401k Plan data: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN plan

THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	002

THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE MIRIAM OSBORN MEMORIAL HOME ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: THE MIRIAM OSBORN MEMORIAL HOME ASSOCIATION

Employer identification number (EIN): 135562312

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ELIZABETH ROSSI
002 2016-01-01 ELIZABETH ROSSI
002 2015-01-01 ELIZABETH ROSSI
002 2014-01-01 ELIZABETH ROSSI
002 2013-01-01 ELIZABETH ROSSI

Plan Statistics for THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,160
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 758
Number of retired or separated participants receiving benefits 2022-01-01 12
Number of other retired or separated participants entitled to future benefits 2022-01-01 396
Total of all active and inactive participants 2022-01-01 1,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 8
Total participants 2022-01-01 1,174
Number of participants with account balances 2022-01-01 1,174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 45
2021: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,047
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 712
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 431
Total of all active and inactive participants 2021-01-01 1,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 8
Total participants 2021-01-01 1,160
Number of participants with account balances 2021-01-01 1,160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 73
2020: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,403
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 788
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 251
Total of all active and inactive participants 2020-01-01 1,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 6
Total participants 2020-01-01 1,047
Number of participants with account balances 2020-01-01 1,047
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 50
2019: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,444
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 849
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 546
Total of all active and inactive participants 2019-01-01 1,400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 1,403
Number of participants with account balances 2019-01-01 1,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 62
2018: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,292
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 935
Number of retired or separated participants receiving benefits 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 502
Total of all active and inactive participants 2018-01-01 1,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 1,444
Number of participants with account balances 2018-01-01 1,362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 67
2017: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,162
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 854
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 434
Total of all active and inactive participants 2017-01-01 1,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 1,292
Number of participants with account balances 2017-01-01 1,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 74
2016: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 973
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 849
Number of retired or separated participants receiving benefits 2016-01-01 35
Number of other retired or separated participants entitled to future benefits 2016-01-01 278
Total of all active and inactive participants 2016-01-01 1,162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,162
Number of participants with account balances 2016-01-01 1,096
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 84
2015: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 768
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 773
Number of retired or separated participants receiving benefits 2015-01-01 22
Number of other retired or separated participants entitled to future benefits 2015-01-01 178
Total of all active and inactive participants 2015-01-01 973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 973
Number of participants with account balances 2015-01-01 895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 42
2014: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 700
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 662
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 106
Total of all active and inactive participants 2014-01-01 768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 768
Number of participants with account balances 2014-01-01 722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 17
2013: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 596
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 574
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 118
Total of all active and inactive participants 2013-01-01 693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 693
Number of participants with account balances 2013-01-01 690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 30

Measure	Date	Value
2022: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,160
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	758
Number of retired or separated participants receiving benefits	2022-01-01	12
Number of other retired or separated participants entitled to future benefits	2022-01-01	396
Total of all active and inactive participants	2022-01-01	1,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	8
Total participants	2022-01-01	1,174
Number of participants with account balances	2022-01-01	1,174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	45
2021: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,047
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	712
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	431
Total of all active and inactive participants	2021-01-01	1,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	8
Total participants	2021-01-01	1,160
Number of participants with account balances	2021-01-01	1,160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	73
2020: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,403
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	788
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	251
Total of all active and inactive participants	2020-01-01	1,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	6
Total participants	2020-01-01	1,047
Number of participants with account balances	2020-01-01	1,047
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	50
2019: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,444
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	849
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	546
Total of all active and inactive participants	2019-01-01	1,400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	1,403
Number of participants with account balances	2019-01-01	1,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	62
2018: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,292
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	935
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	502
Total of all active and inactive participants	2018-01-01	1,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	1,444
Number of participants with account balances	2018-01-01	1,362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	67
2017: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,162
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	854
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	434
Total of all active and inactive participants	2017-01-01	1,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	1,292
Number of participants with account balances	2017-01-01	1,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	74
2016: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	973
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	849
Number of retired or separated participants receiving benefits	2016-01-01	35
Number of other retired or separated participants entitled to future benefits	2016-01-01	278
Total of all active and inactive participants	2016-01-01	1,162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,162
Number of participants with account balances	2016-01-01	1,096
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	84
2015: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	768
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	773
Number of retired or separated participants receiving benefits	2015-01-01	22
Number of other retired or separated participants entitled to future benefits	2015-01-01	178
Total of all active and inactive participants	2015-01-01	973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	973
Number of participants with account balances	2015-01-01	895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	42
2014: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	700
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	662
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	106
Total of all active and inactive participants	2014-01-01	768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	768
Number of participants with account balances	2014-01-01	722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	17
2013: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	596
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	574
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	118
Total of all active and inactive participants	2013-01-01	693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	693
Number of participants with account balances	2013-01-01	690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	30

Financial Data on THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2022 : THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-1,713,935
Total of all expenses incurred	2022-12-31	$2,166,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,007,409
Expenses. Certain deemed distributions of participant loans	2022-12-31	$81,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,322,267
Value of total assets at end of year	2022-12-31	$29,374,441
Value of total assets at beginning of year	2022-12-31	$33,254,729
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$76,961
Total interest from all sources	2022-12-31	$81,506
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$573,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$573,266
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,065,573
Participant contributions at end of year	2022-12-31	$598,658
Participant contributions at beginning of year	2022-12-31	$604,778
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$33,578
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$4,555
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$3,063
Administrative expenses (other) incurred	2022-12-31	$76,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,880,288
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$29,374,441
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$33,254,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$25,036,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$28,704,399
Interest on participant loans	2022-12-31	$20,802
Interest earned on other investments	2022-12-31	$60,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$7,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$134,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$134,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,727,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,807,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,690,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,223,116
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,007,409
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORVIS, LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$6,858,831
Total of all expenses incurred	2021-12-31	$1,585,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,414,562
Expenses. Certain deemed distributions of participant loans	2021-12-31	$61,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,280,676
Value of total assets at end of year	2021-12-31	$33,254,729
Value of total assets at beginning of year	2021-12-31	$27,981,505
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$109,888
Total interest from all sources	2021-12-31	$93,153
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$660,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$660,546
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,928,850
Participant contributions at end of year	2021-12-31	$604,778
Participant contributions at beginning of year	2021-12-31	$491,884
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$70,092
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$8,428
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$3,063
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$3,373
Administrative expenses (other) incurred	2021-12-31	$109,888
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	$5,273,224
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$33,254,729
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$27,981,505
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$28,704,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$22,815,787
Interest on participant loans	2021-12-31	$32,510
Interest earned on other investments	2021-12-31	$60,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$134,896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$115,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$115,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$35
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,807,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$4,430,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,824,456
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	$1,343,398
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$54,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,414,562
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$6,680,345
Total of all expenses incurred	2020-12-31	$2,070,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,837,730
Expenses. Certain deemed distributions of participant loans	2020-12-31	$120,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,438,747
Value of total assets at end of year	2020-12-31	$27,981,505
Value of total assets at beginning of year	2020-12-31	$23,371,641
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$112,344
Total interest from all sources	2020-12-31	$118,599
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$409,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$409,857
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,924,877
Participant contributions at end of year	2020-12-31	$491,884
Participant contributions at beginning of year	2020-12-31	$561,818
Participant contributions at end of year	2020-12-31	$70,092
Participant contributions at beginning of year	2020-12-31	$67,073
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$111,741
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$3,373
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$4,636
Administrative expenses (other) incurred	2020-12-31	$112,344
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	$4,609,864
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$27,981,505
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$23,371,641
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$22,815,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$18,683,037
Interest on participant loans	2020-12-31	$37,344
Interest earned on other investments	2020-12-31	$80,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$115,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$62,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$62,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$4,430,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$3,940,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,713,142
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	$1,402,129
Employer contributions (assets) at end of year	2020-12-31	$54,264
Employer contributions (assets) at beginning of year	2020-12-31	$52,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,837,730
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BKD LLP
Accountancy firm EIN	2020-12-31	440160260
2019 : THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$6,819,961
Total of all expenses incurred	2019-12-31	$1,575,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,302,953
Expenses. Certain deemed distributions of participant loans	2019-12-31	$177,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,366,038
Value of total assets at end of year	2019-12-31	$23,371,641
Value of total assets at beginning of year	2019-12-31	$18,127,263
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$95,188
Total interest from all sources	2019-12-31	$111,281
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$337,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$337,822
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,814,955
Participant contributions at end of year	2019-12-31	$561,818
Participant contributions at beginning of year	2019-12-31	$551,497
Participant contributions at end of year	2019-12-31	$67,073
Participant contributions at beginning of year	2019-12-31	$61,187
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$194,445
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$4,636
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$6,504
Administrative expenses (other) incurred	2019-12-31	$95,188
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	$5,244,378
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$23,371,641
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$18,127,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$18,683,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,737,557
Interest on participant loans	2019-12-31	$30,976
Interest earned on other investments	2019-12-31	$79,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$62,135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$34,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$34,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,940,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,683,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,004,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,356,638
Employer contributions (assets) at end of year	2019-12-31	$52,535
Employer contributions (assets) at beginning of year	2019-12-31	$52,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,302,953
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BKD LLP
Accountancy firm EIN	2019-12-31	440160260
2018 : THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$2,148,419
Total of all expenses incurred	2018-12-31	$1,528,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,320,368
Expenses. Certain deemed distributions of participant loans	2018-12-31	$128,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,982,249
Value of total assets at end of year	2018-12-31	$18,127,263
Value of total assets at beginning of year	2018-12-31	$17,506,896
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$79,675
Total interest from all sources	2018-12-31	$103,221
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$310,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$310,793
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,654,812
Participant contributions at end of year	2018-12-31	$551,497
Participant contributions at beginning of year	2018-12-31	$463,954
Participant contributions at end of year	2018-12-31	$61,187
Participant contributions at beginning of year	2018-12-31	$61,907
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$14,168
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$6,504
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$4,651
Administrative expenses (other) incurred	2018-12-31	$79,675
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	$620,367
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$18,127,263
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$17,506,896
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$13,737,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$12,806,839
Interest on participant loans	2018-12-31	$27,074
Interest earned on other investments	2018-12-31	$75,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$34,218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$18,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$18,333
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,683,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$4,099,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,247,844
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	$1,313,269
Employer contributions (assets) at end of year	2018-12-31	$52,990
Employer contributions (assets) at beginning of year	2018-12-31	$52,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,320,368
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BKD, LLP
Accountancy firm EIN	2018-12-31	440160260
2017 : THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$4,914,352
Total of all expenses incurred	2017-12-31	$858,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$748,651
Expenses. Certain deemed distributions of participant loans	2017-12-31	$50,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,048,287
Value of total assets at end of year	2017-12-31	$17,506,896
Value of total assets at beginning of year	2017-12-31	$13,451,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$59,833
Total interest from all sources	2017-12-31	$37,285
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$344,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$344,545
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,562,643
Participant contributions at end of year	2017-12-31	$463,954
Participant contributions at beginning of year	2017-12-31	$281,600
Participant contributions at end of year	2017-12-31	$61,907
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,737
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$4,651
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$59,833
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	$4,055,773
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$17,506,896
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$13,451,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$12,806,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$9,345,886
Interest on participant loans	2017-12-31	$17,644
Interest earned on other investments	2017-12-31	$19,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$18,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$4,099,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,823,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,484,235
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	$1,483,907
Employer contributions (assets) at end of year	2017-12-31	$52,050
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$748,651
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LOEB AND TROPER LLP
Accountancy firm EIN	2017-12-31	131517563
2016 : THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Expenses. Interest paid	2016-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,313,363
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$593,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$508,838
Expenses. Certain deemed distributions of participant loans	2016-12-31	$25,271
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,663,410
Value of total assets at end of year	2016-12-31	$13,451,123
Value of total assets at beginning of year	2016-12-31	$10,731,247
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$59,378
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$118,228
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$343,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$343,944
Assets. Real estate other than employer real property at end of year	2016-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2016-12-31	$0
Administrative expenses professional fees incurred	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,385,218
Participant contributions at end of year	2016-12-31	$281,600
Participant contributions at beginning of year	2016-12-31	$225,759
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$42,062
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Assets. Loans (other than to participants) at end of year	2016-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$36,065
Administrative expenses (other) incurred	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$2,719,876
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$13,451,123
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,731,247
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
Assets. partnership/joint venture interests at end of year	2016-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$9,345,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,380,388
Interest on participant loans	2016-12-31	$13,305
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$104,923
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in master investment trust accounts at end of year	2016-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2016-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,823,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$3,125,100
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Asset value of US Government securities at end of year	2016-12-31	$0
Asset value of US Government securities at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$151,716
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Net gain/loss from 103.12 investment entities	2016-12-31	$0
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
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Assets. Value of employer real property at end of year	2016-12-31	$0
Assets. Value of employer real property at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$1,236,130
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$508,838
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$0
Contract administrator fees	2016-12-31	$59,378
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	2016-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	LOEB AND TROPER LLP
Accountancy firm EIN	2016-12-31	131517563
2015 : THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,470,509
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$148,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$131,432
Expenses. Certain deemed distributions of participant loans	2015-12-31	$13,437
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,488,911
Value of total assets at end of year	2015-12-31	$10,731,247
Value of total assets at beginning of year	2015-12-31	$8,409,073
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,466
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$89,366
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$340,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$340,575
Assets. Real estate other than employer real property at end of year	2015-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,276,320
Participant contributions at end of year	2015-12-31	$225,759
Participant contributions at beginning of year	2015-12-31	$151,871
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$133,217
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Assets. Loans (other than to participants) at end of year	2015-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$13,787
Administrative expenses (other) incurred	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$2,322,174
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,731,247
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,409,073
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
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,380,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,878,917
Interest on participant loans	2015-12-31	$8,587
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$80,779
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in master investment trust accounts at end of year	2015-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,125,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,378,285
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Asset value of US Government securities at end of year	2015-12-31	$0
Asset value of US Government securities at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-462,130
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$0
Net gain/loss from 103.12 investment entities	2015-12-31	$0
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
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Assets. Value of employer real property at end of year	2015-12-31	$0
Assets. Value of employer real property at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$1,079,374
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$131,432
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Contract administrator fees	2015-12-31	$3,466
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	2015-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	LOEB & TROPER LLP
Accountancy firm EIN	2015-12-31	131517563
2014 : THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Expenses. Interest paid	2014-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,527,649
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$264,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$256,767
Expenses. Certain deemed distributions of participant loans	2014-12-31	$5,794
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,172,471
Value of total assets at end of year	2014-12-31	$8,409,073
Value of total assets at beginning of year	2014-12-31	$6,146,148
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,163
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$66,830
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$245,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$245,424
Assets. Real estate other than employer real property at end of year	2014-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,123,263
Participant contributions at end of year	2014-12-31	$151,871
Participant contributions at beginning of year	2014-12-31	$66,262
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Assets. Loans (other than to participants) at end of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$16,498
Administrative expenses (other) incurred	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$2,262,925
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,409,073
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,146,148
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
Assets. partnership/joint venture interests at end of year	2014-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,878,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,315,398
Interest on participant loans	2014-12-31	$5,783
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$61,047
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in master investment trust accounts at end of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,378,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,764,488
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$26,426
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$0
Net gain/loss from 103.12 investment entities	2014-12-31	$0
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
Assets. Invements in employer securities at end of year	2014-12-31	$0
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Assets. Value of employer real property at end of year	2014-12-31	$0
Assets. Value of employer real property at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$1,049,208
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$256,767
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$0
Contract administrator fees	2014-12-31	$2,163
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	LOEB & TROPER LLP
Accountancy firm EIN	2014-12-31	131517563
2013 : THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$0
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Expenses. Interest paid	2013-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,693,194
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$60,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$54,101
Expenses. Certain deemed distributions of participant loans	2013-12-31	$5,958
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,062,556
Value of total assets at end of year	2013-12-31	$6,146,148
Value of total assets at beginning of year	2013-12-31	$3,513,888
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$875
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$44,606
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$155,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$155,814
Assets. Real estate other than employer real property at end of year	2013-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$994,960
Participant contributions at end of year	2013-12-31	$66,262
Participant contributions at beginning of year	2013-12-31	$26,008
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$8,131
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Assets. Loans (other than to participants) at end of year	2013-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$6,170
Administrative expenses (other) incurred	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$2,632,260
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,146,148
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,513,888
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
Assets. partnership/joint venture interests at end of year	2013-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,315,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,510,090
Interest on participant loans	2013-12-31	$2,169
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$42,437
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Value of interest in master investment trust accounts at end of year	2013-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,764,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$977,790
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Asset value of US Government securities at end of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$424,048
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$0
Net gain/loss from 103.12 investment entities	2013-12-31	$0
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
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Assets. Value of employer real property at end of year	2013-12-31	$0
Assets. Value of employer real property at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$1,059,465
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$0
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$54,101
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$0
Contract administrator fees	2013-12-31	$875
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	LOEB & TROPER, LLP
Accountancy firm EIN	2013-12-31	131517563

Form 5500 Responses for THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

2022: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE OSBORN 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

TA069880

Policy instance

Insurance contract or identification number	TA069880
Number of Individuals Covered	1174
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

TA069880

Policy instance

Insurance contract or identification number	TA069880
Number of Individuals Covered	1160
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

TA069880

Policy instance

Insurance contract or identification number	TA069880
Number of Individuals Covered	1047
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

TA069880

Policy instance

Insurance contract or identification number	TA069880
Number of Individuals Covered	1403
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

TA069880

Policy instance

Insurance contract or identification number	TA069880
Number of Individuals Covered	1362
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

1009899-01

Policy instance

Insurance contract or identification number	1009899-01
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-09-06
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

1009899-01

Policy instance

Insurance contract or identification number	1009899-01
Number of Individuals Covered	336
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $3,387
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,387
Insurance broker organization code?	3
Insurance broker name	METLIFE SECURITIES INC.

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

1009899-01

Policy instance

Insurance contract or identification number	1009899-01
Number of Individuals Covered	344
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $3,155
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,155
Insurance broker organization code?	3
Insurance broker name	METLIFE SECURITIES INC.

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

1009899-01

Policy instance

Insurance contract or identification number	1009899-01
Number of Individuals Covered	367
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $3,466
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,466
Insurance broker organization code?	3
Insurance broker name	METLIFE SECURITIES INC.

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Company Name:	THE MIRIAM OSBORN MEMORIAL HOME ASSOCIATION
Employer identification number (EIN):	135562312
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities