401k Plan data: COUNTERPART INERNATIONAL plan

COUNTERPART INERNATIONAL 401k Plan overview

Plan Name	COUNTERPART INERNATIONAL
Plan identification number	002

COUNTERPART INERNATIONAL 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 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COUNTERPART INTERNATIONAL INC. has sponsored the creation of one or more 401k plans.

Company Name: COUNTERPART INTERNATIONAL INC.

Employer identification number (EIN): 136183605

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COUNTERPART INERNATIONAL

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 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 WENDY R. BRADFORD
002 2016-01-01 MADHU SREEKUMAR
002 2015-01-01 ALEXIS ALLEYNE DEREK HODKEY 2016-10-17
002 2014-01-01 KALIA HENDRICKS KALIA HENDRICKS 2015-10-14
002 2013-10-01 KALIA HENDRICKS
002 2012-10-01 KAREN OCHOA
002 2010-10-01 MARVIN BATTLE 2012-06-27
002 2010-01-01 MARVIN BATTLE 2012-06-13

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	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	WENDY R. BRADFORD
002	2016-01-01	MADHU SREEKUMAR
002	2015-01-01	ALEXIS ALLEYNE		DEREK HODKEY	2016-10-17
002	2014-01-01	KALIA HENDRICKS		KALIA HENDRICKS	2015-10-14
002	2013-10-01	KALIA HENDRICKS
002	2012-10-01	KAREN OCHOA
002	2010-10-01	MARVIN BATTLE	2012-06-27
002	2010-01-01	MARVIN BATTLE	2012-06-13

Plan Statistics for COUNTERPART INERNATIONAL

401k plan membership statisitcs for COUNTERPART INERNATIONAL

Measure Date Value
2022: COUNTERPART INERNATIONAL 2022 401k membership
Total participants, beginning-of-year 2022-01-01 306
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 155
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 161
Total of all active and inactive participants 2022-01-01 316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 317
Number of participants with account balances 2022-01-01 311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: COUNTERPART INERNATIONAL 2021 401k membership
Total participants, beginning-of-year 2021-01-01 306
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 143
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 162
Total of all active and inactive participants 2021-01-01 305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 306
Number of participants with account balances 2021-01-01 300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: COUNTERPART INERNATIONAL 2020 401k membership
Total participants, beginning-of-year 2020-01-01 326
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 143
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 162
Total of all active and inactive participants 2020-01-01 305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 306
Number of participants with account balances 2020-01-01 302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: COUNTERPART INERNATIONAL 2019 401k membership
Total participants, beginning-of-year 2019-01-01 317
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 175
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 150
Total of all active and inactive participants 2019-01-01 325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 326
Number of participants with account balances 2019-01-01 322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: COUNTERPART INERNATIONAL 2018 401k membership
Total participants, beginning-of-year 2018-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 181
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 135
Total of all active and inactive participants 2018-01-01 316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 317
Number of participants with account balances 2018-01-01 313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: COUNTERPART INERNATIONAL 2017 401k membership
Total participants, beginning-of-year 2017-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 186
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 119
Total of all active and inactive participants 2017-01-01 305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 307
Number of participants with account balances 2017-01-01 303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: COUNTERPART INERNATIONAL 2016 401k membership
Total participants, beginning-of-year 2016-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 152
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 120
Total of all active and inactive participants 2016-01-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 273
Number of participants with account balances 2016-01-01 269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: COUNTERPART INERNATIONAL 2015 401k membership
Total participants, beginning-of-year 2015-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 257
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 258
Number of participants with account balances 2015-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: COUNTERPART INERNATIONAL 2014 401k membership
Total participants, beginning-of-year 2014-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 98
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 97
Total of all active and inactive participants 2014-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 197
Number of participants with account balances 2014-01-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: COUNTERPART INERNATIONAL 2013 401k membership
Total participants, beginning-of-year 2013-10-01 180
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 101
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 79
Total of all active and inactive participants 2013-10-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 1
Total participants 2013-10-01 181
Number of participants with account balances 2013-10-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 4
2012: COUNTERPART INERNATIONAL 2012 401k membership
Total participants, beginning-of-year 2012-10-01 174
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 102
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 79
Total of all active and inactive participants 2012-10-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 1
Total participants 2012-10-01 182
Number of participants with account balances 2012-10-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 10

Measure	Date	Value
2022: COUNTERPART INERNATIONAL 2022 401k membership
Total participants, beginning-of-year	2022-01-01	306
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	155
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	161
Total of all active and inactive participants	2022-01-01	316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	317
Number of participants with account balances	2022-01-01	311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: COUNTERPART INERNATIONAL 2021 401k membership
Total participants, beginning-of-year	2021-01-01	306
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	143
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	162
Total of all active and inactive participants	2021-01-01	305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	306
Number of participants with account balances	2021-01-01	300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: COUNTERPART INERNATIONAL 2020 401k membership
Total participants, beginning-of-year	2020-01-01	326
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	143
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	162
Total of all active and inactive participants	2020-01-01	305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	306
Number of participants with account balances	2020-01-01	302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: COUNTERPART INERNATIONAL 2019 401k membership
Total participants, beginning-of-year	2019-01-01	317
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	175
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	150
Total of all active and inactive participants	2019-01-01	325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	326
Number of participants with account balances	2019-01-01	322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: COUNTERPART INERNATIONAL 2018 401k membership
Total participants, beginning-of-year	2018-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	181
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	135
Total of all active and inactive participants	2018-01-01	316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	317
Number of participants with account balances	2018-01-01	313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: COUNTERPART INERNATIONAL 2017 401k membership
Total participants, beginning-of-year	2017-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	186
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	119
Total of all active and inactive participants	2017-01-01	305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	307
Number of participants with account balances	2017-01-01	303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: COUNTERPART INERNATIONAL 2016 401k membership
Total participants, beginning-of-year	2016-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	152
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	120
Total of all active and inactive participants	2016-01-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	273
Number of participants with account balances	2016-01-01	269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: COUNTERPART INERNATIONAL 2015 401k membership
Total participants, beginning-of-year	2015-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	257
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	258
Number of participants with account balances	2015-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: COUNTERPART INERNATIONAL 2014 401k membership
Total participants, beginning-of-year	2014-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	98
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	97
Total of all active and inactive participants	2014-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	197
Number of participants with account balances	2014-01-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: COUNTERPART INERNATIONAL 2013 401k membership
Total participants, beginning-of-year	2013-10-01	180
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	101
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	79
Total of all active and inactive participants	2013-10-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	1
Total participants	2013-10-01	181
Number of participants with account balances	2013-10-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	4
2012: COUNTERPART INERNATIONAL 2012 401k membership
Total participants, beginning-of-year	2012-10-01	174
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	102
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	79
Total of all active and inactive participants	2012-10-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	1
Total participants	2012-10-01	182
Number of participants with account balances	2012-10-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	10

Financial Data on COUNTERPART INERNATIONAL

Measure	Date	Value
2022 : COUNTERPART INERNATIONAL 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-1,707,314
Total of all expenses incurred	2022-12-31	$1,276,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,247,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$946,921
Value of total assets at end of year	2022-12-31	$14,599,688
Value of total assets at beginning of year	2022-12-31	$17,583,693
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$28,750
Total interest from all sources	2022-12-31	$3,504
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$621,402
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	$621,402
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$470,207
Participant contributions at end of year	2022-12-31	$86,618
Participant contributions at beginning of year	2022-12-31	$77,545
Participant contributions at end of year	2022-12-31	$18,208
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$94,330
Other income not declared elsewhere	2022-12-31	$60,449
Administrative expenses (other) incurred	2022-12-31	$28,750
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	$-2,984,005
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$14,599,688
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$17,583,693
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	$12,274,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$15,530,964
Value of interest in pooled separate accounts at end of year	2022-12-31	$384,823
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$293,174
Interest on participant loans	2022-12-31	$3,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,818,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,682,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,363,602
Net investment gain/loss from pooled separate accounts	2022-12-31	$24,012
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	$382,384
Employer contributions (assets) at end of year	2022-12-31	$16,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,247,941
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	GELMAN ROSENBERG & FREEDMAN
Accountancy firm EIN	2022-12-31	521392008
2021 : COUNTERPART INERNATIONAL 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$3,438,893
Total of all expenses incurred	2021-12-31	$1,089,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,057,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,352,057
Value of total assets at end of year	2021-12-31	$17,583,693
Value of total assets at beginning of year	2021-12-31	$15,234,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$31,936
Total interest from all sources	2021-12-31	$3,451
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,206,477
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	$1,206,477
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$384,491
Participant contributions at end of year	2021-12-31	$77,545
Participant contributions at beginning of year	2021-12-31	$44,211
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$714,865
Other income not declared elsewhere	2021-12-31	$50,088
Administrative expenses (other) incurred	2021-12-31	$31,936
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	$2,349,548
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$17,583,693
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,234,145
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	$15,530,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$13,347,379
Value of interest in pooled separate accounts at end of year	2021-12-31	$293,174
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$227,395
Interest on participant loans	2021-12-31	$3,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,682,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,615,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$780,612
Net investment gain/loss from pooled separate accounts	2021-12-31	$46,208
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	$252,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,057,409
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	GELMAN ROSENBERG & FREEDMAN
Accountancy firm EIN	2021-12-31	521392008
2020 : COUNTERPART INERNATIONAL 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$3,049,298
Total of all expenses incurred	2020-12-31	$1,297,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,273,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,210,761
Value of total assets at end of year	2020-12-31	$15,234,145
Value of total assets at beginning of year	2020-12-31	$13,482,009
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$23,561
Total interest from all sources	2020-12-31	$328
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$360,852
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	$360,852
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$534,866
Participant contributions at end of year	2020-12-31	$44,211
Participant contributions at beginning of year	2020-12-31	$7,086
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$277,361
Other income not declared elsewhere	2020-12-31	$50,776
Administrative expenses (other) incurred	2020-12-31	$23,561
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	$1,752,136
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,234,145
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,482,009
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	$13,347,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,718,453
Value of interest in pooled separate accounts at end of year	2020-12-31	$227,395
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$245,977
Interest on participant loans	2020-12-31	$328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,615,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,510,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,428,654
Net investment gain/loss from pooled separate accounts	2020-12-31	$-2,073
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	$398,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,273,601
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	Disclaimer
Accountancy firm name	2020-12-31	GELMAN ROSENBERG & FREEDMAN
Accountancy firm EIN	2020-12-31	521392008
2019 : COUNTERPART INERNATIONAL 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$3,519,181
Total income from all sources (including contributions)	2019-12-31	$3,519,181
Total of all expenses incurred	2019-12-31	$1,446,362
Total of all expenses incurred	2019-12-31	$1,446,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,420,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,420,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,269,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,269,949
Value of total assets at end of year	2019-12-31	$13,482,009
Value of total assets at end of year	2019-12-31	$13,482,009
Value of total assets at beginning of year	2019-12-31	$11,409,190
Value of total assets at beginning of year	2019-12-31	$11,409,190
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,409
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,409
Total interest from all sources	2019-12-31	$42
Total interest from all sources	2019-12-31	$42
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$800,997
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$800,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$800,997
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$800,997
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$677,420
Contributions received from participants	2019-12-31	$677,420
Participant contributions at end of year	2019-12-31	$7,086
Participant contributions at end of year	2019-12-31	$7,086
Participant contributions at beginning of year	2019-12-31	$8,485
Participant contributions at beginning of year	2019-12-31	$8,485
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$108,918
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$108,918
Other income not declared elsewhere	2019-12-31	$43,302
Other income not declared elsewhere	2019-12-31	$43,302
Administrative expenses (other) incurred	2019-12-31	$25,409
Administrative expenses (other) incurred	2019-12-31	$25,409
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
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	$2,072,819
Value of net income/loss	2019-12-31	$2,072,819
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,482,009
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,482,009
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,409,190
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,409,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
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	$11,718,453
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,718,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,724,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,724,645
Value of interest in pooled separate accounts at end of year	2019-12-31	$245,977
Value of interest in pooled separate accounts at end of year	2019-12-31	$245,977
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$222,517
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$222,517
Interest on participant loans	2019-12-31	$42
Interest on participant loans	2019-12-31	$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,510,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,510,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,453,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,453,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,392,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,392,128
Net investment gain/loss from pooled separate accounts	2019-12-31	$12,763
Net investment gain/loss from pooled separate accounts	2019-12-31	$12,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$483,611
Contributions received in cash from employer	2019-12-31	$483,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,420,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,420,953
Did the plan have assets held for investment	2019-12-31	Yes
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
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GELMAN ROSENBERG & FREEDMAN
Accountancy firm name	2019-12-31	GELMAN ROSENBERG & FREEDMAN
Accountancy firm EIN	2019-12-31	521392008
Accountancy firm EIN	2019-12-31	521392008
2018 : COUNTERPART INERNATIONAL 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$727,034
Total of all expenses incurred	2018-12-31	$769,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$755,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,492,906
Value of total assets at end of year	2018-12-31	$11,409,190
Value of total assets at beginning of year	2018-12-31	$11,451,328
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$13,390
Total interest from all sources	2018-12-31	$73
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$299,432
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	$299,432
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$639,250
Participant contributions at end of year	2018-12-31	$8,485
Participant contributions at beginning of year	2018-12-31	$9,800
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$256,006
Other income not declared elsewhere	2018-12-31	$43,308
Administrative expenses (other) incurred	2018-12-31	$13,390
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	$-42,138
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,409,190
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,451,328
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	$9,724,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,789,477
Value of interest in pooled separate accounts at end of year	2018-12-31	$222,517
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$233,703
Interest on participant loans	2018-12-31	$73
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,453,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,418,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,119,349
Net investment gain/loss from pooled separate accounts	2018-12-31	$10,664
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	$597,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$755,782
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	GELMAN ROSENBERG & FREEDMAN CPAS
Accountancy firm EIN	2018-12-31	521392008
2017 : COUNTERPART INERNATIONAL 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,008,490
Total of all expenses incurred	2017-12-31	$1,312,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,297,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,386,341
Value of total assets at end of year	2017-12-31	$11,451,328
Value of total assets at beginning of year	2017-12-31	$9,755,419
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$15,151
Total interest from all sources	2017-12-31	$261
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$196,855
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	$196,855
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$576,751
Participant contributions at end of year	2017-12-31	$9,800
Participant contributions at beginning of year	2017-12-31	$17,996
Participant contributions at beginning of year	2017-12-31	$15,307
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$232,665
Other income not declared elsewhere	2017-12-31	$40,791
Administrative expenses (other) incurred	2017-12-31	$15,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,695,909
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,451,328
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,755,419
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	$9,789,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,063,778
Value of interest in pooled separate accounts at end of year	2017-12-31	$233,703
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$243,188
Interest on participant loans	2017-12-31	$261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,418,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,390,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,374,201
Net investment gain/loss from pooled separate accounts	2017-12-31	$10,041
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	$576,925
Employer contributions (assets) at beginning of year	2017-12-31	$25,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,297,430
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	GELMAN ROSENBERG & FREEDMAN CPAS
Accountancy firm EIN	2017-12-31	521392008
2016 : COUNTERPART INERNATIONAL 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,961,411
Total of all expenses incurred	2016-12-31	$1,416,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,406,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,408,834
Value of total assets at end of year	2016-12-31	$9,755,419
Value of total assets at beginning of year	2016-12-31	$9,210,939
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$10,332
Total interest from all sources	2016-12-31	$894
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$103,403
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	$103,403
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$518,658
Participant contributions at end of year	2016-12-31	$15,307
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$349,094
Other income not declared elsewhere	2016-12-31	$45,188
Administrative expenses (other) incurred	2016-12-31	$10,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$544,480
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,755,419
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,210,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,063,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,930,656
Value of interest in pooled separate accounts at end of year	2016-12-31	$243,188
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,865,775
Interest on participant loans	2016-12-31	$894
Value of interest in common/collective trusts at end of year	2016-12-31	$17,996
Value of interest in common/collective trusts at beginning of year	2016-12-31	$40,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,390,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,374,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$391,126
Net investment gain/loss from pooled separate accounts	2016-12-31	$11,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$541,082
Employer contributions (assets) at end of year	2016-12-31	$25,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,406,599
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	GELMAN ROSENBERG & FREEDMAN CPAS
Accountancy firm EIN	2016-12-31	521392008
2015 : COUNTERPART INERNATIONAL 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,239,902
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$653,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$645,691
Expenses. Certain deemed distributions of participant loans	2015-12-31	$7,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,345,987
Value of total assets at end of year	2015-12-31	$9,210,939
Value of total assets at beginning of year	2015-12-31	$8,624,662
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$650
Total interest from all sources	2015-12-31	$52,963
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$26,333
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	$26,333
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$577,144
Participant contributions at end of year	2015-12-31	$40,445
Participant contributions at beginning of year	2015-12-31	$24,295
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$241,372
Administrative expenses (other) incurred	2015-12-31	$650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$586,277
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,210,939
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,624,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,930,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,012,809
Value of interest in pooled separate accounts at end of year	2015-12-31	$3,865,775
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$220,997
Interest on participant loans	2015-12-31	$1,352
Interest earned on other investments	2015-12-31	$51,611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,374,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,363,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-203,279
Net investment gain/loss from pooled separate accounts	2015-12-31	$17,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$527,471
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$2,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$645,691
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	COHN REZNICK LLP
Accountancy firm EIN	2015-12-31	221478099
2014 : COUNTERPART INERNATIONAL 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,355,022
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$912,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$911,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$931,267
Value of total assets at end of year	2014-12-31	$8,624,662
Value of total assets at beginning of year	2014-12-31	$8,181,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$350
Total interest from all sources	2014-12-31	$52,250
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$459,033
Participant contributions at end of year	2014-12-31	$24,295
Participant contributions at beginning of year	2014-12-31	$25,256
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$40,083
Administrative expenses (other) incurred	2014-12-31	$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$442,888
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,624,662
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,181,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,012,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,614,124
Value of interest in pooled separate accounts at end of year	2014-12-31	$220,997
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$204,561
Interest on participant loans	2014-12-31	$177
Interest earned on other investments	2014-12-31	$52,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,363,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,337,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$346,754
Net investment gain/loss from pooled separate accounts	2014-12-31	$24,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$432,151
Employer contributions (assets) at end of year	2014-12-31	$2,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$911,784
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	COHNREZNICK LLP
Accountancy firm EIN	2014-12-31	221478099
2013 : COUNTERPART INERNATIONAL 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$602,701
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$147,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$147,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$210,488
Value of total assets at end of year	2013-12-31	$8,181,774
Value of total assets at beginning of year	2013-12-31	$7,726,580
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$112
Total interest from all sources	2013-12-31	$13,394
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$87,002
Participant contributions at end of year	2013-12-31	$25,256
Participant contributions at beginning of year	2013-12-31	$23,076
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$455,194
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,181,774
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,726,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$6,614,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,147,056
Value of interest in pooled separate accounts at end of year	2013-12-31	$204,561
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$201,473
Interest on participant loans	2013-12-31	$318
Interest earned on other investments	2013-12-31	$13,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,337,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,354,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$126,117
Net investment gain/loss from pooled separate accounts	2013-12-31	$252,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$123,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$147,395
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
Total unrealized appreciation/depreciation of assets	2013-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total income from all sources (including contributions)	2013-09-30	$1,851,952
Total loss/gain on sale of assets	2013-09-30	$0
Total of all expenses incurred	2013-09-30	$476,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-09-30	$476,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-09-30	$1,133,355
Value of total assets at end of year	2013-09-30	$7,726,580
Value of total assets at beginning of year	2013-09-30	$6,351,300
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-09-30	$375
Total interest from all sources	2013-09-30	$51,602
Total dividends received (eg from common stock, registered investment company shares)	2013-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-09-30	No
Was this plan covered by a fidelity bond	2013-09-30	Yes
Value of fidelity bond cover	2013-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-09-30	No
Funding deficiency by the employer to the plan for this plan year	2013-09-30	$0
Minimum employer required contribution for this plan year	2013-09-30	$0
Amount contributed by the employer to the plan for this plan year	2013-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-09-30	No
Contributions received from participants	2013-09-30	$399,696
Participant contributions at end of year	2013-09-30	$23,076
Participant contributions at beginning of year	2013-09-30	$5,329
Assets. Other investments not covered elsewhere at end of year	2013-09-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-09-30	$456,691
Income. Received or receivable in cash from other sources (including rollovers)	2013-09-30	$43,142
Administrative expenses (other) incurred	2013-09-30	$375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Value of net income/loss	2013-09-30	$1,375,280
Value of net assets at end of year (total assets less liabilities)	2013-09-30	$7,726,580
Value of net assets at beginning of year (total assets less liabilities)	2013-09-30	$6,351,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-09-30	No
Were any leases to which the plan was party in default or uncollectible	2013-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-09-30	$6,147,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-09-30	$4,575,048
Value of interest in pooled separate accounts at end of year	2013-09-30	$201,473
Value of interest in pooled separate accounts at beginning of year	2013-09-30	$164,866
Interest on participant loans	2013-09-30	$42,252
Interest earned on other investments	2013-09-30	$9,350
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-09-30	$1,354,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-09-30	$1,149,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-09-30	$228,342
Net investment gain/loss from pooled separate accounts	2013-09-30	$438,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-09-30	No
Was there a failure to transmit to the plan any participant contributions	2013-09-30	No
Has the plan failed to provide any benefit when due under the plan	2013-09-30	No
Contributions received in cash from employer	2013-09-30	$690,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-09-30	$476,297
Did the plan have assets held for investment	2013-09-30	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	2013-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-09-30	Disclaimer
Accountancy firm name	2013-09-30	COHNREZNICK, LLP
Accountancy firm EIN	2013-09-30	221478099

Form 5500 Responses for COUNTERPART INERNATIONAL

2022: COUNTERPART INERNATIONAL 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: COUNTERPART INERNATIONAL 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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: COUNTERPART INERNATIONAL 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: COUNTERPART INERNATIONAL 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: COUNTERPART INERNATIONAL 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: COUNTERPART INERNATIONAL 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: COUNTERPART INERNATIONAL 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: COUNTERPART INERNATIONAL 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: COUNTERPART INERNATIONAL 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
2013: COUNTERPART INERNATIONAL 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2012: COUNTERPART INERNATIONAL 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

745297-01

Policy instance

Insurance contract or identification number	745297-01
Number of Individuals Covered	69
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500919

Policy instance

Insurance contract or identification number	500919
Number of Individuals Covered	135
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-750259

Policy instance

Insurance contract or identification number	GA-750259
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $4,905
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,905
Insurance broker organization code?	3

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500919

Policy instance

Insurance contract or identification number	500919
Number of Individuals Covered	136
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-750259

Policy instance

Insurance contract or identification number	GA-750259
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $4,379
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,379
Insurance broker organization code?	3

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500919

Policy instance

Insurance contract or identification number	500919
Number of Individuals Covered	140
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-750259

Policy instance

Insurance contract or identification number	GA-750259
Number of Individuals Covered	115
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $3,746
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,746
Insurance broker organization code?	3

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500919

Policy instance

Insurance contract or identification number	500919
Number of Individuals Covered	145
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-750259

Policy instance

Insurance contract or identification number	GA-750259
Number of Individuals Covered	115
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $6,612
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,612
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL CORPORATION

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500919

Policy instance

Insurance contract or identification number	500919
Number of Individuals Covered	150
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	COUNTERPART INTERNATIONAL INC.
Employer identification number (EIN):	136183605
NAIC Classification:	812990
NAIC Description:	All Other Personal Services