401k Plan data: ORTHO 401(K) SOLUTIONS plan

ORTHO 401(K) SOLUTIONS 401k Plan overview

Plan Name	ORTHO 401(K) SOLUTIONS
Plan identification number	001

ORTHO 401(K) SOLUTIONS Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

ORTHO BENEFITS CORP has sponsored the creation of one or more 401k plans.

Company Name: ORTHO BENEFITS CORP

Employer identification number (EIN): 471797746

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHO 401(K) SOLUTIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ARY ROSENBAUM 2023-10-16
001 2021-01-01 ARY ROSENBAUM 2023-01-24
001 2020-01-01 ARY ROSENBAUM 2021-10-13
001 2019-01-01 ARY ROSENBAUM 2020-10-15
001 2018-01-01 ARY ROSENBAUM 2019-10-15
001 2017-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 ARY ROSENBAUM 2016-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	ARY ROSENBAUM	2023-10-16
001	2021-01-01	ARY ROSENBAUM	2023-01-24
001	2020-01-01	ARY ROSENBAUM	2021-10-13
001	2019-01-01	ARY ROSENBAUM	2020-10-15
001	2018-01-01	ARY ROSENBAUM	2019-10-15
001	2017-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	ARY ROSENBAUM	2016-10-17

Plan Statistics for ORTHO 401(K) SOLUTIONS

401k plan membership statisitcs for ORTHO 401(K) SOLUTIONS

Measure Date Value
2022: ORTHO 401(K) SOLUTIONS 2022 401k membership
Total participants, beginning-of-year 2022-01-01 504
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 293
Number of retired or separated participants receiving benefits 2022-01-01 34
Number of other retired or separated participants entitled to future benefits 2022-01-01 136
Total of all active and inactive participants 2022-01-01 463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 463
Number of participants with account balances 2022-01-01 447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 28
2021: ORTHO 401(K) SOLUTIONS 2021 401k membership
Total participants, beginning-of-year 2021-01-01 657
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 329
Number of retired or separated participants receiving benefits 2021-01-01 44
Number of other retired or separated participants entitled to future benefits 2021-01-01 131
Total of all active and inactive participants 2021-01-01 504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 504
Number of participants with account balances 2021-01-01 399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 25
2020: ORTHO 401(K) SOLUTIONS 2020 401k membership
Total participants, beginning-of-year 2020-01-01 640
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 495
Number of retired or separated participants receiving benefits 2020-01-01 31
Number of other retired or separated participants entitled to future benefits 2020-01-01 131
Total of all active and inactive participants 2020-01-01 657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 657
Number of participants with account balances 2020-01-01 555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 31
2019: ORTHO 401(K) SOLUTIONS 2019 401k membership
Total participants, beginning-of-year 2019-01-01 570
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 494
Number of retired or separated participants receiving benefits 2019-01-01 108
Number of other retired or separated participants entitled to future benefits 2019-01-01 38
Total of all active and inactive participants 2019-01-01 640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 640
Number of participants with account balances 2019-01-01 550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 24
2018: ORTHO 401(K) SOLUTIONS 2018 401k membership
Total participants, beginning-of-year 2018-01-01 546
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 449
Number of retired or separated participants receiving benefits 2018-01-01 32
Number of other retired or separated participants entitled to future benefits 2018-01-01 89
Total of all active and inactive participants 2018-01-01 570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 570
Number of participants with account balances 2018-01-01 475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 29
2017: ORTHO 401(K) SOLUTIONS 2017 401k membership
Total participants, beginning-of-year 2017-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 425
Number of retired or separated participants receiving benefits 2017-01-01 31
Number of other retired or separated participants entitled to future benefits 2017-01-01 90
Total of all active and inactive participants 2017-01-01 546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 546
Number of participants with account balances 2017-01-01 467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 27
2016: ORTHO 401(K) SOLUTIONS 2016 401k membership
Total participants, beginning-of-year 2016-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 177
Number of retired or separated participants receiving benefits 2016-01-01 14
Number of other retired or separated participants entitled to future benefits 2016-01-01 36
Total of all active and inactive participants 2016-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 227
Number of participants with account balances 2016-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 20

Measure	Date	Value
2022: ORTHO 401(K) SOLUTIONS 2022 401k membership
Total participants, beginning-of-year	2022-01-01	504
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	293
Number of retired or separated participants receiving benefits	2022-01-01	34
Number of other retired or separated participants entitled to future benefits	2022-01-01	136
Total of all active and inactive participants	2022-01-01	463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	463
Number of participants with account balances	2022-01-01	447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	28
2021: ORTHO 401(K) SOLUTIONS 2021 401k membership
Total participants, beginning-of-year	2021-01-01	657
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	329
Number of retired or separated participants receiving benefits	2021-01-01	44
Number of other retired or separated participants entitled to future benefits	2021-01-01	131
Total of all active and inactive participants	2021-01-01	504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	504
Number of participants with account balances	2021-01-01	399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	25
2020: ORTHO 401(K) SOLUTIONS 2020 401k membership
Total participants, beginning-of-year	2020-01-01	640
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	495
Number of retired or separated participants receiving benefits	2020-01-01	31
Number of other retired or separated participants entitled to future benefits	2020-01-01	131
Total of all active and inactive participants	2020-01-01	657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	657
Number of participants with account balances	2020-01-01	555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	31
2019: ORTHO 401(K) SOLUTIONS 2019 401k membership
Total participants, beginning-of-year	2019-01-01	570
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	494
Number of retired or separated participants receiving benefits	2019-01-01	108
Number of other retired or separated participants entitled to future benefits	2019-01-01	38
Total of all active and inactive participants	2019-01-01	640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	640
Number of participants with account balances	2019-01-01	550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	24
2018: ORTHO 401(K) SOLUTIONS 2018 401k membership
Total participants, beginning-of-year	2018-01-01	546
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	449
Number of retired or separated participants receiving benefits	2018-01-01	32
Number of other retired or separated participants entitled to future benefits	2018-01-01	89
Total of all active and inactive participants	2018-01-01	570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	570
Number of participants with account balances	2018-01-01	475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	29
2017: ORTHO 401(K) SOLUTIONS 2017 401k membership
Total participants, beginning-of-year	2017-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	425
Number of retired or separated participants receiving benefits	2017-01-01	31
Number of other retired or separated participants entitled to future benefits	2017-01-01	90
Total of all active and inactive participants	2017-01-01	546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	546
Number of participants with account balances	2017-01-01	467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	27
2016: ORTHO 401(K) SOLUTIONS 2016 401k membership
Total participants, beginning-of-year	2016-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	177
Number of retired or separated participants receiving benefits	2016-01-01	14
Number of other retired or separated participants entitled to future benefits	2016-01-01	36
Total of all active and inactive participants	2016-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	227
Number of participants with account balances	2016-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	20

Financial Data on ORTHO 401(K) SOLUTIONS

Measure	Date	Value
2022 : ORTHO 401(K) SOLUTIONS 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,219,008
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,628,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,449,984
Expenses. Certain deemed distributions of participant loans	2022-12-31	$8,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,244,784
Value of total assets at end of year	2022-12-31	$37,320,090
Value of total assets at beginning of year	2022-12-31	$42,167,324
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$170,222
Total interest from all sources	2022-12-31	$13,534
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$972,095
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	$972,095
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,290,725
Participant contributions at end of year	2022-12-31	$250,039
Participant contributions at beginning of year	2022-12-31	$302,648
Participant contributions at end of year	2022-12-31	$47,628
Participant contributions at beginning of year	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
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	$-985
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	$323,498
Value of net income/loss	2022-12-31	$-4,847,234
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$37,320,090
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$42,167,324
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$31,687,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$37,490,681
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	$13,534
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$52,732
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$50,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$50,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,954,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,131,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,448,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,630,561
Employer contributions (assets) at end of year	2022-12-31	$1,327,205
Employer contributions (assets) at beginning of year	2022-12-31	$1,191,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,449,984
Contract administrator fees	2022-12-31	$170,222
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	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2022-12-31	141918990
2021 : ORTHO 401(K) SOLUTIONS 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$14,438,691
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$9,760,224
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,441,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,161,811
Expenses. Certain deemed distributions of participant loans	2021-12-31	$42,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,111,324
Value of total assets at end of year	2021-12-31	$42,167,324
Value of total assets at beginning of year	2021-12-31	$48,287,058
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$236,797
Total interest from all sources	2021-12-31	$20,369
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,335,001
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	$1,335,001
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	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	$2,014,620
Participant contributions at end of year	2021-12-31	$302,648
Participant contributions at beginning of year	2021-12-31	$491,495
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$62,340
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$305,729
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
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	$0
Other income not declared elsewhere	2021-12-31	$5,902
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	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$8,318,957
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$42,167,324
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$48,287,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$37,490,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$43,609,020
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	$20,369
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$50,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$85,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$85,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,131,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,491,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,287,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,790,975
Employer contributions (assets) at end of year	2021-12-31	$1,191,989
Employer contributions (assets) at beginning of year	2021-12-31	$1,546,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,161,811
Contract administrator fees	2021-12-31	$236,797
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
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2021-12-31	141918990
2020 : ORTHO 401(K) SOLUTIONS 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,090
Total income from all sources (including contributions)	2020-12-31	$10,371,897
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,722,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,516,992
Expenses. Certain deemed distributions of participant loans	2020-12-31	$19,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,540,784
Value of total assets at end of year	2020-12-31	$48,287,058
Value of total assets at beginning of year	2020-12-31	$41,638,516
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$186,212
Total interest from all sources	2020-12-31	$11,796
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$985,574
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	$985,574
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
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	$2,129,145
Participant contributions at end of year	2020-12-31	$491,495
Participant contributions at beginning of year	2020-12-31	$238,325
Participant contributions at end of year	2020-12-31	$62,340
Participant contributions at beginning of year	2020-12-31	$37,567
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$237,025
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$1,090
Other income not declared elsewhere	2020-12-31	$2,013
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$6,649,632
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$48,287,058
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$41,637,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$43,609,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,146,057
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$949,145
Interest on participant loans	2020-12-31	$11,796
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$20,318,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$85,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$82,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$82,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,491,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,511,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,831,730
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	Yes
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	$2,174,614
Employer contributions (assets) at end of year	2020-12-31	$1,546,972
Employer contributions (assets) at beginning of year	2020-12-31	$1,354,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,516,992
Contract administrator fees	2020-12-31	$186,212
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	2020-12-31	Yes
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	TEMPLETON & COMPANY
Accountancy firm EIN	2020-12-31	141918990
2019 : ORTHO 401(K) SOLUTIONS 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 liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,090
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,090
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$11,520,982
Total income from all sources (including contributions)	2019-12-31	$11,520,982
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	$1,026,697
Total of all expenses incurred	2019-12-31	$1,026,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$818,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$818,789
Expenses. Certain deemed distributions of participant loans	2019-12-31	$43,341
Expenses. Certain deemed distributions of participant loans	2019-12-31	$43,341
Value of total corrective distributions	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,807,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,807,099
Value of total assets at end of year	2019-12-31	$41,638,516
Value of total assets at end of year	2019-12-31	$41,638,516
Value of total assets at beginning of year	2019-12-31	$31,143,141
Value of total assets at beginning of year	2019-12-31	$31,143,141
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$164,567
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$164,567
Total interest from all sources	2019-12-31	$14,436
Total interest from all sources	2019-12-31	$14,436
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$558,225
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$558,225
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	$558,225
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$558,225
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	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	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	$2,004,767
Contributions received from participants	2019-12-31	$2,004,767
Participant contributions at end of year	2019-12-31	$238,325
Participant contributions at end of year	2019-12-31	$238,325
Participant contributions at beginning of year	2019-12-31	$299,333
Participant contributions at beginning of year	2019-12-31	$299,333
Participant contributions at end of year	2019-12-31	$37,567
Participant contributions at end of year	2019-12-31	$37,567
Participant contributions at beginning of year	2019-12-31	$34,877
Participant contributions at beginning of year	2019-12-31	$34,877
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$959,810
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$959,810
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$847
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$1,090
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$1,090
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$8,590
Other income not declared elsewhere	2019-12-31	$8,590
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$79,665
Total non interest bearing cash at beginning of year	2019-12-31	$79,665
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	$10,494,285
Value of net income/loss	2019-12-31	$10,494,285
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$41,637,426
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$41,637,426
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$31,143,141
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$31,143,141
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	$17,146,057
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,146,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,463,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,463,344
Value of interest in pooled separate accounts at end of year	2019-12-31	$949,145
Value of interest in pooled separate accounts at end of year	2019-12-31	$949,145
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$14,436
Interest on participant loans	2019-12-31	$14,436
Value of interest in master investment trust accounts at end of year	2019-12-31	$0
Value of interest in master investment trust accounts at end of year	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$20,318,559
Value of interest in common/collective trusts at end of year	2019-12-31	$20,318,559
Value of interest in common/collective trusts at beginning of year	2019-12-31	$14,876,832
Value of interest in common/collective trusts at beginning of year	2019-12-31	$14,876,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$82,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$82,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,200,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,200,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,200,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,200,139
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,511,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,511,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,132,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,132,632
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	$1,842,522
Contributions received in cash from employer	2019-12-31	$1,842,522
Employer contributions (assets) at end of year	2019-12-31	$1,354,400
Employer contributions (assets) at end of year	2019-12-31	$1,354,400
Employer contributions (assets) at beginning of year	2019-12-31	$1,188,104
Employer contributions (assets) at beginning of year	2019-12-31	$1,188,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$818,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$818,789
Contract administrator fees	2019-12-31	$164,567
Contract administrator fees	2019-12-31	$164,567
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	TEMPLETON & COMPANY
Accountancy firm name	2019-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2019-12-31	141918990
Accountancy firm EIN	2019-12-31	141918990
2018 : ORTHO 401(K) SOLUTIONS 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$747,563
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$11,738
Total income from all sources (including contributions)	2018-12-31	$3,392,298
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$5,152,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,990,557
Expenses. Certain deemed distributions of participant loans	2018-12-31	$17,792
Value of total corrective distributions	2018-12-31	$2,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$5,233,974
Value of total assets at end of year	2018-12-31	$31,143,141
Value of total assets at beginning of year	2018-12-31	$32,167,107
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$141,740
Total interest from all sources	2018-12-31	$15,395
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
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	$1,950,465
Participant contributions at end of year	2018-12-31	$299,333
Participant contributions at beginning of year	2018-12-31	$296,061
Participant contributions at end of year	2018-12-31	$34,877
Participant contributions at beginning of year	2018-12-31	$105,679
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,671,409
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$847
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$11,738
Other income not declared elsewhere	2018-12-31	$4,784
Total non interest bearing cash at end of year	2018-12-31	$79,665
Total non interest bearing cash at beginning of year	2018-12-31	$58,162
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	$-1,759,791
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$31,143,141
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$32,155,369
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	$13,463,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$11,985,332
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$15,395
Value of interest in master investment trust accounts at end of year	2018-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$14,876,832
Value of interest in common/collective trusts at beginning of year	2018-12-31	$16,815,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,200,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,477,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,477,451
Assets. Value of investments in 103.12 investment entities at end of year	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,861,855
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	$1,612,100
Employer contributions (assets) at end of year	2018-12-31	$1,188,104
Employer contributions (assets) at beginning of year	2018-12-31	$1,429,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,990,557
Contract administrator fees	2018-12-31	$141,740
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	2018-12-31	Yes
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	TEMPLETON & COMPANY
Accountancy firm EIN	2018-12-31	141918990
2017 : ORTHO 401(K) SOLUTIONS 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$11,459,044
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$11,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$7,561,535
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,161,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,049,480
Expenses. Certain deemed distributions of participant loans	2017-12-31	$23,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,314,871
Value of total assets at end of year	2017-12-31	$32,167,107
Value of total assets at beginning of year	2017-12-31	$15,295,797
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$88,305
Total interest from all sources	2017-12-31	$9,467
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
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	$1,504,232
Participant contributions at end of year	2017-12-31	$296,061
Participant contributions at beginning of year	2017-12-31	$94,457
Participant contributions at end of year	2017-12-31	$105,679
Participant contributions at beginning of year	2017-12-31	$1,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$11,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$681
Total non interest bearing cash at end of year	2017-12-31	$58,162
Total non interest bearing cash at beginning of year	2017-12-31	$20,042
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	$5,400,528
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$32,155,369
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$15,295,797
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	$11,985,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$12,929,760
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$9,467
Value of interest in master investment trust accounts at end of year	2017-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$16,815,301
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,477,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,355,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,355,212
Assets. Value of investments in 103.12 investment entities at end of year	2017-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,236,516
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	$1,810,639
Employer contributions (assets) at end of year	2017-12-31	$1,429,121
Employer contributions (assets) at beginning of year	2017-12-31	$894,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,049,480
Contract administrator fees	2017-12-31	$88,305
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
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	TEMPLETON & COMPANY
Accountancy firm EIN	2017-12-31	141918990
2016 : ORTHO 401(K) SOLUTIONS 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$4,585,676
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,662,741
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$5,631,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$5,575,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,785,746
Value of total assets at end of year	2016-12-31	$15,295,797
Value of total assets at beginning of year	2016-12-31	$13,679,115
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$56,364
Total interest from all sources	2016-12-31	$3,439
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$760,592
Participant contributions at end of year	2016-12-31	$94,457
Participant contributions at beginning of year	2016-12-31	$102,803
Participant contributions at end of year	2016-12-31	$1,407
Participant contributions at beginning of year	2016-12-31	$11,581
Other income not declared elsewhere	2016-12-31	$1,308
Total non interest bearing cash at end of year	2016-12-31	$20,042
Total non interest bearing cash at beginning of year	2016-12-31	$6,174
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	$-2,968,994
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$15,295,797
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$13,679,115
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	$12,929,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$11,770,631
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$3,439
Value of interest in master investment trust accounts at end of year	2016-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,355,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,182,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,182,750
Assets. Value of investments in 103.12 investment entities at end of year	2016-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$872,248
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	$1,025,154
Employer contributions (assets) at end of year	2016-12-31	$894,919
Employer contributions (assets) at beginning of year	2016-12-31	$605,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$5,575,371
Contract administrator fees	2016-12-31	$56,364
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2016-12-31	141918990

Form 5500 Responses for ORTHO 401(K) SOLUTIONS

2022: ORTHO 401(K) SOLUTIONS 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple 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	Yes
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: ORTHO 401(K) SOLUTIONS 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple 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	Yes
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: ORTHO 401(K) SOLUTIONS 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple 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	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ORTHO 401(K) SOLUTIONS 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple 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	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ORTHO 401(K) SOLUTIONS 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple 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	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ORTHO 401(K) SOLUTIONS 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	Yes
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	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ORTHO 401(K) SOLUTIONS 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple 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	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

501718 & 501717

Policy instance

Insurance contract or identification number	501718 & 501717
Number of Individuals Covered	68
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3

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

Policy contract number

501718 & 501717

Policy instance

Insurance contract or identification number	501718 & 501717
Number of Individuals Covered	62
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $4,623
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,623
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3

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

Policy contract number

501718 & 501717

Policy instance

Insurance contract or identification number	501718 & 501717
Number of Individuals Covered	80
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $3,493
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,493
Insurance broker organization code?	3

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

Policy contract number

501718 & 501717

Policy instance

Insurance contract or identification number	501718 & 501717
Number of Individuals Covered	64
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $3,108
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,108
Insurance broker organization code?	3

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

Policy contract number

501718 & 501717

Policy instance

Insurance contract or identification number	501718 & 501717
Number of Individuals Covered	69
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $4,143
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,143
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61573 - 1

Policy instance

Insurance contract or identification number	MR 61573 - 1
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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

501717

Policy instance

Insurance contract or identification number	501717
Number of Individuals Covered	1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,461
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,461
Insurance broker organization code?	3
Insurance broker name	GWN SECURITIES INC

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

Policy contract number

501718

Policy instance

Insurance contract or identification number	501718
Number of Individuals Covered	1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $121
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $121
Insurance broker organization code?	3
Insurance broker name	GWN SECURITIES, INC.

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Company Name:	ORTHO BENEFITS CORP
Employer identification number (EIN):	471797746
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations