401k Plan data: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN plan

THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 401k Plan overview

Plan Name	THE NATIONAL WORLD WAR II MUSEUM 401K PLAN
Plan identification number	001

THE NATIONAL WORLD WAR II MUSEUM 401K 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE NATIONAL WORLD WAR II MUSEUM, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE NATIONAL WORLD WAR II MUSEUM, INC.

Employer identification number (EIN): 721200790

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NATIONAL WORLD WAR II MUSEUM 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 REBECCA MACKIE
001 2016-01-01 REBECCA MACKIE
001 2015-01-01 REBECCA MACKIE
001 2014-01-01 REBECCA MACKIE
001 2013-01-01 REBECCA MACKIE
001 2012-01-01 REBECCA MACKIE
001 2011-01-01 REBECCA MACKIE
001 2010-01-01 REBECCA MACKIE 2011-07-14

Plan Statistics for THE NATIONAL WORLD WAR II MUSEUM 401K PLAN

401k plan membership statisitcs for THE NATIONAL WORLD WAR II MUSEUM 401K PLAN

Measure Date Value
2022: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 289
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 275
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 75
Total of all active and inactive participants 2022-01-01 354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 354
Number of participants with account balances 2022-01-01 328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 24
2021: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 218
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 67
Total of all active and inactive participants 2021-01-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 288
Number of participants with account balances 2021-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 337
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 186
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 66
Total of all active and inactive participants 2020-01-01 252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 253
Number of participants with account balances 2020-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 17
2019: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 394
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 271
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 57
Total of all active and inactive participants 2019-01-01 331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 332
Number of participants with account balances 2019-01-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 8
2018: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 373
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 318
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 66
Total of all active and inactive participants 2018-01-01 387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 388
Number of participants with account balances 2018-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 349
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 260
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 62
Total of all active and inactive participants 2017-01-01 325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 325
Number of participants with account balances 2017-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 297
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 277
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 60
Total of all active and inactive participants 2016-01-01 337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 337
Number of participants with account balances 2016-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 230
Number of other retired or separated participants entitled to future benefits 2015-01-01 60
Total of all active and inactive participants 2015-01-01 290
Total participants 2015-01-01 290
Number of participants with account balances 2015-01-01 179
2014: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 346
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 203
Number of retired or separated participants receiving benefits 2014-01-01 60
Total of all active and inactive participants 2014-01-01 263
Total participants 2014-01-01 263
Number of participants with account balances 2014-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 317
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 306
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 38
Total of all active and inactive participants 2013-01-01 344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 344
Number of participants with account balances 2013-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 305
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 264
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 36
Total of all active and inactive participants 2012-01-01 300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 300
Number of participants with account balances 2012-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 6
2011: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 264
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 262
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 38
Total of all active and inactive participants 2011-01-01 300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 300
Number of participants with account balances 2011-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 10

Measure	Date	Value
2022: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	289
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	275
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	75
Total of all active and inactive participants	2022-01-01	354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	354
Number of participants with account balances	2022-01-01	328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	24
2021: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	218
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	67
Total of all active and inactive participants	2021-01-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	288
Number of participants with account balances	2021-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	337
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	186
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	66
Total of all active and inactive participants	2020-01-01	252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	253
Number of participants with account balances	2020-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	17
2019: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	394
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	271
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	57
Total of all active and inactive participants	2019-01-01	331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	332
Number of participants with account balances	2019-01-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	8
2018: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	373
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	318
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	66
Total of all active and inactive participants	2018-01-01	387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	388
Number of participants with account balances	2018-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	349
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	260
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	62
Total of all active and inactive participants	2017-01-01	325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	325
Number of participants with account balances	2017-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	297
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	277
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	60
Total of all active and inactive participants	2016-01-01	337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	337
Number of participants with account balances	2016-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	230
Number of other retired or separated participants entitled to future benefits	2015-01-01	60
Total of all active and inactive participants	2015-01-01	290
Total participants	2015-01-01	290
Number of participants with account balances	2015-01-01	179
2014: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	346
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	203
Number of retired or separated participants receiving benefits	2014-01-01	60
Total of all active and inactive participants	2014-01-01	263
Total participants	2014-01-01	263
Number of participants with account balances	2014-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	317
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	306
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	38
Total of all active and inactive participants	2013-01-01	344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	344
Number of participants with account balances	2013-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	305
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	264
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	36
Total of all active and inactive participants	2012-01-01	300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	300
Number of participants with account balances	2012-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	6
2011: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	264
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	262
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	38
Total of all active and inactive participants	2011-01-01	300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	300
Number of participants with account balances	2011-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	10

Financial Data on THE NATIONAL WORLD WAR II MUSEUM 401K PLAN

Measure	Date	Value
2022 : THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-846,473
Total of all expenses incurred	2022-12-31	$1,095,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,045,393
Value of total corrective distributions	2022-12-31	$169
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,496,092
Value of total assets at end of year	2022-12-31	$11,051,471
Value of total assets at beginning of year	2022-12-31	$12,993,595
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$50,089
Total interest from all sources	2022-12-31	$11,333
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$173,547
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	$173,547
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	$920,093
Participant contributions at end of year	2022-12-31	$95,670
Participant contributions at beginning of year	2022-12-31	$94,009
Participant contributions at end of year	2022-12-31	$26,496
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$248,517
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$111
Administrative expenses (other) incurred	2022-12-31	$27,722
Total non interest bearing cash at end of year	2022-12-31	$15,945
Total non interest bearing cash at beginning of year	2022-12-31	$15,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,942,124
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,051,471
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,993,595
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	$22,367
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$10,015,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$12,784,072
Interest on participant loans	2022-12-31	$4,094
Interest earned on other investments	2022-12-31	$7,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$887,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$99,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,527,445
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	Yes
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	$327,482
Employer contributions (assets) at end of year	2022-12-31	$10,180
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,045,393
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	No
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	LAPORTE APAC
Accountancy firm EIN	2022-12-31	721088864
2021 : THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$2,575,482
Total of all expenses incurred	2021-12-31	$1,364,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,282,753
Value of total corrective distributions	2021-12-31	$26,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$951,443
Value of total assets at end of year	2021-12-31	$12,993,595
Value of total assets at beginning of year	2021-12-31	$11,782,556
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$55,510
Total interest from all sources	2021-12-31	$5,296
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$226,191
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	$226,191
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	$671,683
Participant contributions at end of year	2021-12-31	$94,009
Participant contributions at beginning of year	2021-12-31	$31,042
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$41,635
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$111
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$60
Administrative expenses (other) incurred	2021-12-31	$27,721
Total non interest bearing cash at end of year	2021-12-31	$15,945
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	$1,211,039
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,993,595
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,782,556
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
Investment advisory and management fees	2021-12-31	$27,789
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$12,784,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,659,721
Interest on participant loans	2021-12-31	$2,745
Interest earned on other investments	2021-12-31	$2,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$99,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$91,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,392,552
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	$238,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,282,753
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	No
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	BOURGEOIS BENNETT, LLC
Accountancy firm EIN	2021-12-31	720136870
2020 : THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$2,776,101
Total of all expenses incurred	2020-12-31	$1,093,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,040,991
Value of total corrective distributions	2020-12-31	$12,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$890,211
Value of total assets at end of year	2020-12-31	$11,782,556
Value of total assets at beginning of year	2020-12-31	$10,099,961
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$40,125
Total interest from all sources	2020-12-31	$4,718
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$170,334
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	$170,334
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
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	$664,758
Participant contributions at end of year	2020-12-31	$31,042
Participant contributions at beginning of year	2020-12-31	$41,000
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$60
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$58
Administrative expenses (other) incurred	2020-12-31	$23,520
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	$1,682,595
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,782,556
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,099,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$16,605
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,659,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,934,423
Interest on participant loans	2020-12-31	$2,209
Interest earned on other investments	2020-12-31	$2,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$91,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$124,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,710,838
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	$225,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,040,991
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	No
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	BOURGEOIS BENNETT, LLC
Accountancy firm EIN	2020-12-31	720136870
2019 : THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,925,879
Total of all expenses incurred	2019-12-31	$872,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$832,505
Value of total corrective distributions	2019-12-31	$356
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,031,456
Value of total assets at end of year	2019-12-31	$10,099,961
Value of total assets at beginning of year	2019-12-31	$8,046,338
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$39,395
Total interest from all sources	2019-12-31	$3,946
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$168,335
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	$168,335
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	$732,078
Participant contributions at end of year	2019-12-31	$41,000
Participant contributions at beginning of year	2019-12-31	$65,427
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$39,486
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$58
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$5
Administrative expenses (other) incurred	2019-12-31	$21,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,053,623
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,099,961
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,046,338
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
Investment advisory and management fees	2019-12-31	$18,252
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,934,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,868,034
Interest on participant loans	2019-12-31	$3,029
Interest earned on other investments	2019-12-31	$917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$124,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$112,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,722,142
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	$259,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$832,505
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	No
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	BOURGEOIS BENNETT, LLC
Accountancy firm EIN	2019-12-31	720136870
2018 : THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$363,813
Total of all expenses incurred	2018-12-31	$140,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$104,061
Value of total corrective distributions	2018-12-31	$14,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$900,979
Value of total assets at end of year	2018-12-31	$8,046,338
Value of total assets at beginning of year	2018-12-31	$7,823,043
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$22,283
Total interest from all sources	2018-12-31	$4,249
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$79,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$79,914
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	$646,204
Participant contributions at end of year	2018-12-31	$65,427
Participant contributions at beginning of year	2018-12-31	$33,492
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$25,354
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$5
Administrative expenses (other) incurred	2018-12-31	$4,482
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	$223,295
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,046,338
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,823,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$1,410
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,868,034
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$7,669,885
Interest on participant loans	2018-12-31	$3,072
Interest earned on other investments	2018-12-31	$1,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$112,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$119,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-333,694
Net investment gain/loss from pooled separate accounts	2018-12-31	$-287,635
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	$229,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$104,061
Contract administrator fees	2018-12-31	$16,391
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	No
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	BOURGEOIS BENNETT, LLC
Accountancy firm EIN	2018-12-31	720136870
2017 : THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,815,190
Total of all expenses incurred	2017-12-31	$70,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$61,409
Expenses. Certain deemed distributions of participant loans	2017-12-31	$144
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$787,035
Value of total assets at end of year	2017-12-31	$7,823,043
Value of total assets at beginning of year	2017-12-31	$6,078,583
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$9,177
Total interest from all sources	2017-12-31	$2,997
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	$581,443
Participant contributions at end of year	2017-12-31	$33,492
Participant contributions at beginning of year	2017-12-31	$39,264
Administrative expenses (other) incurred	2017-12-31	$305
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	$1,744,460
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,823,043
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,078,583
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
Investment advisory and management fees	2017-12-31	$8,872
Value of interest in pooled separate accounts at end of year	2017-12-31	$7,669,885
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,920,970
Interest on participant loans	2017-12-31	$1,680
Interest earned on other investments	2017-12-31	$1,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$119,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$118,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$-4,128
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,029,286
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	$205,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$61,409
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	No
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	BOURGEOIS BENNETT, LLC
Accountancy firm EIN	2017-12-31	720136870
2016 : THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,185,374
Total of all expenses incurred	2016-12-31	$301,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$284,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$835,086
Value of total assets at end of year	2016-12-31	$6,078,583
Value of total assets at beginning of year	2016-12-31	$5,194,495
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$16,791
Total interest from all sources	2016-12-31	$1,611
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	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$538,438
Participant contributions at end of year	2016-12-31	$39,264
Participant contributions at beginning of year	2016-12-31	$29,115
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$107,719
Other income not declared elsewhere	2016-12-31	$1,341
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	$884,088
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,078,583
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,194,495
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	$5,920,970
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$5,059,640
Interest on participant loans	2016-12-31	$1,611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$118,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$105,740
Net investment gain/loss from pooled separate accounts	2016-12-31	$347,336
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	$188,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$284,495
Contract administrator fees	2016-12-31	$16,791
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	BOURGEOIS BENNETT, LLC
Accountancy firm EIN	2016-12-31	720136870
2015 : THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$732,840
Total of all expenses incurred	2015-12-31	$391,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$367,773
Value of total corrective distributions	2015-12-31	$1,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$767,307
Value of total assets at end of year	2015-12-31	$5,194,495
Value of total assets at beginning of year	2015-12-31	$4,853,399
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$22,875
Total interest from all sources	2015-12-31	$1,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$265
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$517,641
Participant contributions at end of year	2015-12-31	$29,115
Participant contributions at beginning of year	2015-12-31	$22,095
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$56,958
Other income not declared elsewhere	2015-12-31	$1,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$341,096
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,194,495
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,853,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$22,610
Value of interest in pooled separate accounts at end of year	2015-12-31	$5,059,640
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,733,531
Interest on participant loans	2015-12-31	$1,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$105,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$97,773
Net investment gain/loss from pooled separate accounts	2015-12-31	$-37,102
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	$192,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$367,773
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	BOURGEOIS BENNETT, LLC
Accountancy firm EIN	2015-12-31	720136870
2014 : THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,100,896
Total of all expenses incurred	2014-12-31	$181,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$159,821
Value of total corrective distributions	2014-12-31	$1,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$713,551
Value of total assets at end of year	2014-12-31	$4,853,399
Value of total assets at beginning of year	2014-12-31	$3,934,044
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$19,907
Total interest from all sources	2014-12-31	$1,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$100
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
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	$479,615
Participant contributions at end of year	2014-12-31	$22,095
Participant contributions at beginning of year	2014-12-31	$25,408
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$38,157
Other income not declared elsewhere	2014-12-31	$1,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$919,355
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,853,399
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,934,044
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
Investment advisory and management fees	2014-12-31	$19,807
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,733,531
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,765,778
Interest on participant loans	2014-12-31	$1,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$97,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$142,858
Net investment gain/loss from pooled separate accounts	2014-12-31	$384,956
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	$195,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$159,821
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	BOURGEOIS BENNETT, LLC
Accountancy firm EIN	2014-12-31	720136870
2013 : THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,172,736
Total of all expenses incurred	2013-12-31	$85,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$55,118
Expenses. Certain deemed distributions of participant loans	2013-12-31	$980
Value of total corrective distributions	2013-12-31	$8,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$490,450
Value of total assets at end of year	2013-12-31	$3,934,044
Value of total assets at beginning of year	2013-12-31	$2,846,952
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$20,773
Total interest from all sources	2013-12-31	$1,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$200
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
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	$359,638
Participant contributions at end of year	2013-12-31	$25,408
Participant contributions at beginning of year	2013-12-31	$27,205
Other income not declared elsewhere	2013-12-31	$2,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,087,092
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,934,044
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,846,952
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
Investment advisory and management fees	2013-12-31	$20,573
Value of interest in pooled separate accounts at end of year	2013-12-31	$3,765,778
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,573,040
Interest on participant loans	2013-12-31	$1,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$142,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$246,707
Net investment gain/loss from pooled separate accounts	2013-12-31	$679,011
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	$130,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$55,118
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	BOURGEOIS BENNETT, LLC
Accountancy firm EIN	2013-12-31	720136870
2012 : THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$924,009
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$104,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$85,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$606,499
Value of total assets at end of year	2012-12-31	$2,846,952
Value of total assets at beginning of year	2012-12-31	$2,027,276
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$18,760
Total interest from all sources	2012-12-31	$435
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$300
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$393,176
Participant contributions at end of year	2012-12-31	$27,205
Participant contributions at beginning of year	2012-12-31	$10,111
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$80,678
Other income not declared elsewhere	2012-12-31	$2,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$819,676
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,846,952
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,027,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$18,460
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,573,040
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,869,856
Interest on participant loans	2012-12-31	$435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$246,707
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$147,309
Net investment gain/loss from pooled separate accounts	2012-12-31	$314,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$132,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$85,573
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BOURGEOIS BENNETT, LLC
Accountancy firm EIN	2012-12-31	720136870
2011 : THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$406,104
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$233,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$218,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$430,031
Value of total assets at end of year	2011-12-31	$2,027,276
Value of total assets at beginning of year	2011-12-31	$1,854,936
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$15,542
Total interest from all sources	2011-12-31	$496
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$308,018
Participant contributions at end of year	2011-12-31	$10,111
Participant contributions at beginning of year	2011-12-31	$13,083
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$15,729
Other income not declared elsewhere	2011-12-31	$3,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$172,340
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,027,276
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,854,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$15,542
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,869,856
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,765,643
Interest on participant loans	2011-12-31	$496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$147,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$76,210
Net investment gain/loss from pooled separate accounts	2011-12-31	$-27,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$106,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$218,222
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BOURGEOIS BENNETT, LLC
Accountancy firm EIN	2011-12-31	720136870

Form 5500 Responses for THE NATIONAL WORLD WAR II MUSEUM 401K PLAN

2022: THE NATIONAL WORLD WAR II MUSEUM 401K 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: THE NATIONAL WORLD WAR II MUSEUM 401K 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: THE NATIONAL WORLD WAR II MUSEUM 401K 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: THE NATIONAL WORLD WAR II MUSEUM 401K 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: THE NATIONAL WORLD WAR II MUSEUM 401K 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: THE NATIONAL WORLD WAR II MUSEUM 401K 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: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE NATIONAL WORLD WAR II MUSEUM 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

513229

Policy instance

Insurance contract or identification number	513229
Number of Individuals Covered	328
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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

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

Policy contract number

513229

Policy instance

Insurance contract or identification number	513229
Number of Individuals Covered	211
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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

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

Policy contract number

513229

Policy instance

Insurance contract or identification number	513229
Number of Individuals Covered	202
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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

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

Policy contract number

513229

Policy instance

Insurance contract or identification number	513229
Number of Individuals Covered	214
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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

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

Policy contract number

986503/513229

Policy instance

Insurance contract or identification number	986503/513229
Number of Individuals Covered	204
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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

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

Policy contract number

986503

Policy instance

Insurance contract or identification number	986503
Number of Individuals Covered	186
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $8,449
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 $8,449
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL CORPORATION

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

Policy contract number

986503-000

Policy instance

Insurance contract or identification number	986503-000
Number of Individuals Covered	179
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $20,579
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 $20,579
Insurance broker organization code?	3
Insurance broker name	RORY C RONIGER

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

Policy contract number

986503-000

Policy instance

Insurance contract or identification number	986503-000
Number of Individuals Covered	160
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $17,531
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 $17,531
Insurance broker organization code?	3
Insurance broker name	RORY C RONIGER

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

Policy contract number

986503-000

Policy instance

Insurance contract or identification number	986503-000
Number of Individuals Covered	127
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $16,473
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,473
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	RORY C RONIGER

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

Policy contract number

986503-000

Policy instance

Insurance contract or identification number	986503-000
Number of Individuals Covered	118
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $15,656
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,656
Insurance broker organization code?	3
Insurance broker name	RORY C RONIGER

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

Policy contract number

986503-000

Policy instance

Insurance contract or identification number	986503-000
Number of Individuals Covered	99
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $12,758
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	THE NATIONAL WORLD WAR II MUSEUM, INC.
Employer identification number (EIN):	721200790
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions