401k Plan data: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST plan

PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST
Plan identification number	001

PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 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.
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

PARTRIDGE ZSCHAU INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: PARTRIDGE ZSCHAU INSURANCE AGENCY, INC.

Employer identification number (EIN): 042301951

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST

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

Plan Statistics for PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 8
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 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 6
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: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 8
Number of participants with account balances 2021-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
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 2
Total of all active and inactive participants 2020-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 8
Number of participants with account balances 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
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 1
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 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 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 1
Total of all active and inactive participants 2018-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 6
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 1
Total of all active and inactive participants 2017-07-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 7
Number of participants with account balances 2017-07-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 6
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 1
Total of all active and inactive participants 2016-07-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 7
Number of participants with account balances 2016-07-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 6
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 6
Number of participants with account balances 2015-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 6
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 1
Total of all active and inactive participants 2014-07-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 7
Number of participants with account balances 2014-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 5
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 1
Total of all active and inactive participants 2013-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 6
Number of participants with account balances 2013-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 5
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 1
Total of all active and inactive participants 2012-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 6
Number of participants with account balances 2012-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-07-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 6
Number of retired or separated participants receiving benefits 2011-07-01 2
Number of other retired or separated participants entitled to future benefits 2011-07-01 1
Total of all active and inactive participants 2011-07-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 9
Number of participants with account balances 2011-07-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0

Measure	Date	Value
2022: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	8
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	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	6
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: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	8
Number of participants with account balances	2021-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
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	2
Total of all active and inactive participants	2020-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	8
Number of participants with account balances	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
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	1
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	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 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	1
Total of all active and inactive participants	2018-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	6
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	1
Total of all active and inactive participants	2017-07-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	7
Number of participants with account balances	2017-07-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	6
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	1
Total of all active and inactive participants	2016-07-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	7
Number of participants with account balances	2016-07-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	6
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	6
Number of participants with account balances	2015-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	6
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	1
Total of all active and inactive participants	2014-07-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	7
Number of participants with account balances	2014-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	5
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	1
Total of all active and inactive participants	2013-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	6
Number of participants with account balances	2013-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	5
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	1
Total of all active and inactive participants	2012-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	6
Number of participants with account balances	2012-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-07-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	6
Number of retired or separated participants receiving benefits	2011-07-01	2
Number of other retired or separated participants entitled to future benefits	2011-07-01	1
Total of all active and inactive participants	2011-07-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	9
Number of participants with account balances	2011-07-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0

Financial Data on PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2022 : PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-100,544
Expenses. Total of all expenses incurred	2022-12-31	$5,640
Benefits paid (including direct rollovers)	2022-12-31	$5,130
Total plan assets at end of year	2022-12-31	$548,275
Total plan assets at beginning of year	2022-12-31	$654,459
Value of fidelity bond covering the plan	2022-12-31	$80,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$1,612
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-133,758
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-106,184
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$548,275
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$654,459
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$31,602
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$510
2021 : PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$140,785
Expenses. Total of all expenses incurred	2021-12-31	$270,614
Benefits paid (including direct rollovers)	2021-12-31	$270,381
Total plan assets at end of year	2021-12-31	$654,459
Total plan assets at beginning of year	2021-12-31	$784,288
Value of fidelity bond covering the plan	2021-12-31	$80,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$1,736
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$103,181
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-129,829
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$654,459
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$784,288
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$35,868
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$233
2020 : PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$157,956
Expenses. Total of all expenses incurred	2020-12-31	$233
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$784,288
Total plan assets at beginning of year	2020-12-31	$626,565
Value of fidelity bond covering the plan	2020-12-31	$75,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$6,168
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$19,892
Other income received	2020-12-31	$104,828
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$157,723
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$784,288
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$626,565
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$27,068
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	$233
2019 : PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$255,770
Expenses. Total of all expenses incurred	2019-12-31	$191,123
Benefits paid (including direct rollovers)	2019-12-31	$190,805
Total plan assets at end of year	2019-12-31	$626,565
Total plan assets at beginning of year	2019-12-31	$561,918
Value of fidelity bond covering the plan	2019-12-31	$75,000
Total contributions received or receivable from participants	2019-12-31	$7,294
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$100,582
Other income received	2019-12-31	$117,277
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$64,647
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$626,565
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$561,918
Total contributions received or receivable from employer(s)	2019-12-31	$30,617
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$318
2018 : PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$10,712
Expenses. Total of all expenses incurred	2018-12-31	$240
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$561,918
Total plan assets at beginning of year	2018-12-31	$551,446
Value of fidelity bond covering the plan	2018-12-31	$75,000
Total contributions received or receivable from participants	2018-12-31	$7,510
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$28,871
Other income received	2018-12-31	$-33,430
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$10,472
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$561,918
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$551,446
Total contributions received or receivable from employer(s)	2018-12-31	$7,761
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$240
2017 : PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$46,246
Expenses. Total of all expenses incurred	2017-12-31	$1,455
Benefits paid (including direct rollovers)	2017-12-31	$1,335
Total plan assets at end of year	2017-12-31	$551,446
Total plan assets at beginning of year	2017-12-31	$506,655
Value of fidelity bond covering the plan	2017-12-31	$75,000
Total contributions received or receivable from participants	2017-12-31	$4,030
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$35,946
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$44,791
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$551,446
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$506,655
Total contributions received or receivable from employer(s)	2017-12-31	$6,270
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$120
Transfers to/from the plan	2017-06-30	$0
Total plan liabilities at end of year	2017-06-30	$0
Total plan liabilities at beginning of year	2017-06-30	$0
Total income from all sources	2017-06-30	$97,810
Expenses. Total of all expenses incurred	2017-06-30	$29,962
Benefits paid (including direct rollovers)	2017-06-30	$29,602
Total plan assets at end of year	2017-06-30	$506,655
Total plan assets at beginning of year	2017-06-30	$438,807
Value of fidelity bond covering the plan	2017-06-30	$75,000
Total contributions received or receivable from participants	2017-06-30	$8,060
Expenses. Other expenses not covered elsewhere	2017-06-30	$0
Contributions received from other sources (not participants or employers)	2017-06-30	$0
Other income received	2017-06-30	$51,639
Noncash contributions received	2017-06-30	$0
Net income (gross income less expenses)	2017-06-30	$67,848
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$506,655
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$438,807
Total contributions received or receivable from employer(s)	2017-06-30	$38,111
Value of certain deemed distributions of participant loans	2017-06-30	$0
Value of corrective distributions	2017-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$360
2016 : PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-06-30	$0
Total plan liabilities at end of year	2016-06-30	$0
Total plan liabilities at beginning of year	2016-06-30	$0
Total income from all sources	2016-06-30	$34,705
Expenses. Total of all expenses incurred	2016-06-30	$260,666
Benefits paid (including direct rollovers)	2016-06-30	$260,391
Total plan assets at end of year	2016-06-30	$438,807
Total plan assets at beginning of year	2016-06-30	$664,768
Value of fidelity bond covering the plan	2016-06-30	$75,000
Total contributions received or receivable from participants	2016-06-30	$8,060
Expenses. Other expenses not covered elsewhere	2016-06-30	$0
Contributions received from other sources (not participants or employers)	2016-06-30	$0
Other income received	2016-06-30	$2,674
Noncash contributions received	2016-06-30	$0
Net income (gross income less expenses)	2016-06-30	$-225,961
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$438,807
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$664,768
Total contributions received or receivable from employer(s)	2016-06-30	$23,971
Value of certain deemed distributions of participant loans	2016-06-30	$0
Value of corrective distributions	2016-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$275
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-06-30	$0
Total plan liabilities at end of year	2015-06-30	$0
Total plan liabilities at beginning of year	2015-06-30	$0
Total income from all sources	2015-06-30	$49,189
Expenses. Total of all expenses incurred	2015-06-30	$20,727
Benefits paid (including direct rollovers)	2015-06-30	$20,317
Total plan assets at end of year	2015-06-30	$664,768
Total plan assets at beginning of year	2015-06-30	$636,306
Value of fidelity bond covering the plan	2015-06-30	$75,000
Total contributions received or receivable from participants	2015-06-30	$8,370
Expenses. Other expenses not covered elsewhere	2015-06-30	$0
Contributions received from other sources (not participants or employers)	2015-06-30	$0
Other income received	2015-06-30	$20,749
Noncash contributions received	2015-06-30	$0
Net income (gross income less expenses)	2015-06-30	$28,462
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$664,768
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$636,306
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-06-30	$0
Total contributions received or receivable from employer(s)	2015-06-30	$20,070
Value of certain deemed distributions of participant loans	2015-06-30	$0
Value of corrective distributions	2015-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$410
2014 : PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-06-30	$0
Total plan liabilities at end of year	2014-06-30	$0
Total income from all sources	2014-06-30	$68,013
Expenses. Total of all expenses incurred	2014-06-30	$15,295
Benefits paid (including direct rollovers)	2014-06-30	$15,035
Total plan assets at end of year	2014-06-30	$636,306
Total plan assets at beginning of year	2014-06-30	$583,588
Value of fidelity bond covering the plan	2014-06-30	$50,000
Total contributions received or receivable from participants	2014-06-30	$8,060
Expenses. Other expenses not covered elsewhere	2014-06-30	$0
Contributions received from other sources (not participants or employers)	2014-06-30	$0
Other income received	2014-06-30	$40,509
Noncash contributions received	2014-06-30	$0
Net income (gross income less expenses)	2014-06-30	$52,718
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$636,306
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$583,588
Total contributions received or receivable from employer(s)	2014-06-30	$19,444
Value of certain deemed distributions of participant loans	2014-06-30	$0
Value of corrective distributions	2014-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$260
2013 : PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-06-30	$66,946
Expenses. Total of all expenses incurred	2013-06-30	$25,427
Benefits paid (including direct rollovers)	2013-06-30	$25,142
Total plan assets at end of year	2013-06-30	$583,588
Total plan assets at beginning of year	2013-06-30	$542,069
Value of fidelity bond covering the plan	2013-06-30	$50,000
Total contributions received or receivable from participants	2013-06-30	$23,810
Other income received	2013-06-30	$25,544
Net income (gross income less expenses)	2013-06-30	$41,519
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$583,588
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$542,069
Total contributions received or receivable from employer(s)	2013-06-30	$17,592
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$285
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-06-30	$63,433
Expenses. Total of all expenses incurred	2012-06-30	$89,270
Benefits paid (including direct rollovers)	2012-06-30	$89,000
Total plan assets at end of year	2012-06-30	$542,069
Total plan assets at beginning of year	2012-06-30	$567,906
Value of fidelity bond covering the plan	2012-06-30	$50,000
Total contributions received or receivable from participants	2012-06-30	$42,282
Other income received	2012-06-30	$1,374
Net income (gross income less expenses)	2012-06-30	$-25,837
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$542,069
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$567,906
Total contributions received or receivable from employer(s)	2012-06-30	$19,777
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$270
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0

Form 5500 Responses for PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST

2022: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )

Policy contract number

1048212

Policy instance

Insurance contract or identification number	1048212
Number of Individuals Covered	0
Insurance policy start date	2015-07-01
Insurance policy end date	2016-05-12
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

F870

Policy instance

Insurance contract or identification number	F870
Number of Individuals Covered	0
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-22
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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

LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )

Policy contract number

1048212

Policy instance

Insurance contract or identification number	1048212
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

F870

Policy instance

Insurance contract or identification number	F870
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

F870

Policy instance

Insurance contract or identification number	F870
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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

LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )

Policy contract number

1048212

Policy instance

Insurance contract or identification number	1048212
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

F870

Policy instance

Insurance contract or identification number	F870
Number of Individuals Covered	8
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )

Policy contract number

1048212

Policy instance

Insurance contract or identification number	1048212
Number of Individuals Covered	8
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

F870

Policy instance

Insurance contract or identification number	F870
Number of Individuals Covered	8
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )

Policy contract number

1048212

Policy instance

Insurance contract or identification number	1048212
Number of Individuals Covered	8
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

PARTRIDGE ZSCHAU INSURANCE AGENCY PROFIT SHARING PLAN & TRUST [EIN = 043210561]

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Company Name:	PARTRIDGE ZSCHAU INSURANCE AGENCY, INC.
Employer identification number (EIN):	042301951
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages