401k Plan data: SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN plan

SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	002

SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

SCHNEIDER & MCKINNEY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: SCHNEIDER & MCKINNEY, P.C.

Employer identification number (EIN): 742141502

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about SCHNEIDER & MCKINNEY, P.C.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1980-09-26

Company Identification Number: 0090538502

Legal Registered Office Address: 5300 MEMORIAL DR STE 750

HOUSTON
United States of America (USA)
77007

More information about SCHNEIDER & MCKINNEY, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 TROY MCKINNEY 2018-10-15
002 2016-01-01 TROY MCKINNEY 2018-01-31
002 2015-01-01
002 2014-01-01 TROY MCKINNEY 2015-10-15
002 2013-01-01 TROY MCKINNEY 2014-10-15
002 2012-01-01 TROY MCKINNEY 2013-10-10
002 2011-01-01 TROY MCKINNEY 2012-10-15
002 2010-01-01 TROY MCKINNEY 2011-07-11
002 2009-01-01 W. TROY MCKINNEY W. TROY MCKINNEY 2010-08-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	TROY MCKINNEY	2018-10-15
002	2016-01-01	TROY MCKINNEY	2018-01-31
002	2015-01-01
002	2014-01-01	TROY MCKINNEY	2015-10-15
002	2013-01-01	TROY MCKINNEY	2014-10-15
002	2012-01-01	TROY MCKINNEY	2013-10-10
002	2011-01-01	TROY MCKINNEY	2012-10-15
002	2010-01-01	TROY MCKINNEY	2011-07-11
002	2009-01-01	W. TROY MCKINNEY		W. TROY MCKINNEY	2010-08-23

Plan Statistics for SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 5
Number of participants with account balances 2022-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
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 1
Total of all active and inactive participants 2020-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2009: SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	5
Number of participants with account balances	2022-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
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	1
Total of all active and inactive participants	2020-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2009: SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-506,328
Expenses. Total of all expenses incurred	2022-12-31	$526,852
Benefits paid (including direct rollovers)	2022-12-31	$500,222
Total plan assets at end of year	2022-12-31	$3,659,534
Total plan assets at beginning of year	2022-12-31	$4,692,714
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$24,552
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-549,130
Net income (gross income less expenses)	2022-12-31	$-1,033,180
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,659,534
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,692,714
Assets. Value of participant loans	2022-12-31	$17,640
Assets. Value of real-estate (other than employer real property)	2022-12-31	$338,308
Total contributions received or receivable from employer(s)	2022-12-31	$18,250
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$26,630
2021 : SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$820,750
Expenses. Total of all expenses incurred	2021-12-31	$114,685
Benefits paid (including direct rollovers)	2021-12-31	$78,249
Total plan assets at end of year	2021-12-31	$4,692,714
Total plan assets at beginning of year	2021-12-31	$3,986,649
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$25,773
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$774,307
Net income (gross income less expenses)	2021-12-31	$706,065
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,692,714
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,986,649
Assets. Value of participant loans	2021-12-31	$33,314
Assets. Value of real-estate (other than employer real property)	2021-12-31	$227,196
Total contributions received or receivable from employer(s)	2021-12-31	$20,670
Value of certain deemed distributions of participant loans	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$36,436
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$510,011
Expenses. Total of all expenses incurred	2020-12-31	$74,425
Benefits paid (including direct rollovers)	2020-12-31	$45,481
Total plan assets at end of year	2020-12-31	$3,986,649
Total plan assets at beginning of year	2020-12-31	$3,551,063
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$26,361
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$462,449
Net income (gross income less expenses)	2020-12-31	$435,586
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,986,649
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,551,063
Assets. Value of participant loans	2020-12-31	$22,582
Assets. Value of real-estate (other than employer real property)	2020-12-31	$209,759
Total contributions received or receivable from employer(s)	2020-12-31	$21,201
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$28,944
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$731,665
Expenses. Total of all expenses incurred	2019-12-31	$27,902
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$3,551,063
Total plan assets at beginning of year	2019-12-31	$2,847,300
Value of fidelity bond covering the plan	2019-12-31	$200,000
Total contributions received or receivable from participants	2019-12-31	$26,597
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$683,550
Net income (gross income less expenses)	2019-12-31	$703,763
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,551,063
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,847,300
Assets. Value of participant loans	2019-12-31	$33,808
Total contributions received or receivable from employer(s)	2019-12-31	$21,518
Value of certain deemed distributions of participant loans	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$27,902
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$30,611
Expenses. Total of all expenses incurred	2018-12-31	$33,646
Benefits paid (including direct rollovers)	2018-12-31	$897
Total plan assets at end of year	2018-12-31	$2,847,300
Total plan assets at beginning of year	2018-12-31	$2,850,335
Value of fidelity bond covering the plan	2018-12-31	$200,000
Total contributions received or receivable from participants	2018-12-31	$30,397
Contributions received from other sources (not participants or employers)	2018-12-31	$112,228
Other income received	2018-12-31	$-136,265
Net income (gross income less expenses)	2018-12-31	$-3,035
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,847,300
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,850,335
Total contributions received or receivable from employer(s)	2018-12-31	$24,251
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$32,749
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0

Form 5500 Responses for SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN

2022: SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING 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: SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING 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: SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING 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: SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING 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: SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING 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
2009: SCHNEIDER & MCKINNEY, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

502571-01

Policy instance

Insurance contract or identification number	502571-01
Number of Individuals Covered	1
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $43
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 $43
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3

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

Policy contract number

502571-01

Policy instance

Insurance contract or identification number	502571-01
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $29
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 $29
Insurance broker organization code?	3

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

Policy contract number

502571-01

Policy instance

Insurance contract or identification number	502571-01
Number of Individuals Covered	2
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $21
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 $21
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3

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

Policy contract number

502571-01

Policy instance

Insurance contract or identification number	502571-01
Number of Individuals Covered	3
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $26
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 $26
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3

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Company Name:	SCHNEIDER & MCKINNEY, P.C.
Employer identification number (EIN):	742141502
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1980-09-26
Company Identification Number:	0090538502
Legal Registered Office Address:	5300 MEMORIAL DR STE 750 HOUSTON United States of America (USA) 77007