees paid to insurance broker	TPA SERVICES
Insurance broker organization code?	5
Insurance broker name	FLEX PENSIONS OF CALIFORNIA, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

888390

Policy instance

Insurance contract or identification number	888390
Number of Individuals Covered	358
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $26,004
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	26004
Additional information about fees paid to insurance broker	TPA SERVICES
Insurance broker organization code?	5
Insurance broker name	FLEX PENSIONS OF CALIFORNIA, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

888390

Policy instance

Insurance contract or identification number	888390
Number of Individuals Covered	366
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $18,850
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	18850
Additional information about fees paid to insurance broker	TPA ADMIN FEES
Insurance broker organization code?	5
Insurance broker name	FLEX PENSIONS OF CALIFORNIA, INC.

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Company Name:	PARTNERS INFORMATION TECHNOLOGY, INC.
Employer identification number (EIN):	453764514
NAIC Classification:	541511
NAIC Description:	Custom Computer Programming Services