401k Plan data: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN plan

WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 401k Plan overview

Plan Name	WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN
Plan identification number	502

WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental Vision

401k Sponsoring company profile

WALKER ZANGER has sponsored the creation of one or more 401k plans.

Company Name: WALKER ZANGER

Employer identification number (EIN): 131916215

NAIC Classification: 423300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2021-01-01
502 2020-01-01
502 2019-01-01
502 2018-01-01
502 2017-01-01 GAURAV MALHOTRA GAURAV MALHOTRA 2018-10-15
502 2017-01-01 GAURAV MALHOTRA PAT PETROCELLI
502 2016-01-01 PAT PETROCELLI
502 2015-01-01 PAT PETROCELLI
502 2014-01-01 PAT PETROCELLI
502 2013-01-01 PAT PETROCELLI
502 2012-01-01 VICKI TALLE
502 2011-01-01 VICKI TALLE
502 2010-01-01 VICKI TALLE
502 2009-01-01 VICKI TALLE

Plan Statistics for WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN

401k plan membership statisitcs for WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN

Measure Date Value
2021: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 145
Total of all active and inactive participants 2021-01-01 145
Total participants 2021-01-01 145
2020: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 151
Total of all active and inactive participants 2020-01-01 151
Total participants 2020-01-01 151
2019: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 167
Total of all active and inactive participants 2019-01-01 167
Total participants 2019-01-01 167
2018: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 186
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 186
Total participants 2018-01-01 186
2017: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 176
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 2017-01-01 176
Total participants 2017-01-01 176
2016: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 175
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 175
Total participants 2016-01-01 175
2015: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 168
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 0
Total of all active and inactive participants 2015-01-01 168
Total participants 2015-01-01 168
2014: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 161
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 0
Total of all active and inactive participants 2014-01-01 161
Total participants 2014-01-01 161
2013: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 153
Total of all active and inactive participants 2013-01-01 153
Total participants 2013-01-01 153
2012: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 156
Total of all active and inactive participants 2012-01-01 156
2011: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 168
Total of all active and inactive participants 2011-01-01 168
Total participants 2011-01-01 168
2010: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 299
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 205
Total of all active and inactive participants 2010-01-01 205
Total participants 2010-01-01 205
2009: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 380
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 299
Total of all active and inactive participants 2009-01-01 299
Total participants 2009-01-01 299

Measure	Date	Value
2021: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	145
Total of all active and inactive participants	2021-01-01	145
Total participants	2021-01-01	145
2020: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	151
Total of all active and inactive participants	2020-01-01	151
Total participants	2020-01-01	151
2019: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	167
Total of all active and inactive participants	2019-01-01	167
Total participants	2019-01-01	167
2018: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	186
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	186
Total participants	2018-01-01	186
2017: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	176
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	176
Total participants	2017-01-01	176
2016: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	175
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	175
Total participants	2016-01-01	175
2015: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	168
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	0
Total of all active and inactive participants	2015-01-01	168
Total participants	2015-01-01	168
2014: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	161
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	0
Total of all active and inactive participants	2014-01-01	161
Total participants	2014-01-01	161
2013: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	153
Total of all active and inactive participants	2013-01-01	153
Total participants	2013-01-01	153
2012: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	156
Total of all active and inactive participants	2012-01-01	156
2011: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	168
Total of all active and inactive participants	2011-01-01	168
Total participants	2011-01-01	168
2010: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	299
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	205
Total of all active and inactive participants	2010-01-01	205
Total participants	2010-01-01	205
2009: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	380
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	299
Total of all active and inactive participants	2009-01-01	299
Total participants	2009-01-01	299

Financial Data on WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN

Measure	Date	Value
2021 : WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$712,459
Total income from all sources (including contributions)	2021-12-31	$176,927
Total of all expenses incurred	2021-12-31	$237,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$88,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$76,507
Value of total assets at end of year	2021-12-31	$0
Value of total assets at beginning of year	2021-12-31	$773,495
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$149,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$149,254
Was this plan covered by a fidelity bond	2021-12-31	No
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$4,820
Other income not declared elsewhere	2021-12-31	$100,420
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$61,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-61,036
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$61,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$88,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$71,687
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$712,459
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$712,459
Did the plan have assets held for investment	2021-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LUCAS,HORSFALL,MURPHY & PINDROH,LLP
Accountancy firm EIN	2021-12-31	954659692
2020 : WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$712,459
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,231,030
Total income from all sources (including contributions)	2020-12-31	$1,765,314
Total of all expenses incurred	2020-12-31	$1,760,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,670,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,765,314
Value of total assets at end of year	2020-12-31	$773,495
Value of total assets at beginning of year	2020-12-31	$1,286,832
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$89,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$89,707
Was this plan covered by a fidelity bond	2020-12-31	No
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$463,137
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$1,098,776
Total non interest bearing cash at end of year	2020-12-31	$61,036
Total non interest bearing cash at beginning of year	2020-12-31	$55,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,234
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$61,036
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$55,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$571,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,302,177
Employer contributions (assets) at end of year	2020-12-31	$712,459
Employer contributions (assets) at beginning of year	2020-12-31	$1,231,030
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$712,459
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$1,231,030
Did the plan have assets held for investment	2020-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	LUCAS, HORSFALL, MURPHY & PINDROH
Accountancy firm EIN	2020-12-31	954659692
2019 : WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,231,030
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,231,030
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,097,717
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,097,717
Total income from all sources (including contributions)	2019-12-31	$2,580,135
Total income from all sources (including contributions)	2019-12-31	$2,580,135
Total of all expenses incurred	2019-12-31	$2,586,367
Total of all expenses incurred	2019-12-31	$2,586,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,484,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,484,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,580,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,580,135
Value of total assets at end of year	2019-12-31	$1,286,832
Value of total assets at end of year	2019-12-31	$1,286,832
Value of total assets at beginning of year	2019-12-31	$1,159,751
Value of total assets at beginning of year	2019-12-31	$1,159,751
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$102,263
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$102,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$102,263
Administrative expenses professional fees incurred	2019-12-31	$102,263
Was this plan covered by a fidelity bond	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$504,871
Contributions received from participants	2019-12-31	$504,871
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$1,882,467
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$1,882,467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$58,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$58,750
Total non interest bearing cash at end of year	2019-12-31	$55,802
Total non interest bearing cash at end of year	2019-12-31	$55,802
Total non interest bearing cash at beginning of year	2019-12-31	$3,284
Total non interest bearing cash at beginning of year	2019-12-31	$3,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-6,232
Value of net income/loss	2019-12-31	$-6,232
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$55,802
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$55,802
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$62,034
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$62,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$601,637
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$601,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,075,264
Contributions received in cash from employer	2019-12-31	$2,075,264
Employer contributions (assets) at end of year	2019-12-31	$1,231,030
Employer contributions (assets) at end of year	2019-12-31	$1,231,030
Employer contributions (assets) at beginning of year	2019-12-31	$1,097,717
Employer contributions (assets) at beginning of year	2019-12-31	$1,097,717
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$1,231,030
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$1,231,030
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$1,097,717
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$1,097,717
Did the plan have assets held for investment	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	LUCAS, HORSFALL, MURPHY & PINDROH
Accountancy firm name	2019-12-31	LUCAS, HORSFALL, MURPHY & PINDROH
Accountancy firm EIN	2019-12-31	954659692
Accountancy firm EIN	2019-12-31	954659692
2018 : WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,097,717
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$954,893
Total income from all sources (including contributions)	2018-12-31	$2,082,905
Total of all expenses incurred	2018-12-31	$2,104,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,017,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,082,905
Value of total assets at end of year	2018-12-31	$1,159,751
Value of total assets at beginning of year	2018-12-31	$1,038,534
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$87,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$87,289
Was this plan covered by a fidelity bond	2018-12-31	No
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$504,608
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$1,404,196
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$58,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$74,717
Total non interest bearing cash at end of year	2018-12-31	$3,284
Total non interest bearing cash at beginning of year	2018-12-31	$8,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-21,607
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$62,034
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$83,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$613,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,578,297
Employer contributions (assets) at end of year	2018-12-31	$1,097,717
Employer contributions (assets) at beginning of year	2018-12-31	$954,893
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$1,097,717
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$954,893
Did the plan have assets held for investment	2018-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	LUCAS, HORSFALL, MURPHY & PINDROH
Accountancy firm EIN	2018-12-31	954659692
2017 : WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$954,893
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,127,226
Total income from all sources (including contributions)	2017-12-31	$1,632,915
Total of all expenses incurred	2017-12-31	$1,904,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,817,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,632,915
Value of total assets at end of year	2017-12-31	$1,038,534
Value of total assets at beginning of year	2017-12-31	$1,482,653
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$87,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$87,286
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$448,230
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$1,309,996
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$74,717
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$349,346
Total non interest bearing cash at end of year	2017-12-31	$8,924
Total non interest bearing cash at beginning of year	2017-12-31	$6,081
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	$-271,786
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$83,641
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$355,427
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
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$507,419
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	$1,184,685
Employer contributions (assets) at end of year	2017-12-31	$954,893
Employer contributions (assets) at beginning of year	2017-12-31	$1,127,226
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$954,893
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$1,127,226
Did the plan have assets held for investment	2017-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	LUCAS, HORSFALL, MURPHY & PINDROH
Accountancy firm EIN	2017-12-31	954659692
2016 : WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,127,226
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$143,519
Total income from all sources (including contributions)	2016-12-31	$3,008,415
Total of all expenses incurred	2016-12-31	$2,691,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,607,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,008,415
Value of total assets at end of year	2016-12-31	$1,482,653
Value of total assets at beginning of year	2016-12-31	$182,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$84,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$84,988
Was this plan covered by a fidelity bond	2016-12-31	No
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	$319,599
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$2,109,393
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$349,346
Total non interest bearing cash at end of year	2016-12-31	$6,081
Total non interest bearing cash at beginning of year	2016-12-31	$39,010
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	$316,417
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$355,427
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$39,010
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
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$497,617
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	$2,688,816
Employer contributions (assets) at end of year	2016-12-31	$1,127,226
Employer contributions (assets) at beginning of year	2016-12-31	$143,519
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$1,127,226
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$143,519
Did the plan have assets held for investment	2016-12-31	No
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	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	LUCAS, HORSFALL, MURPHY & PINDROH
Accountancy firm EIN	2016-12-31	954659692
2015 : WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$143,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$1,022,040
Total income from all sources (including contributions)	2015-12-31	$532,754
Total of all expenses incurred	2015-12-31	$663,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$581,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$532,754
Value of total assets at end of year	2015-12-31	$182,529
Value of total assets at beginning of year	2015-12-31	$1,192,261
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$82,514
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	$82,514
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$308,652
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$179,046
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$149,970
Total non interest bearing cash at end of year	2015-12-31	$39,010
Total non interest bearing cash at beginning of year	2015-12-31	$20,251
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	$-131,211
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$39,010
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$170,221
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
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$402,405
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	$224,102
Employer contributions (assets) at end of year	2015-12-31	$143,519
Employer contributions (assets) at beginning of year	2015-12-31	$1,022,040
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$143,519
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$1,022,040
Did the plan have assets held for investment	2015-12-31	No
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	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	LUCAS, HORSFALL, MURPHY & PINDROH
Accountancy firm EIN	2015-12-31	954659692
2014 : WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$1,022,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$400,306
Total income from all sources (including contributions)	2014-12-31	$2,264,450
Total of all expenses incurred	2014-12-31	$2,278,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,188,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,264,450
Value of total assets at end of year	2014-12-31	$1,192,261
Value of total assets at beginning of year	2014-12-31	$584,313
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$89,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$89,312
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$295,499
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$1,809,533
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$149,970
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$159,367
Total non interest bearing cash at end of year	2014-12-31	$20,251
Total non interest bearing cash at beginning of year	2014-12-31	$24,640
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	$-13,786
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$170,221
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$184,007
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
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$379,391
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	$1,968,951
Employer contributions (assets) at end of year	2014-12-31	$1,022,040
Employer contributions (assets) at beginning of year	2014-12-31	$400,306
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$1,022,040
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$400,306
Did the plan have assets held for investment	2014-12-31	No
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	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	LUCAS, HORSFALL, MURPHY & PINDROH
Accountancy firm EIN	2014-12-31	954659692
2013 : WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$400,306
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$313,340
Total income from all sources (including contributions)	2013-12-31	$1,759,875
Total of all expenses incurred	2013-12-31	$1,581,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,507,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,759,875
Value of total assets at end of year	2013-12-31	$584,313
Value of total assets at beginning of year	2013-12-31	$319,070
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$74,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$74,509
Was this plan covered by a fidelity bond	2013-12-31	No
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$302,801
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$1,141,481
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$159,367
Total non interest bearing cash at end of year	2013-12-31	$24,640
Total non interest bearing cash at beginning of year	2013-12-31	$5,730
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	$178,277
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$184,007
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,730
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
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$365,608
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	$1,457,074
Employer contributions (assets) at end of year	2013-12-31	$400,306
Employer contributions (assets) at beginning of year	2013-12-31	$313,340
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$400,306
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$313,340
Did the plan have assets held for investment	2013-12-31	No
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	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	LUCAS, HORSFALL, MURPHY & PINDROH
Accountancy firm EIN	2013-12-31	954659692
2012 : WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$313,340
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$441,542
Total income from all sources (including contributions)	2012-12-31	$1,582,373
Total of all expenses incurred	2012-12-31	$1,658,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,582,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,582,373
Value of total assets at end of year	2012-12-31	$319,070
Value of total assets at beginning of year	2012-12-31	$523,368
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$75,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$75,988
Was this plan covered by a fidelity bond	2012-12-31	No
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$265,075
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$1,171,180
Total non interest bearing cash at end of year	2012-12-31	$5,730
Total non interest bearing cash at beginning of year	2012-12-31	$81,826
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	$-76,096
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,730
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$81,826
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
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$411,301
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	$1,317,298
Employer contributions (assets) at end of year	2012-12-31	$313,340
Employer contributions (assets) at beginning of year	2012-12-31	$441,542
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$313,340
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$441,542
Did the plan have assets held for investment	2012-12-31	No
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	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	LUCAS, HORSFALL, MURPHY & PINDROH
Accountancy firm EIN	2012-12-31	954659692
2011 : WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$441,542
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$353,741
Total income from all sources (including contributions)	2011-12-31	$2,253,272
Total of all expenses incurred	2011-12-31	$2,181,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,094,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,253,272
Value of total assets at end of year	2011-12-31	$523,368
Value of total assets at beginning of year	2011-12-31	$363,584
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$86,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$86,894
Was this plan covered by a fidelity bond	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	$204,900
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$1,669,026
Total non interest bearing cash at end of year	2011-12-31	$81,826
Total non interest bearing cash at beginning of year	2011-12-31	$9,843
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	$71,983
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$81,826
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,843
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
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$425,369
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	$2,048,372
Employer contributions (assets) at end of year	2011-12-31	$441,542
Employer contributions (assets) at beginning of year	2011-12-31	$353,741
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$441,542
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$353,741
Did the plan have assets held for investment	2011-12-31	No
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	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	LUCAS HORSFALL MURPHY & PINDROH LLP
Accountancy firm EIN	2011-12-31	954659692
2010 : WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$353,741
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$520,345
Total income from all sources (including contributions)	2010-12-31	$2,589,952
Total of all expenses incurred	2010-12-31	$2,614,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,511,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,589,952
Value of total assets at end of year	2010-12-31	$363,584
Value of total assets at beginning of year	2010-12-31	$554,493
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$102,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$102,339
Was this plan covered by a fidelity bond	2010-12-31	No
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	$364,312
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$1,925,322
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$17,229
Total non interest bearing cash at end of year	2010-12-31	$9,843
Total non interest bearing cash at beginning of year	2010-12-31	$16,921
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	$-24,305
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$9,843
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$34,148
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
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$586,596
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	$2,225,640
Employer contributions (assets) at end of year	2010-12-31	$353,741
Employer contributions (assets) at beginning of year	2010-12-31	$520,343
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$353,741
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$520,345
Did the plan have assets held for investment	2010-12-31	No
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	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	LUCAS HORSFALL MURPHY & PINDROH LLP
Accountancy firm EIN	2010-12-31	954659692

Form 5500 Responses for WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN

2021: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
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: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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
2010: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WALKER ZANGER EMPLOYEE GROUP MEDICAL DENTAL AND VISION TRUST PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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

RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )

Policy contract number

SLM540409

Policy instance

Insurance contract or identification number	SLM540409
Number of Individuals Covered	145
Insurance policy start date	2020-04-01
Insurance policy end date	2021-02-28
Total amount of commissions paid to insurance broker	USD $50,854
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $508,542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $50,854
Insurance broker organization code?	3

RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )

Policy contract number

SLM540409

Policy instance

Insurance contract or identification number	SLM540409
Number of Individuals Covered	160
Insurance policy start date	2019-04-01
Insurance policy end date	2020-03-31
Total amount of commissions paid to insurance broker	USD $56,907
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $569,066
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $56,907
Insurance broker organization code?	3

GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )

Policy contract number

007299

Policy instance

Insurance contract or identification number	007299
Number of Individuals Covered	167
Insurance policy start date	2018-04-01
Insurance policy end date	2019-03-31
Total amount of commissions paid to insurance broker	USD $78,288
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $588,367
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $57,477
Insurance broker organization code?	3

NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )

Policy contract number

9474653

Policy instance

Insurance contract or identification number	9474653
Number of Individuals Covered	186
Insurance policy start date	2017-04-01
Insurance policy end date	2018-03-31
Total amount of commissions paid to insurance broker	USD $44,012
Welfare Benefit Premiums Paid to Carrier	USD $440,121
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $44,012
Insurance broker organization code?	3

RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )

Policy contract number

SLM540071

Policy instance

Insurance contract or identification number	SLM540071
Number of Individuals Covered	176
Insurance policy start date	2016-04-01
Insurance policy end date	2017-03-31
Total amount of commissions paid to insurance broker	USD $24,083
Welfare Benefit Premiums Paid to Carrier	USD $401,391
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $24,083
Insurance broker name	EMPLOYEE BENEFIT ADMINISTRATION

RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )

Policy contract number

SLM540071

Policy instance

Insurance contract or identification number	SLM540071
Number of Individuals Covered	168
Insurance policy start date	2014-04-01
Insurance policy end date	2015-03-31
Total amount of commissions paid to insurance broker	USD $16,536
Welfare Benefit Premiums Paid to Carrier	USD $275,601
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,536
Insurance broker name	EMPLOYEE BENEFIT ADMINISTRATION

RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )

Policy contract number

SLM540071

Policy instance

Insurance contract or identification number	SLM540071
Number of Individuals Covered	161
Insurance policy start date	2013-04-01
Insurance policy end date	2014-03-31
Welfare Benefit Premiums Paid to Carrier	USD $264,015
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

EXRK

Policy instance

Insurance contract or identification number	EXRK
Number of Individuals Covered	156
Insurance policy start date	2012-04-01
Insurance policy end date	2013-03-31
Welfare Benefit Premiums Paid to Carrier	USD $318,607
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

16-007064-000

Policy instance

Insurance contract or identification number	16-007064-000
Number of Individuals Covered	172
Insurance policy start date	2011-04-01
Insurance policy end date	2012-03-31
Total amount of fees paid to insurance company	USD $13,197
Welfare Benefit Premiums Paid to Carrier	USD $331,732
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	13197
Additional information about fees paid to insurance broker	GROUP VOLUME BONUS
Insurance broker organization code?	5
Insurance broker name	EMPLOYEE BENEFIT ADMINISTRATORS

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

16-007064-000

Policy instance

Insurance contract or identification number	16-007064-000
Number of Individuals Covered	193
Insurance policy start date	2010-04-01
Insurance policy end date	2011-03-31
Total amount of fees paid to insurance company	USD $11,239
Welfare Benefit Premiums Paid to Carrier	USD $453,055
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

16-007064-000

Policy instance

Insurance contract or identification number	16-007064-000
Number of Individuals Covered	284
Insurance policy start date	2009-04-01
Insurance policy end date	2010-03-31
Total amount of fees paid to insurance company	USD $16,988
Welfare Benefit Premiums Paid to Carrier	USD $610,006
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	16988
Additional information about fees paid to insurance broker	GROUP VOLUME BONUS
Insurance broker organization code?	5
Insurance broker name	EMPLOYEE BENEFIT ADMINISTRATORS

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Company Name:	WALKER ZANGER
Employer identification number (EIN):	131916215
NAIC Classification:	423300