401k Plan data: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN plan

NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 401k Plan overview

Plan Name	NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN
Plan identification number	001

NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

NATIONAL RURAL LETTER CARRIERS' ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: NATIONAL RURAL LETTER CARRIERS' ASSOCIATION

Employer identification number (EIN): 530116149

NAIC Classification: 561900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 THOMAS TURNER 2023-10-11
001 2021-01-01 CLIFFORD D. DAILING 2022-10-06
001 2020-01-01 CLIFFORD D. DAILING 2021-10-18
001 2019-01-01 CLIFFORD D. DAILING 2020-10-14
001 2018-01-01 CLIFFORD D. DAILING 2019-10-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 CLIFFORD D. DAILING
001 2013-01-01 CLIFFORD D. DAILING
001 2012-01-01 CLIFFORD D. DAILING 2013-07-09
001 2011-01-01 CLIFFORD D. DAILING 2012-07-11
001 2010-01-01 CLIFFORD D. DAILING 2011-06-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	THOMAS TURNER	2023-10-11
001	2021-01-01	CLIFFORD D. DAILING	2022-10-06
001	2020-01-01	CLIFFORD D. DAILING	2021-10-18
001	2019-01-01	CLIFFORD D. DAILING	2020-10-14
001	2018-01-01	CLIFFORD D. DAILING	2019-10-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	CLIFFORD D. DAILING
001	2013-01-01	CLIFFORD D. DAILING
001	2012-01-01	CLIFFORD D. DAILING	2013-07-09
001	2011-01-01	CLIFFORD D. DAILING	2012-07-11
001	2010-01-01	CLIFFORD D. DAILING	2011-06-17

Plan Statistics for NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN

401k plan membership statisitcs for NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN

Measure Date Value
2022: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 494
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 371
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 126
Total of all active and inactive participants 2022-01-01 504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 504
Number of participants with account balances 2022-01-01 361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 9
2021: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 473
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 380
Number of retired or separated participants receiving benefits 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 107
Total of all active and inactive participants 2021-01-01 491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 491
Number of participants with account balances 2021-01-01 336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 11
2020: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 488
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 396
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 91
Total of all active and inactive participants 2020-01-01 490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 490
Number of participants with account balances 2020-01-01 316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 458
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 412
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 70
Total of all active and inactive participants 2019-01-01 485
Total participants 2019-01-01 485
Number of participants with account balances 2019-01-01 301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 452
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 406
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 63
Total of all active and inactive participants 2018-01-01 469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 469
Number of participants with account balances 2018-01-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 404
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 361
Number of other retired or separated participants entitled to future benefits 2017-01-01 52
Total of all active and inactive participants 2017-01-01 413
Total participants 2017-01-01 413
Number of participants with account balances 2017-01-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 394
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 373
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 43
Total of all active and inactive participants 2016-01-01 416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 416
Number of participants with account balances 2016-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 356
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 358
Number of retired or separated participants receiving benefits 2015-01-01 35
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 394
Number of participants with account balances 2015-01-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 318
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 337
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 19
Total of all active and inactive participants 2014-01-01 356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 356
Number of participants with account balances 2014-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 10
2013: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 312
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 318
Number of participants with account balances 2013-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5

Measure	Date	Value
2022: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	494
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	371
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	126
Total of all active and inactive participants	2022-01-01	504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	504
Number of participants with account balances	2022-01-01	361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	9
2021: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	473
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	380
Number of retired or separated participants receiving benefits	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	107
Total of all active and inactive participants	2021-01-01	491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	491
Number of participants with account balances	2021-01-01	336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	11
2020: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	488
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	396
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	91
Total of all active and inactive participants	2020-01-01	490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	490
Number of participants with account balances	2020-01-01	316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	458
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	412
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	70
Total of all active and inactive participants	2019-01-01	485
Total participants	2019-01-01	485
Number of participants with account balances	2019-01-01	301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	452
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	406
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	63
Total of all active and inactive participants	2018-01-01	469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	469
Number of participants with account balances	2018-01-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	404
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	361
Number of other retired or separated participants entitled to future benefits	2017-01-01	52
Total of all active and inactive participants	2017-01-01	413
Total participants	2017-01-01	413
Number of participants with account balances	2017-01-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	394
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	373
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	43
Total of all active and inactive participants	2016-01-01	416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	416
Number of participants with account balances	2016-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	356
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	358
Number of retired or separated participants receiving benefits	2015-01-01	35
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	394
Number of participants with account balances	2015-01-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	318
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	337
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	19
Total of all active and inactive participants	2014-01-01	356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	356
Number of participants with account balances	2014-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	10
2013: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	312
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	318
Number of participants with account balances	2013-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5

Financial Data on NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN

Measure	Date	Value
2022 : NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-565,040
Total of all expenses incurred	2022-12-31	$517,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$510,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,028,243
Value of total assets at end of year	2022-12-31	$7,607,004
Value of total assets at beginning of year	2022-12-31	$8,689,717
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$6,807
Total interest from all sources	2022-12-31	$2,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$854,181
Participant contributions at end of year	2022-12-31	$72,144
Participant contributions at beginning of year	2022-12-31	$54,681
Participant contributions at end of year	2022-12-31	$35
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$5,207
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	$-1,082,713
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,607,004
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,689,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$6,807
Value of interest in pooled separate accounts at end of year	2022-12-31	$7,178,849
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$8,352,698
Interest on participant loans	2022-12-31	$2,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$355,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$282,338
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,595,816
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	$168,855
Employer contributions (assets) at end of year	2022-12-31	$35
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$510,866
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MARCUM ACCOUNTANTS & ADVISORS
Accountancy firm EIN	2022-12-31	111986323
2021 : NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,853,334
Total of all expenses incurred	2021-12-31	$537,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$536,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$844,851
Value of total assets at end of year	2021-12-31	$8,689,717
Value of total assets at beginning of year	2021-12-31	$7,373,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$645
Total interest from all sources	2021-12-31	$7,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$682,860
Participant contributions at end of year	2021-12-31	$54,681
Participant contributions at beginning of year	2021-12-31	$15,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,316,266
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,689,717
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,373,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$8,352,698
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$7,109,025
Interest on participant loans	2021-12-31	$2,129
Interest earned on other investments	2021-12-31	$4,992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$282,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$249,362
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,001,362
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	$161,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$536,423
Contract administrator fees	2021-12-31	$645
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	COHNREZNICK
Accountancy firm EIN	2021-12-31	221478099
2020 : NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,745,600
Total of all expenses incurred	2020-12-31	$191,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$190,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$848,348
Value of total assets at end of year	2020-12-31	$7,373,451
Value of total assets at beginning of year	2020-12-31	$5,818,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$455
Total interest from all sources	2020-12-31	$5,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$690,396
Participant contributions at end of year	2020-12-31	$15,064
Participant contributions at beginning of year	2020-12-31	$3,539
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,554,510
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,373,451
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,818,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$7,109,025
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$5,626,193
Interest on participant loans	2020-12-31	$177
Interest earned on other investments	2020-12-31	$4,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$249,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$189,209
Net investment gain/loss from pooled separate accounts	2020-12-31	$892,233
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	$157,952
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$190,635
Contract administrator fees	2020-12-31	$455
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	RSM US LLP
Accountancy firm EIN	2020-12-31	420714325
2019 : NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,703,130
Total of all expenses incurred	2019-12-31	$26,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$26,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$823,448
Value of total assets at end of year	2019-12-31	$5,818,941
Value of total assets at beginning of year	2019-12-31	$4,142,706
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$200
Total interest from all sources	2019-12-31	$4,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$640,909
Participant contributions at end of year	2019-12-31	$3,539
Participant contributions at beginning of year	2019-12-31	$7,252
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$303
Administrative expenses (other) incurred	2019-12-31	$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,676,235
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,818,941
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,142,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,626,193
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,977,791
Interest on participant loans	2019-12-31	$341
Interest earned on other investments	2019-12-31	$4,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$189,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$157,663
Net investment gain/loss from pooled separate accounts	2019-12-31	$874,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$182,236
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$26,695
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RSM US LLP
Accountancy firm EIN	2019-12-31	420714325
2018 : NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$536,111
Total of all expenses incurred	2018-12-31	$397,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$397,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$805,559
Value of total assets at end of year	2018-12-31	$4,142,706
Value of total assets at beginning of year	2018-12-31	$4,004,495
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$300
Total interest from all sources	2018-12-31	$7,029
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	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	$611,058
Participant contributions at end of year	2018-12-31	$7,252
Participant contributions at beginning of year	2018-12-31	$6,492
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$2,834
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$300
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	$138,211
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,142,706
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,004,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$3,977,791
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$3,557,335
Interest on participant loans	2018-12-31	$316
Interest earned on other investments	2018-12-31	$6,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$157,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$437,625
Net investment gain/loss from pooled separate accounts	2018-12-31	$-276,477
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	$194,501
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$397,600
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	TATE & TRYON
Accountancy firm EIN	2018-12-31	521855942
2017 : NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,185,864
Total of all expenses incurred	2017-12-31	$343,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$343,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$711,104
Value of total assets at end of year	2017-12-31	$4,004,495
Value of total assets at beginning of year	2017-12-31	$3,162,251
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$225
Total interest from all sources	2017-12-31	$13,271
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	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	$530,207
Participant contributions at end of year	2017-12-31	$6,492
Participant contributions at beginning of year	2017-12-31	$17,374
Participant contributions at end of year	2017-12-31	$2,834
Participant contributions at beginning of year	2017-12-31	$352
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$36,117
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$3,472
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$225
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	$842,244
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,004,495
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,162,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$3,557,335
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,556,801
Interest on participant loans	2017-12-31	$420
Interest earned on other investments	2017-12-31	$12,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$437,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$551,383
Net investment gain/loss from pooled separate accounts	2017-12-31	$461,489
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	$177,425
Employer contributions (assets) at end of year	2017-12-31	$209
Employer contributions (assets) at beginning of year	2017-12-31	$224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$343,395
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	TATE & TRYON
Accountancy firm EIN	2017-12-31	521855942
2016 : NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$827,711
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$242,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$203,963
Expenses. Certain deemed distributions of participant loans	2016-12-31	$12,614
Value of total corrective distributions	2016-12-31	$26,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$674,156
Value of total assets at end of year	2016-12-31	$3,162,251
Value of total assets at beginning of year	2016-12-31	$2,577,445
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$225
Total interest from all sources	2016-12-31	$15,479
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$250,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$495,600
Participant contributions at end of year	2016-12-31	$17,374
Participant contributions at beginning of year	2016-12-31	$28,758
Participant contributions at end of year	2016-12-31	$288
Participant contributions at beginning of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$36,117
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$35,313
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$4,857
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$225
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	$584,806
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,162,251
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,577,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,556,801
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,079,388
Interest on participant loans	2016-12-31	$783
Interest earned on other investments	2016-12-31	$14,696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$551,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$433,986
Net investment gain/loss from pooled separate accounts	2016-12-31	$138,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$173,699
Employer contributions (assets) at end of year	2016-12-31	$288
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$203,963
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	TATE & TRYON
Accountancy firm EIN	2016-12-31	521855942
2015 : NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$627,573
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$171,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$171,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$644,382
Value of total assets at end of year	2015-12-31	$2,577,445
Value of total assets at beginning of year	2015-12-31	$2,121,333
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$275
Total interest from all sources	2015-12-31	$13,816
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000
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	$459,613
Participant contributions at end of year	2015-12-31	$28,758
Participant contributions at beginning of year	2015-12-31	$27,822
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$35,313
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$34,524
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$54,449
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$456,112
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,577,445
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,121,333
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 pooled separate accounts at end of year	2015-12-31	$2,079,388
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,744,366
Interest on participant loans	2015-12-31	$1,270
Interest earned on other investments	2015-12-31	$12,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$433,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$313,754
Net investment gain/loss from pooled separate accounts	2015-12-31	$-30,625
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	$130,320
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$171,186
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	TATE & TRYON
Accountancy firm EIN	2015-12-31	521855942
2014 : NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$653,418
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$80,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$80,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$595,288
Value of total assets at end of year	2014-12-31	$2,121,333
Value of total assets at beginning of year	2014-12-31	$1,548,429
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$175
Total interest from all sources	2014-12-31	$9,475
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$250,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
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	$387,813
Participant contributions at end of year	2014-12-31	$27,822
Participant contributions at beginning of year	2014-12-31	$17,103
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$34,524
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$33,466
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$67,371
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$175
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
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$572,904
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,121,333
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,548,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,744,366
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,279,830
Interest on participant loans	2014-12-31	$1,028
Interest earned on other investments	2014-12-31	$8,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$313,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$216,250
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from pooled separate accounts	2014-12-31	$48,655
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	$140,104
Employer contributions (assets) at end of year	2014-12-31	$867
Employer contributions (assets) at beginning of year	2014-12-31	$1,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$80,339
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	TATE & TRYON
Accountancy firm EIN	2014-12-31	521855942
2013 : NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
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	$719,089
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$925,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$883,156
Expenses. Certain deemed distributions of participant loans	2013-12-31	$41,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$541,093
Value of total assets at end of year	2013-12-31	$1,548,429
Value of total assets at beginning of year	2013-12-31	$1,754,497
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$75
Total interest from all sources	2013-12-31	$15,955
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$250,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
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	$313,979
Participant contributions at end of year	2013-12-31	$17,103
Participant contributions at beginning of year	2013-12-31	$53,404
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$33,466
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$41,833
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$108,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$75
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
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$-206,068
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,548,429
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,754,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,279,830
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,056,311
Interest on participant loans	2013-12-31	$1,805
Interest earned on other investments	2013-12-31	$14,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$216,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$602,949
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	$118,335
Employer contributions (assets) at end of year	2013-12-31	$1,780
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$883,156
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	TATE & TRYON, CPA'S AND CONSULTANTS
Accountancy firm EIN	2013-12-31	521855942

Form 5500 Responses for NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN

2022: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
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: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
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: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
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: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
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: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NATIONAL RURAL LETTER CARRIERS ASSOCIATION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

GH3812

Policy instance

Insurance contract or identification number	GH3812
Number of Individuals Covered	360
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $27,178
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $27,178
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	CASH COMMISSIONS
Insurance broker organization code?	3

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

Policy contract number

GH3812

Policy instance

Insurance contract or identification number	GH3812
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $27,823
Commission paid to Insurance Broker	USD $27,823
Insurance broker organization code?	3

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

Policy contract number

GH3812

Policy instance

Insurance contract or identification number	GH3812
Number of Individuals Covered	316
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $21,086
Total amount of fees paid to insurance company	USD $2,911
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,086
Insurance broker organization code?	3
Amount paid for insurance broker fees	2911
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM

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

Policy contract number

GH3812

Policy instance

Insurance contract or identification number	GH3812
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $17,311
Total amount of fees paid to insurance company	USD $2,363
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,311
Insurance broker organization code?	3
Amount paid for insurance broker fees	2363

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

Policy contract number

GH3812

Policy instance

Insurance contract or identification number	GH3812
Number of Individuals Covered	277
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $14,400
Total amount of fees paid to insurance company	USD $2,024
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $14,400
Insurance broker organization code?	3
Amount paid for insurance broker fees	2024

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

E000502610

Policy instance

Insurance contract or identification number	E000502610
Number of Individuals Covered	0
Are there contracts with allocated funds for individual policies?	1

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

Policy contract number

GH3812

Policy instance

Insurance contract or identification number	GH3812
Number of Individuals Covered	259
Total amount of commissions paid to insurance broker	USD $12,059
Total amount of fees paid to insurance company	USD $1,655
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $12,059
Additional information about fees paid to insurance broker	CASH COMMISSIONS
Insurance broker organization code?	3
Amount paid for insurance broker fees	1655
Insurance broker name	WELLS THOMAS, LLC

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

Policy contract number

GH3812

Policy instance

Insurance contract or identification number	GH3812
Number of Individuals Covered	207
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $7,906
Total amount of fees paid to insurance company	USD $1,091
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
Commission paid to Insurance Broker	USD $7,906
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	CASH COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	KLM PLAN SERVICES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

E000502610

Policy instance

Insurance contract or identification number	E000502610
Number of Individuals Covered	2
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	Yes
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	Yes
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

E000502610

Policy instance

Insurance contract or identification number	E000502610
Number of Individuals Covered	2
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	Yes
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	Yes
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

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

Policy contract number

GH3812

Policy instance

Insurance contract or identification number	GH3812
Number of Individuals Covered	180
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $6,288
Total amount of fees paid to insurance company	USD $876
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
Commission paid to Insurance Broker	USD $6,288
Amount paid for insurance broker fees	30
Additional information about fees paid to insurance broker	CASH COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	KLM PLAN SERVICES, INC.

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

Policy contract number

GH3812

Policy instance

Insurance contract or identification number	GH3812
Number of Individuals Covered	142
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $4,804
Total amount of fees paid to insurance company	USD $706
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
Commission paid to Insurance Broker	USD $4,804
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	CASH COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	KLM PLAN SERVICES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

E000502610

Policy instance

Insurance contract or identification number	E000502610
Number of Individuals Covered	2
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	Yes
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	Yes
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:	NATIONAL RURAL LETTER CARRIERS' ASSOCIATION
Employer identification number (EIN):	530116149
NAIC Classification:	561900