401k Plan data: UBG 401(K)

UBG 401(K) - AGTEGRA 401k Plan overview

Plan Name	UBG 401(K) - AGTEGRA
Plan identification number	002

UBG 401(K) - AGTEGRA 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AGTEGRA COOPERATIVE has sponsored the creation of one or more 401k plans.

Company Name: AGTEGRA COOPERATIVE

Employer identification number (EIN): 460191930

NAIC Classification: 115110

Additional information about AGTEGRA COOPERATIVE

Jurisdiction of Incorporation: South Dakota Secretary of State

Incorporation Date:

Company Identification Number: CO000281

More information about AGTEGRA COOPERATIVE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UBG 401(K) - AGTEGRA

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 2018-01-01
002 2017-01-01 JUDY STULKEN
002 2016-01-01 JUDY STULKEN
002 2015-01-01 JUDY STULKEN
002 2014-01-01 JUDY STULKEN
002 2013-01-01 JUDY STULKEN
002 2012-01-01 JUDY STULKEN
002 2011-01-01 JUDY STULKEN
002 2009-01-01 JUDY STULKEN

Plan Statistics for UBG 401(K) - AGTEGRA

401k plan membership statisitcs for UBG 401(K) - AGTEGRA

Measure Date Value
2022: UBG 401(K) - AGTEGRA 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,185
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 838
Number of retired or separated participants receiving benefits 2022-01-01 22
Number of other retired or separated participants entitled to future benefits 2022-01-01 246
Total of all active and inactive participants 2022-01-01 1,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,106
Number of participants with account balances 2022-01-01 894
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 154
2021: UBG 401(K) - AGTEGRA 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,175
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 868
Number of retired or separated participants receiving benefits 2021-01-01 10
Number of other retired or separated participants entitled to future benefits 2021-01-01 295
Total of all active and inactive participants 2021-01-01 1,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,173
Number of participants with account balances 2021-01-01 936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 104
2020: UBG 401(K) - AGTEGRA 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,141
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 896
Number of retired or separated participants receiving benefits 2020-01-01 42
Number of other retired or separated participants entitled to future benefits 2020-01-01 237
Total of all active and inactive participants 2020-01-01 1,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,175
Number of participants with account balances 2020-01-01 952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 16
2019: UBG 401(K) - AGTEGRA 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,283
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 884
Number of retired or separated participants receiving benefits 2019-01-01 23
Number of other retired or separated participants entitled to future benefits 2019-01-01 227
Total of all active and inactive participants 2019-01-01 1,134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,134
Number of participants with account balances 2019-01-01 973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: UBG 401(K) - AGTEGRA 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,148
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,269
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 1,269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 309
Total participants 2018-01-01 1,578
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 912
2017: UBG 401(K) - AGTEGRA 2017 401k membership
Total participants, beginning-of-year 2017-01-01 796
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 954
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 189
Total of all active and inactive participants 2017-01-01 1,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 5
Total participants 2017-01-01 1,148
Number of participants with account balances 2017-01-01 612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 35
2016: UBG 401(K) - AGTEGRA 2016 401k membership
Total participants, beginning-of-year 2016-01-01 828
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 615
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 176
Total of all active and inactive participants 2016-01-01 791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 5
Total participants 2016-01-01 796
Number of participants with account balances 2016-01-01 608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 31
2015: UBG 401(K) - AGTEGRA 2015 401k membership
Total participants, beginning-of-year 2015-01-01 806
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 669
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 157
Total of all active and inactive participants 2015-01-01 826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 828
Number of participants with account balances 2015-01-01 606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 34
2014: UBG 401(K) - AGTEGRA 2014 401k membership
Total participants, beginning-of-year 2014-01-01 791
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 657
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 146
Total of all active and inactive participants 2014-01-01 804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 806
Number of participants with account balances 2014-01-01 578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 30
2013: UBG 401(K) - AGTEGRA 2013 401k membership
Total participants, beginning-of-year 2013-01-01 758
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 646
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 145
Total of all active and inactive participants 2013-01-01 792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 794
Number of participants with account balances 2013-01-01 566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 34
2012: UBG 401(K) - AGTEGRA 2012 401k membership
Total participants, beginning-of-year 2012-01-01 802
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 578
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 178
Total of all active and inactive participants 2012-01-01 756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 758
Number of participants with account balances 2012-01-01 608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 55
2011: UBG 401(K) - AGTEGRA 2011 401k membership
Total participants, beginning-of-year 2011-01-01 758
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 626
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 173
Total of all active and inactive participants 2011-01-01 799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 3
Total participants 2011-01-01 802
Number of participants with account balances 2011-01-01 623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 59
2009: UBG 401(K) - AGTEGRA 2009 401k membership
Total participants, beginning-of-year 2009-01-01 611
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 613
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 119
Total of all active and inactive participants 2009-01-01 732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 732
Number of participants with account balances 2009-01-01 587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 50

Measure	Date	Value
2022: UBG 401(K) - AGTEGRA 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,185
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	838
Number of retired or separated participants receiving benefits	2022-01-01	22
Number of other retired or separated participants entitled to future benefits	2022-01-01	246
Total of all active and inactive participants	2022-01-01	1,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,106
Number of participants with account balances	2022-01-01	894
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	154
2021: UBG 401(K) - AGTEGRA 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,175
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	868
Number of retired or separated participants receiving benefits	2021-01-01	10
Number of other retired or separated participants entitled to future benefits	2021-01-01	295
Total of all active and inactive participants	2021-01-01	1,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,173
Number of participants with account balances	2021-01-01	936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	104
2020: UBG 401(K) - AGTEGRA 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,141
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	896
Number of retired or separated participants receiving benefits	2020-01-01	42
Number of other retired or separated participants entitled to future benefits	2020-01-01	237
Total of all active and inactive participants	2020-01-01	1,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,175
Number of participants with account balances	2020-01-01	952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	16
2019: UBG 401(K) - AGTEGRA 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,283
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	884
Number of retired or separated participants receiving benefits	2019-01-01	23
Number of other retired or separated participants entitled to future benefits	2019-01-01	227
Total of all active and inactive participants	2019-01-01	1,134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,134
Number of participants with account balances	2019-01-01	973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: UBG 401(K) - AGTEGRA 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,148
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,269
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	1,269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	309
Total participants	2018-01-01	1,578
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	912
2017: UBG 401(K) - AGTEGRA 2017 401k membership
Total participants, beginning-of-year	2017-01-01	796
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	954
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	189
Total of all active and inactive participants	2017-01-01	1,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	5
Total participants	2017-01-01	1,148
Number of participants with account balances	2017-01-01	612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	35
2016: UBG 401(K) - AGTEGRA 2016 401k membership
Total participants, beginning-of-year	2016-01-01	828
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	615
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	176
Total of all active and inactive participants	2016-01-01	791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	5
Total participants	2016-01-01	796
Number of participants with account balances	2016-01-01	608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	31
2015: UBG 401(K) - AGTEGRA 2015 401k membership
Total participants, beginning-of-year	2015-01-01	806
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	669
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	157
Total of all active and inactive participants	2015-01-01	826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	828
Number of participants with account balances	2015-01-01	606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	34
2014: UBG 401(K) - AGTEGRA 2014 401k membership
Total participants, beginning-of-year	2014-01-01	791
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	657
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	146
Total of all active and inactive participants	2014-01-01	804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	806
Number of participants with account balances	2014-01-01	578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	30
2013: UBG 401(K) - AGTEGRA 2013 401k membership
Total participants, beginning-of-year	2013-01-01	758
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	646
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	145
Total of all active and inactive participants	2013-01-01	792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	794
Number of participants with account balances	2013-01-01	566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	34
2012: UBG 401(K) - AGTEGRA 2012 401k membership
Total participants, beginning-of-year	2012-01-01	802
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	578
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	178
Total of all active and inactive participants	2012-01-01	756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	758
Number of participants with account balances	2012-01-01	608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	55
2011: UBG 401(K) - AGTEGRA 2011 401k membership
Total participants, beginning-of-year	2011-01-01	758
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	626
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	173
Total of all active and inactive participants	2011-01-01	799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	3
Total participants	2011-01-01	802
Number of participants with account balances	2011-01-01	623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	59
2009: UBG 401(K) - AGTEGRA 2009 401k membership
Total participants, beginning-of-year	2009-01-01	611
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	613
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	119
Total of all active and inactive participants	2009-01-01	732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	732
Number of participants with account balances	2009-01-01	587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	50

Financial Data on UBG 401(K) - AGTEGRA

Measure	Date	Value
2022 : UBG 401(K) - AGTEGRA 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-6,449,515
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$8,835,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$8,658,385
Expenses. Certain deemed distributions of participant loans	2022-12-31	$85,131
Value of total corrective distributions	2022-12-31	$2,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,195,282
Value of total assets at end of year	2022-12-31	$51,854,635
Value of total assets at beginning of year	2022-12-31	$67,139,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$89,716
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$50,328
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,183,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,183,571
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$3,213,934
Participant contributions at end of year	2022-12-31	$738,013
Participant contributions at beginning of year	2022-12-31	$699,161
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$358,860
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$212,861
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$4,882
Administrative expenses (other) incurred	2022-12-31	$0
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	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
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-15,284,793
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$51,854,635
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$67,139,428
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
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$4,166
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$36,862,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$55,897,089
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$33,499
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$16,829
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$12,731,333
Value of interest in common/collective trusts at beginning of year	2022-12-31	$7,792,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,523,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,200,201
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-11,066,082
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$-1,817,496
Net gain/loss from 103.12 investment entities	2022-12-31	$0
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
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$1,768,487
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$192,109
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$8,658,385
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$85,550
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
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
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GARDINER + COMPANY, P.C.
Accountancy firm EIN	2022-12-31	421186197
2021 : UBG 401(K) - AGTEGRA 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$0
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$181,763
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$13,064,849
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,856,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,702,403
Expenses. Certain deemed distributions of participant loans	2021-12-31	$30,943
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$5,161,158
Value of total assets at end of year	2021-12-31	$67,139,428
Value of total assets at beginning of year	2021-12-31	$58,112,847
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$123,159
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$30,641
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,200,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,200,757
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
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	$3,094,391
Participant contributions at end of year	2021-12-31	$699,161
Participant contributions at beginning of year	2021-12-31	$528,872
Participant contributions at end of year	2021-12-31	$358,860
Participant contributions at beginning of year	2021-12-31	$98,057
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$482,905
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
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
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$181,763
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$0
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$181,763
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
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$9,208,344
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$67,139,428
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$57,931,084
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
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$55,897,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$46,617,130
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$29,507
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$1,134
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$7,792,008
Value of interest in common/collective trusts at beginning of year	2021-12-31	$10,628,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,200,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,242,510
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$429,783
Net gain/loss from 103.12 investment entities	2021-12-31	$0
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
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$1,583,862
Employer contributions (assets) at end of year	2021-12-31	$192,109
Employer contributions (assets) at beginning of year	2021-12-31	$58,998
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,702,403
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$123,159
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	2021-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation 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
Aggregate proceeds on sale of assets	2021-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	GARDINER + COMPANY, P.C.
Accountancy firm EIN	2021-12-31	421186197
2020 : UBG 401(K) - AGTEGRA 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$181,763
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$211,160
Total income from all sources (including contributions)	2020-12-31	$12,466,761
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,735,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,630,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,969,419
Value of total assets at end of year	2020-12-31	$58,112,847
Value of total assets at beginning of year	2020-12-31	$50,410,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$104,830
Total interest from all sources	2020-12-31	$33,525
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,511,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,511,812
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,024,970
Participant contributions at end of year	2020-12-31	$528,872
Participant contributions at beginning of year	2020-12-31	$646,074
Participant contributions at end of year	2020-12-31	$98,057
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$132,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$181,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$211,160
Administrative expenses (other) incurred	2020-12-31	$70,490
Total non interest bearing cash at end of year	2020-12-31	$181,763
Total non interest bearing cash at beginning of year	2020-12-31	$210,136
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	$7,731,375
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$57,931,084
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$50,199,709
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
Investment advisory and management fees	2020-12-31	$34,340
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$46,617,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$36,499,288
Interest on participant loans	2020-12-31	$33,525
Value of interest in common/collective trusts at end of year	2020-12-31	$10,628,027
Value of interest in common/collective trusts at beginning of year	2020-12-31	$10,015,936
Asset value of US Government securities at beginning of year	2020-12-31	$1,148,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,946,678
Net investment gain or loss from common/collective trusts	2020-12-31	$1,005,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,811,967
Employer contributions (assets) at end of year	2020-12-31	$58,998
Employer contributions (assets) at beginning of year	2020-12-31	$22,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,630,556
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$668,323
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$1,200,423
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	GARDINER + COMPANY, P.C.
Accountancy firm EIN	2020-12-31	421186197
2019 : UBG 401(K) - AGTEGRA 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$1,155,525
Total transfer of assets to this plan	2019-12-31	$1,155,525
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$211,160
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$211,160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,953
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,953
Total income from all sources (including contributions)	2019-12-31	$12,582,212
Total income from all sources (including contributions)	2019-12-31	$12,582,212
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$4,865,301
Total of all expenses incurred	2019-12-31	$4,865,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,776,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,776,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,773,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,773,326
Value of total assets at end of year	2019-12-31	$50,410,869
Value of total assets at end of year	2019-12-31	$50,410,869
Value of total assets at beginning of year	2019-12-31	$41,330,226
Value of total assets at beginning of year	2019-12-31	$41,330,226
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$88,302
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$88,302
Total interest from all sources	2019-12-31	$36,918
Total interest from all sources	2019-12-31	$36,918
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,278,266
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,278,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,278,266
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,278,266
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,429,577
Contributions received from participants	2019-12-31	$2,429,577
Participant contributions at end of year	2019-12-31	$646,074
Participant contributions at end of year	2019-12-31	$646,074
Participant contributions at beginning of year	2019-12-31	$616,148
Participant contributions at beginning of year	2019-12-31	$616,148
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$109,153
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$109,153
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$22,376
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$22,376
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$211,160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$211,160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$2,953
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$2,953
Other income not declared elsewhere	2019-12-31	$146,876
Other income not declared elsewhere	2019-12-31	$146,876
Administrative expenses (other) incurred	2019-12-31	$88,302
Administrative expenses (other) incurred	2019-12-31	$88,302
Total non interest bearing cash at end of year	2019-12-31	$210,136
Total non interest bearing cash at end of year	2019-12-31	$210,136
Total non interest bearing cash at beginning of year	2019-12-31	$11,470
Total non interest bearing cash at beginning of year	2019-12-31	$11,470
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
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	$7,716,911
Value of net income/loss	2019-12-31	$7,716,911
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$50,199,709
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$50,199,709
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$41,327,273
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$41,327,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$36,499,288
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$36,499,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$37,329,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$37,329,103
Interest on participant loans	2019-12-31	$36,918
Interest on participant loans	2019-12-31	$36,918
Value of interest in common/collective trusts at end of year	2019-12-31	$10,015,936
Value of interest in common/collective trusts at end of year	2019-12-31	$10,015,936
Value of interest in common/collective trusts at beginning of year	2019-12-31	$526,120
Value of interest in common/collective trusts at beginning of year	2019-12-31	$526,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$7,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$7,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$7,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$7,314
Asset value of US Government securities at end of year	2019-12-31	$1,148,313
Asset value of US Government securities at end of year	2019-12-31	$1,148,313
Asset value of US Government securities at beginning of year	2019-12-31	$1,094,291
Asset value of US Government securities at beginning of year	2019-12-31	$1,094,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,936,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,936,922
Net investment gain or loss from common/collective trusts	2019-12-31	$409,904
Net investment gain or loss from common/collective trusts	2019-12-31	$409,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,234,596
Contributions received in cash from employer	2019-12-31	$1,234,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,776,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,776,999
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$668,323
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$668,323
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$641,299
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$641,299
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$1,200,423
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$1,200,423
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$1,104,481
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$1,104,481
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	2019-12-31	Yes
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	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GARDINER +COMPANY, P.C.
Accountancy firm name	2019-12-31	GARDINER +COMPANY, P.C.
Accountancy firm EIN	2019-12-31	421186197
Accountancy firm EIN	2019-12-31	421186197
2018 : UBG 401(K) - AGTEGRA 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$11,217,438
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$2,953
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,958
Total income from all sources (including contributions)	2018-12-31	$1,111,414
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,239,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,166,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,479,396
Value of total assets at end of year	2018-12-31	$41,330,226
Value of total assets at beginning of year	2018-12-31	$32,239,555
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$73,001
Total interest from all sources	2018-12-31	$35,040
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,843,379
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	$1,843,379
Administrative expenses professional fees incurred	2018-12-31	$66,575
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,119,210
Participant contributions at end of year	2018-12-31	$616,148
Participant contributions at beginning of year	2018-12-31	$628,661
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$228,351
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$2,953
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$1,958
Other income not declared elsewhere	2018-12-31	$85,960
Administrative expenses (other) incurred	2018-12-31	$6,426
Total non interest bearing cash at end of year	2018-12-31	$11,470
Total non interest bearing cash at beginning of year	2018-12-31	$596
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	$-2,127,762
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$41,327,273
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$32,237,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$37,329,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$29,273,778
Interest on participant loans	2018-12-31	$35,040
Value of interest in common/collective trusts at end of year	2018-12-31	$526,120
Value of interest in common/collective trusts at beginning of year	2018-12-31	$373,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$7,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$28,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$28,747
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$467,948
Asset value of US Government securities at end of year	2018-12-31	$1,094,291
Asset value of US Government securities at beginning of year	2018-12-31	$581,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,352,113
Net investment gain or loss from common/collective trusts	2018-12-31	$19,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,131,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,166,175
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$641,299
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$332,662
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$1,104,481
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$552,039
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	GARDINER + COMPANY, P.C.
Accountancy firm EIN	2018-12-31	421186197
2017 : UBG 401(K) - AGTEGRA 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$1,705
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,958
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$2,068
Total income from all sources (including contributions)	2017-12-31	$7,153,153
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,402,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,267,869
Expenses. Certain deemed distributions of participant loans	2017-12-31	$36,482
Value of total corrective distributions	2017-12-31	$29,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,341,196
Value of total assets at end of year	2017-12-31	$32,239,555
Value of total assets at beginning of year	2017-12-31	$27,486,811
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$68,244
Total interest from all sources	2017-12-31	$29,634
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,005,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$63,601
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,480,625
Participant contributions at end of year	2017-12-31	$628,661
Participant contributions at beginning of year	2017-12-31	$582,089
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$131,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$1,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$2,068
Other income not declared elsewhere	2017-12-31	$26,487
Administrative expenses (other) incurred	2017-12-31	$4,643
Total non interest bearing cash at end of year	2017-12-31	$596
Total non interest bearing cash at beginning of year	2017-12-31	$240
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	$4,751,149
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$32,237,597
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$27,484,743
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	$29,273,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$24,478,143
Interest on participant loans	2017-12-31	$29,634
Value of interest in common/collective trusts at end of year	2017-12-31	$373,385
Value of interest in common/collective trusts at beginning of year	2017-12-31	$493,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$28,747
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$467,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$470,425
Asset value of US Government securities at end of year	2017-12-31	$581,739
Asset value of US Government securities at beginning of year	2017-12-31	$584,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,735,777
Net investment gain or loss from common/collective trusts	2017-12-31	$14,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$728,986
Income. Dividends from preferred stock	2017-12-31	$1,005,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,267,869
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$332,662
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$335,349
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$552,039
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$542,008
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	GARDINER THOMSEN, P.C.
Accountancy firm EIN	2017-12-31	421186197
2016 : UBG 401(K) - AGTEGRA 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	$2,068
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,916
Total income from all sources (including contributions)	2016-12-31	$4,309,806
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,627,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,561,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,466,837
Value of total assets at end of year	2016-12-31	$27,486,811
Value of total assets at beginning of year	2016-12-31	$24,804,031
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$65,985
Total interest from all sources	2016-12-31	$22,504
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$801,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$801,942
Administrative expenses professional fees incurred	2016-12-31	$61,639
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2016-12-31	$39
Contributions received from participants	2016-12-31	$1,522,807
Participant contributions at end of year	2016-12-31	$582,089
Participant contributions at beginning of year	2016-12-31	$375,293
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$151,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$2,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$1,916
Other income not declared elsewhere	2016-12-31	$27,660
Administrative expenses (other) incurred	2016-12-31	$4,346
Total non interest bearing cash at end of year	2016-12-31	$240
Total non interest bearing cash at beginning of year	2016-12-31	$1,245
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	$2,682,628
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$27,484,743
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$24,802,115
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	$24,478,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$22,242,551
Interest on participant loans	2016-12-31	$22,504
Value of interest in common/collective trusts at end of year	2016-12-31	$493,315
Value of interest in common/collective trusts at beginning of year	2016-12-31	$513,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$470,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$375,108
Asset value of US Government securities at end of year	2016-12-31	$584,376
Asset value of US Government securities at beginning of year	2016-12-31	$563,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$977,505
Net investment gain or loss from common/collective trusts	2016-12-31	$13,358
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	$792,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,561,193
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$335,349
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$231,818
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$542,008
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$500,629
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	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	GARDINER THOMSEN, P.C.
Accountancy firm EIN	2016-12-31	421186197
2015 : UBG 401(K) - AGTEGRA 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	$1,916
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	$2,434,939
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,350,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,285,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,293,648
Value of total assets at end of year	2015-12-31	$24,804,031
Value of total assets at beginning of year	2015-12-31	$23,718,034
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$65,190
Total interest from all sources	2015-12-31	$20,705
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$990,496
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	$990,496
Administrative expenses professional fees incurred	2015-12-31	$60,990
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,505,275
Participant contributions at end of year	2015-12-31	$375,293
Participant contributions at beginning of year	2015-12-31	$396,977
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$1,704,507
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$49,883
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$1,916
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$12,531
Administrative expenses (other) incurred	2015-12-31	$4,200
Total non interest bearing cash at end of year	2015-12-31	$1,245
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	$1,084,081
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$24,802,115
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$23,718,034
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	$22,242,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$21,110,632
Interest on participant loans	2015-12-31	$20,705
Value of interest in common/collective trusts at end of year	2015-12-31	$513,465
Value of interest in common/collective trusts at beginning of year	2015-12-31	$505,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$375,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$0
Asset value of US Government securities at end of year	2015-12-31	$563,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-885,318
Net investment gain or loss from common/collective trusts	2015-12-31	$2,877
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	$738,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,285,668
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$231,818
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$500,629
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	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	GARDINER THOMSEN
Accountancy firm EIN	2015-12-31	421186197
2014 : UBG 401(K) - AGTEGRA 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	$3,789,761
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,244,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,185,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,440,948
Value of total assets at end of year	2014-12-31	$23,718,034
Value of total assets at beginning of year	2014-12-31	$21,172,569
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$59,108
Total interest from all sources	2014-12-31	$20,090
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$871,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$871,500
Administrative expenses professional fees incurred	2014-12-31	$59,108
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,339,189
Participant contributions at end of year	2014-12-31	$396,977
Participant contributions at beginning of year	2014-12-31	$369,865
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$1,704,507
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$1,175,428
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$351,112
Other income not declared elsewhere	2014-12-31	$38,924
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	$2,545,465
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$23,718,034
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$21,172,569
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	$21,110,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$18,842,015
Interest on participant loans	2014-12-31	$20,090
Value of interest in common/collective trusts at end of year	2014-12-31	$505,918
Value of interest in common/collective trusts at beginning of year	2014-12-31	$785,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$412,256
Net investment gain or loss from common/collective trusts	2014-12-31	$6,043
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	$750,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,185,188
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	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	GARDINER THOMSEN
Accountancy firm EIN	2014-12-31	421186197
2013 : UBG 401(K) - AGTEGRA 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$10,397
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$5,517,593
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,285,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,229,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,131,166
Value of total assets at end of year	2013-12-31	$21,172,569
Value of total assets at beginning of year	2013-12-31	$16,930,224
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$56,607
Total interest from all sources	2013-12-31	$19,578
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$557,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$557,970
Administrative expenses professional fees incurred	2013-12-31	$56,607
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,242,008
Participant contributions at end of year	2013-12-31	$369,865
Participant contributions at beginning of year	2013-12-31	$401,002
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$1,175,428
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$199,727
Other income not declared elsewhere	2013-12-31	$80,081
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	$4,231,948
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$21,172,569
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$16,930,224
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	$18,842,015
Interest on participant loans	2013-12-31	$19,578
Value of interest in master investment trust accounts at end of year	2013-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$16,529,222
Value of interest in common/collective trusts at end of year	2013-12-31	$785,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,706,123
Net investment gain or loss from common/collective trusts	2013-12-31	$22,675
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	$689,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,229,038
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	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	GARDINER THOMSEN
Accountancy firm EIN	2013-12-31	421186197
2012 : UBG 401(K) - AGTEGRA 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$22,101
Total transfer of assets from this plan	2012-12-31	$13,428
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$3,798,629
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$539,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$493,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,921,072
Value of total assets at end of year	2012-12-31	$16,930,224
Value of total assets at beginning of year	2012-12-31	$13,662,285
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$45,384
Total interest from all sources	2012-12-31	$17,528
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$45,384
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,143,938
Participant contributions at end of year	2012-12-31	$401,002
Participant contributions at beginning of year	2012-12-31	$274,177
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$96,676
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	$3,259,266
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$16,930,224
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$13,662,285
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
Interest on participant loans	2012-12-31	$17,528
Value of interest in master investment trust accounts at end of year	2012-12-31	$16,529,222
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$13,388,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$680,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$493,979
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	GARDINER THOMSEN
Accountancy firm EIN	2012-12-31	421186197
2011 : UBG 401(K) - AGTEGRA 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$193,475
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
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	$1,761,237
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$988,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$943,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,745,290
Value of total assets at end of year	2011-12-31	$13,662,285
Value of total assets at beginning of year	2011-12-31	$13,083,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$45,255
Total interest from all sources	2011-12-31	$15,709
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Administrative expenses professional fees incurred	2011-12-31	$45,255
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,125,035
Participant contributions at end of year	2011-12-31	$274,177
Participant contributions at beginning of year	2011-12-31	$240,229
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$53,079
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	$772,637
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$13,662,285
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$13,083,123
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
Interest on participant loans	2011-12-31	$15,709
Value of interest in master investment trust accounts at end of year	2011-12-31	$13,388,108
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$12,842,894
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	No
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	$567,176
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$943,345
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	GARDINER THOMSEN
Accountancy firm EIN	2011-12-31	421186197
2010 : UBG 401(K) - AGTEGRA 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$86,837
Total transfer of assets from this plan	2010-12-31	$145,774
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	$3,483,836
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$697,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$658,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,979,998
Value of total assets at end of year	2010-12-31	$13,083,123
Value of total assets at beginning of year	2010-12-31	$10,356,213
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$39,705
Total interest from all sources	2010-12-31	$15,475
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
Administrative expenses professional fees incurred	2010-12-31	$39,705
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,150,330
Participant contributions at end of year	2010-12-31	$240,229
Participant contributions at beginning of year	2010-12-31	$245,126
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$54,763
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	$2,785,847
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$13,083,123
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,356,213
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
Interest on participant loans	2010-12-31	$15,475
Value of interest in master investment trust accounts at end of year	2010-12-31	$12,842,894
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$10,111,087
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	No
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	$774,905
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$658,284
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
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	GARDINER THOMSEN
Accountancy firm EIN	2010-12-31	421186197
2009 : UBG 401(K) - AGTEGRA 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for UBG 401(K) - AGTEGRA

2022: UBG 401(K) - AGTEGRA 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: UBG 401(K) - AGTEGRA 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: UBG 401(K) - AGTEGRA 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 - Trust	Yes
2019: UBG 401(K) - AGTEGRA 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 - Trust	Yes
2018: UBG 401(K) - AGTEGRA 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 - Trust	Yes
2017: UBG 401(K) - AGTEGRA 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 - Trust	Yes
2016: UBG 401(K) - AGTEGRA 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 - Trust	Yes
2015: UBG 401(K) - AGTEGRA 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 - Trust	Yes
2014: UBG 401(K) - AGTEGRA 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UBG 401(K) - AGTEGRA 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UBG 401(K) - AGTEGRA 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UBG 401(K) - AGTEGRA 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: UBG 401(K) - AGTEGRA 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

515244-01

Policy instance

Insurance contract or identification number	515244-01
Number of Individuals Covered	278
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

515244-01

Policy instance

Insurance contract or identification number	515244-01
Number of Individuals Covered	420
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )

Policy contract number

MDA01360TR

Policy instance

Insurance contract or identification number	MDA01360TR
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

G-027795

Policy instance

Insurance contract or identification number	G-027795
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

035938

Policy instance

Insurance contract or identification number	035938
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )

Policy contract number

1666920

Policy instance

Insurance contract or identification number	1666920
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )

Policy contract number

MDA01360TR

Policy instance

Insurance contract or identification number	MDA01360TR
Number of Individuals Covered	1134
Insurance policy start date	2019-09-03
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

062491

Policy instance

Insurance contract or identification number	062491
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

G-027795

Policy instance

Insurance contract or identification number	G-027795
Number of Individuals Covered	1134
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

035938

Policy instance

Insurance contract or identification number	035938
Number of Individuals Covered	1134
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

32937

Policy instance

Insurance contract or identification number	32937
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )

Policy contract number

1666920

Policy instance

Insurance contract or identification number	1666920
Number of Individuals Covered	1134
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

062491

Policy instance

Insurance contract or identification number	062491
Number of Individuals Covered	1578
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 $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

G-027795

Policy instance

Insurance contract or identification number	G-027795
Number of Individuals Covered	1578
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 $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

035938

Policy instance

Insurance contract or identification number	035938
Number of Individuals Covered	1578
Insurance policy start date	2018-07-01
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 $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

32937

Policy instance

Insurance contract or identification number	32937
Number of Individuals Covered	1578
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 $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )

Policy contract number

1666920

Policy instance

Insurance contract or identification number	1666920
Number of Individuals Covered	1578
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 $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

062491

Policy instance

Insurance contract or identification number	062491
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

G-027795

Policy instance

Insurance contract or identification number	G-027795
Number of Individuals Covered	1148
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

32937

Policy instance

Insurance contract or identification number	32937
Number of Individuals Covered	1148
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )

Policy contract number

1666920

Policy instance

Insurance contract or identification number	1666920
Number of Individuals Covered	1148
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

062491

Policy instance

Insurance contract or identification number	062491
Number of Individuals Covered	828
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 $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

32937

Policy instance

Insurance contract or identification number	32937
Number of Individuals Covered	828
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 $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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )

Policy contract number

1666920

Policy instance

Insurance contract or identification number	1666920
Number of Individuals Covered	828
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 $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	AGTEGRA COOPERATIVE
Employer identification number (EIN):	460191930
NAIC Classification:	115110

Jurisdiction of Incorporation:	South Dakota Secretary of State
Incorporation Date:
Company Identification Number:	CO000281