401k Plan data: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN plan

POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 401k Plan overview

Plan Name	POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN
Plan identification number	001

POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

POLK MECHANICAL COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name: POLK MECHANICAL COMPANY, LLC

Employer identification number (EIN): 010759775

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 BARRY DUNCAN
001 2013-01-01 BARRY DUNCAN
001 2012-01-01 BARRY DUNCAN
001 2011-01-01 MARIANNE MUNDY
001 2009-01-01 CHRISTOPHER A.ROSENBAUM

Plan Statistics for POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN

401k plan membership statisitcs for POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN

Measure Date Value
2017: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 430
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 356
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 339
Number of retired or separated participants receiving benefits 2016-01-01 79
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 418
Number of participants with account balances 2016-01-01 350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7
2015: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 407
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 286
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 70
Total of all active and inactive participants 2015-01-01 356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 356
Number of participants with account balances 2015-01-01 297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 9
2014: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 310
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 239
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 92
Total of all active and inactive participants 2014-01-01 331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 331
Number of participants with account balances 2014-01-01 273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 11
2013: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 327
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 217
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 61
Total of all active and inactive participants 2013-01-01 278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 278
Number of participants with account balances 2013-01-01 241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 362
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 213
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 63
Total of all active and inactive participants 2012-01-01 276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 276
Number of participants with account balances 2012-01-01 233
2011: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 324
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 211
Number of retired or separated participants receiving benefits 2011-01-01 58
Total of all active and inactive participants 2011-01-01 269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 269
Number of participants with account balances 2011-01-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 15
2009: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 296
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 218
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 34
Total of all active and inactive participants 2009-01-01 252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 252
Number of participants with account balances 2009-01-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 17

Measure	Date	Value
2017: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	430
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	356
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	339
Number of retired or separated participants receiving benefits	2016-01-01	79
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	418
Number of participants with account balances	2016-01-01	350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7
2015: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	407
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	286
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	70
Total of all active and inactive participants	2015-01-01	356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	356
Number of participants with account balances	2015-01-01	297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	9
2014: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	310
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	239
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	92
Total of all active and inactive participants	2014-01-01	331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	331
Number of participants with account balances	2014-01-01	273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	11
2013: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	327
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	217
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	61
Total of all active and inactive participants	2013-01-01	278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	278
Number of participants with account balances	2013-01-01	241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	362
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	213
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	63
Total of all active and inactive participants	2012-01-01	276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	276
Number of participants with account balances	2012-01-01	233
2011: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	324
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	211
Number of retired or separated participants receiving benefits	2011-01-01	58
Total of all active and inactive participants	2011-01-01	269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	269
Number of participants with account balances	2011-01-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	15
2009: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	296
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	218
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	34
Total of all active and inactive participants	2009-01-01	252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	252
Number of participants with account balances	2009-01-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	17

Financial Data on POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN

Measure	Date	Value
2017 : POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$11,381,876
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,556,736
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$825,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$806,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,193,028
Value of total assets at end of year	2017-12-31	$0
Value of total assets at beginning of year	2017-12-31	$9,650,263
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$18,830
Total interest from all sources	2017-12-31	$17,581
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
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	$862,093
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$538,835
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$69,479
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	$1,731,613
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,650,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$7,442,334
Interest on participant loans	2017-12-31	$17,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,669,094
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	$261,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$806,293
Contract administrator fees	2017-12-31	$18,830
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	Yes
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	WEAVER AND TIDWELL
Accountancy firm EIN	2017-12-31	750786316
2016 : POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,669,880
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$584,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$548,672
Expenses. Certain deemed distributions of participant loans	2016-12-31	$17,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,094,797
Value of total assets at end of year	2016-12-31	$9,650,263
Value of total assets at beginning of year	2016-12-31	$8,565,162
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$18,778
Total interest from all sources	2016-12-31	$20,097
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$786,087
Participant contributions at end of year	2016-12-31	$538,835
Participant contributions at beginning of year	2016-12-31	$480,866
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$56,873
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	$1,085,101
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,650,263
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,565,162
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	$7,442,334
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$6,818,261
Interest on participant loans	2016-12-31	$20,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,669,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,266,035
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	$251,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$548,672
Contract administrator fees	2016-12-31	$18,778
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	WEAVER AND TIDWELL
Accountancy firm EIN	2016-12-31	750786316
2015 : POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$962,732
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,168,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,113,807
Expenses. Certain deemed distributions of participant loans	2015-12-31	$26,947
Value of total corrective distributions	2015-12-31	$9,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$938,577
Value of total assets at end of year	2015-12-31	$8,565,162
Value of total assets at beginning of year	2015-12-31	$8,770,841
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$18,038
Total interest from all sources	2015-12-31	$17,738
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$18,038
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$669,533
Participant contributions at end of year	2015-12-31	$480,866
Participant contributions at beginning of year	2015-12-31	$425,449
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$39,951
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	$-205,679
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,565,162
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,770,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$6,818,261
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$7,132,241
Interest on participant loans	2015-12-31	$17,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,266,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,213,151
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	$229,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,113,807
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	WEAVER AND TIDWELL
Accountancy firm EIN	2015-12-31	750786316
2014 : POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,360,093
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$705,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$685,831
Expenses. Certain deemed distributions of participant loans	2014-12-31	$4,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$901,214
Value of total assets at end of year	2014-12-31	$8,770,841
Value of total assets at beginning of year	2014-12-31	$8,116,020
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$14,885
Total interest from all sources	2014-12-31	$13,987
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$637,486
Participant contributions at end of year	2014-12-31	$425,449
Participant contributions at beginning of year	2014-12-31	$326,758
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$49,649
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	$654,821
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,770,841
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,116,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$7,132,241
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$6,596,383
Interest on participant loans	2014-12-31	$13,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,213,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,192,879
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	$214,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$685,831
Contract administrator fees	2014-12-31	$14,885
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	WEAVER AND TIDWELL
Accountancy firm EIN	2014-12-31	750786316
2013 : POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,881,389
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,041,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,002,700
Expenses. Certain deemed distributions of participant loans	2013-12-31	$25,933
Value of total corrective distributions	2013-12-31	$2,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$815,325
Value of total assets at end of year	2013-12-31	$8,116,020
Value of total assets at beginning of year	2013-12-31	$7,275,635
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$9,912
Total interest from all sources	2013-12-31	$12,985
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$560,430
Participant contributions at end of year	2013-12-31	$326,758
Participant contributions at beginning of year	2013-12-31	$343,156
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$65,789
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	$840,385
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,116,020
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,275,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$6,596,383
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$5,328,511
Interest on participant loans	2013-12-31	$12,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,192,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,603,968
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	$189,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,002,700
Contract administrator fees	2013-12-31	$9,912
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	WEAVER AND TIDWELL
Accountancy firm EIN	2013-12-31	750786316
2012 : POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS 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	$1,542,518
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,058,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,005,130
Expenses. Certain deemed distributions of participant loans	2012-12-31	$35,827
Value of total corrective distributions	2012-12-31	$12,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$800,801
Value of total assets at end of year	2012-12-31	$7,275,635
Value of total assets at beginning of year	2012-12-31	$6,791,441
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$4,746
Total interest from all sources	2012-12-31	$11,152
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
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$569,034
Participant contributions at end of year	2012-12-31	$343,156
Participant contributions at beginning of year	2012-12-31	$316,643
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$45,287
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	$484,194
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,275,635
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,791,441
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
Value of interest in pooled separate accounts at end of year	2012-12-31	$5,328,511
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,975,046
Income. Interest from loans (other than to participants)	2012-12-31	$11,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,603,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,499,752
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	$186,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,005,130
Contract administrator fees	2012-12-31	$4,746
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	WEAVER AND TIDWELL
Accountancy firm EIN	2012-12-31	750786316
2011 : POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS 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	$658,610
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$460,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$429,253
Expenses. Certain deemed distributions of participant loans	2011-12-31	$23,172
Value of total corrective distributions	2011-12-31	$5,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$756,073
Value of total assets at end of year	2011-12-31	$6,791,441
Value of total assets at beginning of year	2011-12-31	$6,593,705
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,050
Total interest from all sources	2011-12-31	$9,782
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
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$514,316
Participant contributions at end of year	2011-12-31	$316,643
Participant contributions at beginning of year	2011-12-31	$224,259
Participant contributions at beginning of year	2011-12-31	$12,270
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$54,599
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	$197,736
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,791,441
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,593,705
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
Value of interest in pooled separate accounts at end of year	2011-12-31	$4,975,046
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$4,913,181
Interest on participant loans	2011-12-31	$9,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,499,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,440,109
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	$187,158
Employer contributions (assets) at beginning of year	2011-12-31	$3,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$429,253
Contract administrator fees	2011-12-31	$3,050
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	WEAVER AND TIDWELL
Accountancy firm EIN	2011-12-31	750786316
2010 : POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,323,545
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$428,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$399,713
Expenses. Certain deemed distributions of participant loans	2010-12-31	$25,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$675,449
Value of total assets at end of year	2010-12-31	$6,593,705
Value of total assets at beginning of year	2010-12-31	$5,698,228
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,875
Total interest from all sources	2010-12-31	$10,972
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$559,603
Participant contributions at end of year	2010-12-31	$224,259
Participant contributions at beginning of year	2010-12-31	$183,745
Participant contributions at end of year	2010-12-31	$12,270
Participant contributions at beginning of year	2010-12-31	$9,753
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$51,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$895,477
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,593,705
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,698,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$4,913,181
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$4,123,237
Interest on participant loans	2010-12-31	$10,875
Interest earned on other investments	2010-12-31	$97
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,440,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,379,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$64,547
Employer contributions (assets) at end of year	2010-12-31	$3,886
Employer contributions (assets) at beginning of year	2010-12-31	$1,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$399,713
Contract administrator fees	2010-12-31	$2,875
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WEAVER AND TIDWELL, LLP
Accountancy firm EIN	2010-12-31	750786316

Form 5500 Responses for POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN

2017: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS 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: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS 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
2009: POLK MECHANICAL COMPANY EMPLOYEE INVESTMENT AND SAVINGS 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

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

Policy contract number

878241

Policy instance

Insurance contract or identification number	878241
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $25,088
Total amount of fees paid to insurance company	USD $4,870
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,053
Insurance broker organization code?	3
Amount paid for insurance broker fees	4870
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker name	CONTINENTAL BENEFITS GROUP, INC.

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

Policy contract number

878241

Policy instance

Insurance contract or identification number	878241
Number of Individuals Covered	2982068
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $20,685
Total amount of fees paid to insurance company	USD $4,158
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,411
Insurance broker organization code?	3
Amount paid for insurance broker fees	4158
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker name	CONTINENTAL BENEFITS GROUP, INC.

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

Policy contract number

878241

Policy instance

Insurance contract or identification number	878241
Number of Individuals Covered	273
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $20,378
Total amount of fees paid to insurance company	USD $4,015
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,227
Insurance broker organization code?	3
Amount paid for insurance broker fees	4015
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker name	CONTINENTAL BENEFITS GROUP, INC.

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

Policy contract number

878241

Policy instance

Insurance contract or identification number	878241
Number of Individuals Covered	241
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $19,289
Total amount of fees paid to insurance company	USD $3,586
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,970
Insurance broker organization code?	3
Amount paid for insurance broker fees	3586
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker name	CONTINENTAL BENEFITS GROUP, INC.

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

Policy contract number

878241

Policy instance

Insurance contract or identification number	878241
Number of Individuals Covered	233
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $17,817
Total amount of fees paid to insurance company	USD $3,368
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,037
Insurance broker organization code?	3
Amount paid for insurance broker fees	3368
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker name	CONTINENTAL BENEFITS GROUP, INC.

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

Policy contract number

878241

Policy instance

Insurance contract or identification number	878241
Number of Individuals Covered	236
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $18,816
Total amount of fees paid to insurance company	USD $2,116
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

878241

Policy instance

Insurance contract or identification number	878241
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $17,069
Total amount of fees paid to insurance company	USD $2,131
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $11,347
Insurance broker organization code?	3
Amount paid for insurance broker fees	2131
Additional information about fees paid to insurance broker	SALES / ADMINISTRATION
Insurance broker name	CONTINENTAL BENEFITS GROUP, INC.

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Company Name:	POLK MECHANICAL COMPANY, LLC
Employer identification number (EIN):	010759775
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors