401k Plan data: FULTON BELLOWS, LLC 401(K) PLAN plan

FULTON BELLOWS, LLC 401(K) PLAN 401k Plan overview

Plan Name	FULTON BELLOWS, LLC 401(K) PLAN
Plan identification number	001

FULTON BELLOWS, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

FULTON BELLOWS, LLC has sponsored the creation of one or more 401k plans.

Company Name: FULTON BELLOWS, LLC

Employer identification number (EIN): 201395049

NAIC Classification: 339900

Additional information about FULTON BELLOWS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3778559

More information about FULTON BELLOWS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FULTON BELLOWS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 DAWN CAMERON DAWN CAMERON 2018-08-07
001 2016-01-01 DAWN CAMERON DAWN CAMERON 2017-08-09
001 2015-01-01 DAWN CAMERON
001 2014-01-01 DAWN CAMERON
001 2013-01-01 DAWN CAMERON
001 2012-01-01 DAWN CAMERON 2013-07-30
001 2011-01-01 DAWN CAMERON 2012-10-10
001 2010-01-01 DAWN CAMERON 2011-08-08
001 2009-01-01 DAWN CAMERON
001 2007-01-01 DAWN CAMERON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	DAWN CAMERON		DAWN CAMERON	2018-08-07
001	2016-01-01	DAWN CAMERON		DAWN CAMERON	2017-08-09
001	2015-01-01	DAWN CAMERON
001	2014-01-01	DAWN CAMERON
001	2013-01-01	DAWN CAMERON
001	2012-01-01	DAWN CAMERON	2013-07-30
001	2011-01-01	DAWN CAMERON	2012-10-10
001	2010-01-01	DAWN CAMERON	2011-08-08
001	2009-01-01	DAWN CAMERON
001	2007-01-01	DAWN CAMERON

Plan Statistics for FULTON BELLOWS, LLC 401(K) PLAN

401k plan membership statisitcs for FULTON BELLOWS, LLC 401(K) PLAN

Measure Date Value
2017: FULTON BELLOWS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 10
2016: FULTON BELLOWS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 123
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 16
Total of all active and inactive participants 2016-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 141
Number of participants with account balances 2016-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 13
2015: FULTON BELLOWS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 147
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 14
Total of all active and inactive participants 2015-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 161
Number of participants with account balances 2015-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 11
2014: FULTON BELLOWS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 140
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 9
Total of all active and inactive participants 2014-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 149
Number of participants with account balances 2014-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FULTON BELLOWS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 119
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 127
Number of participants with account balances 2013-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2009: FULTON BELLOWS, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 76
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 18
Total of all active and inactive participants 2009-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 94
Number of participants with account balances 2009-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2007: FULTON BELLOWS, LLC 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 89
Number of retired or separated participants receiving benefits 2007-01-01 1
Number of other retired or separated participants entitled to future benefits 2007-01-01 12
Total of all active and inactive participants 2007-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 102
Number of participants with account balances 2007-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2017: FULTON BELLOWS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	10
2016: FULTON BELLOWS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	123
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	16
Total of all active and inactive participants	2016-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	141
Number of participants with account balances	2016-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	13
2015: FULTON BELLOWS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	147
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	14
Total of all active and inactive participants	2015-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	161
Number of participants with account balances	2015-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	11
2014: FULTON BELLOWS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	140
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	9
Total of all active and inactive participants	2014-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	149
Number of participants with account balances	2014-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FULTON BELLOWS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	119
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	127
Number of participants with account balances	2013-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2009: FULTON BELLOWS, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	76
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	18
Total of all active and inactive participants	2009-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	94
Number of participants with account balances	2009-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2007: FULTON BELLOWS, LLC 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	89
Number of retired or separated participants receiving benefits	2007-01-01	1
Number of other retired or separated participants entitled to future benefits	2007-01-01	12
Total of all active and inactive participants	2007-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	102
Number of participants with account balances	2007-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on FULTON BELLOWS, LLC 401(K) PLAN

Measure	Date	Value
2017 : FULTON BELLOWS, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-10-31	$0
Total transfer of assets from this plan	2017-10-31	$1,882,324
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-10-31	$0
Total income from all sources (including contributions)	2017-10-31	$320,302
Total loss/gain on sale of assets	2017-10-31	$0
Total of all expenses incurred	2017-10-31	$366,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-10-31	$365,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-10-31	$143,406
Value of total assets at end of year	2017-10-31	$0
Value of total assets at beginning of year	2017-10-31	$1,928,514
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-10-31	$955
Total interest from all sources	2017-10-31	$4,721
Total dividends received (eg from common stock, registered investment company shares)	2017-10-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-10-31	No
Was this plan covered by a fidelity bond	2017-10-31	Yes
Value of fidelity bond cover	2017-10-31	$500,000
If this is an individual account plan, was there a blackout period	2017-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-10-31	No
Contributions received from participants	2017-10-31	$125,447
Participant contributions at end of year	2017-10-31	$0
Participant contributions at beginning of year	2017-10-31	$61,787
Participant contributions at end of year	2017-10-31	$0
Participant contributions at beginning of year	2017-10-31	$6,092
Income. Received or receivable in cash from other sources (including rollovers)	2017-10-31	$0
Administrative expenses (other) incurred	2017-10-31	$955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-10-31	No
Value of net income/loss	2017-10-31	$-46,190
Value of net assets at end of year (total assets less liabilities)	2017-10-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-10-31	$1,928,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-10-31	No
Were any leases to which the plan was party in default or uncollectible	2017-10-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-10-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-10-31	$1,524,138
Interest on participant loans	2017-10-31	$2,376
Interest earned on other investments	2017-10-31	$2,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-10-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-10-31	$304,273
Net investment gain/loss from pooled separate accounts	2017-10-31	$172,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-10-31	No
Was there a failure to transmit to the plan any participant contributions	2017-10-31	No
Has the plan failed to provide any benefit when due under the plan	2017-10-31	No
Contributions received in cash from employer	2017-10-31	$17,959
Employer contributions (assets) at end of year	2017-10-31	$0
Employer contributions (assets) at beginning of year	2017-10-31	$32,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-10-31	$365,537
Did the plan have assets held for investment	2017-10-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-10-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-10-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-10-31	Disclaimer
Accountancy firm name	2017-10-31	BDO USA, LLP.
Accountancy firm EIN	2017-10-31	135381590
2016 : FULTON BELLOWS, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$365,410
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$299,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$298,069
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$238,938
Value of total assets at end of year	2016-12-31	$1,928,514
Value of total assets at beginning of year	2016-12-31	$1,862,497
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,324
Total interest from all sources	2016-12-31	$5,360
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
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	$165,709
Participant contributions at end of year	2016-12-31	$61,787
Participant contributions at beginning of year	2016-12-31	$78,944
Participant contributions at end of year	2016-12-31	$6,092
Participant contributions at beginning of year	2016-12-31	$6,967
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$14,255
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$1,324
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	$66,017
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,928,514
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,862,497
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	$1,524,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,403,923
Interest on participant loans	2016-12-31	$2,793
Interest earned on other investments	2016-12-31	$2,567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$304,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$243,584
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$121,112
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	$58,974
Employer contributions (assets) at end of year	2016-12-31	$32,224
Employer contributions (assets) at beginning of year	2016-12-31	$129,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$298,069
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	BDO USA, LLP.
Accountancy firm EIN	2016-12-31	135381590
2015 : FULTON BELLOWS, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$349,774
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$124,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$123,640
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$368,008
Value of total assets at end of year	2015-12-31	$1,862,497
Value of total assets at beginning of year	2015-12-31	$1,637,372
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,009
Total interest from all sources	2015-12-31	$5,602
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$201,861
Participant contributions at end of year	2015-12-31	$78,944
Participant contributions at beginning of year	2015-12-31	$79,167
Participant contributions at end of year	2015-12-31	$6,967
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$1,009
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	$225,125
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,862,497
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,637,372
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	$1,403,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,185,204
Interest on participant loans	2015-12-31	$3,022
Interest earned on other investments	2015-12-31	$2,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$243,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$265,513
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from pooled separate accounts	2015-12-31	$-23,836
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	$166,147
Employer contributions (assets) at end of year	2015-12-31	$129,079
Employer contributions (assets) at beginning of year	2015-12-31	$107,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$123,640
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	BDO USA, LLP
Accountancy firm EIN	2015-12-31	135381590
2014 : FULTON BELLOWS, LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$445,419
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$301,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$296,153
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$383,806
Value of total assets at end of year	2014-12-31	$1,637,372
Value of total assets at beginning of year	2014-12-31	$1,493,694
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,588
Total interest from all sources	2014-12-31	$7,807
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	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
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	$155,316
Participant contributions at end of year	2014-12-31	$79,167
Participant contributions at beginning of year	2014-12-31	$56,018
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$90,953
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$5,588
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	$143,678
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,637,372
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,493,694
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	$1,185,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,252,335
Interest on participant loans	2014-12-31	$3,219
Interest earned on other investments	2014-12-31	$4,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$265,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$185,341
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from pooled separate accounts	2014-12-31	$53,806
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	$137,537
Employer contributions (assets) at end of year	2014-12-31	$107,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$296,153
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	2014-12-31	Yes
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	VAN ELKINS AND ASSOCIATES, CPAS
Accountancy firm EIN	2014-12-31	621017975
2013 : FULTON BELLOWS, LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$294,065
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$58,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$50,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$145,355
Value of total assets at end of year	2013-12-31	$1,493,694
Value of total assets at beginning of year	2013-12-31	$1,258,065
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,915
Total interest from all sources	2013-12-31	$1,964
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	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$121,762
Assets. Loans (other than to participants) at end of year	2013-12-31	$56,018
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$47,374
Administrative expenses (other) incurred	2013-12-31	$7,915
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	$235,629
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,493,694
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,258,065
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	$1,252,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,078,888
Interest on participant loans	2013-12-31	$1,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$185,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$97,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$146,746
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	$23,593
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$34,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$50,521
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	VAN ELKINS & ASSOCIATES CPA'S
Accountancy firm EIN	2013-12-31	621017975
2009 : FULTON BELLOWS, LLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
2008 : FULTON BELLOWS, LLC 401(K) PLAN 2008 401k financial data
Unrealized appreciation/depreciation of real estate assets	2008-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2008-12-31	$0
Total unrealized appreciation/depreciation of assets	2008-12-31	$0
Total transfer of assets to this plan	2008-12-31	$0
Total transfer of assets from this plan	2008-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2008-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2008-12-31	$0
Expenses. Interest paid	2008-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2008-12-31	$0
Total income from all sources (including contributions)	2008-12-31	$-64,201
Total loss/gain on sale of assets	2008-12-31	$0
Total of all expenses incurred	2008-12-31	$331,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2008-12-31	$330,495
Expenses. Certain deemed distributions of participant loans	2008-12-31	$0
Value of total corrective distributions	2008-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2008-12-31	$167,943
Value of total assets at end of year	2008-12-31	$864,499
Value of total assets at beginning of year	2008-12-31	$1,260,278
Total of administrative expenses incurred including professional, contract, advisory and management fees	2008-12-31	$1,083
Total income from rents	2008-12-31	$0
Total interest from all sources	2008-12-31	$8,480
Total dividends received (eg from common stock, registered investment company shares)	2008-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2008-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2008-12-31	$0
Assets. Real estate other than employer real property at end of year	2008-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2008-12-31	$0
Administrative expenses professional fees incurred	2008-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2008-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2008-12-31	$0
Was this plan covered by a fidelity bond	2008-12-31	Yes
Value of fidelity bond cover	2008-12-31	$45,443
If this is an individual account plan, was there a blackout period	2008-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2008-12-31	No
Contributions received from participants	2008-12-31	$120,244
Participant contributions at end of year	2008-12-31	$48,176
Participant contributions at beginning of year	2008-12-31	$37,379
Participant contributions at end of year	2008-12-31	$0
Participant contributions at beginning of year	2008-12-31	$4,797
Assets. Other investments not covered elsewhere at end of year	2008-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2008-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2008-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2008-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2008-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2008-12-31	$0
Assets. Loans (other than to participants) at end of year	2008-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2008-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2008-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2008-12-31	$0
Other income not declared elsewhere	2008-12-31	$0
Administrative expenses (other) incurred	2008-12-31	$0
Liabilities. Value of operating payables at end of year	2008-12-31	$0
Liabilities. Value of operating payables at beginning of year	2008-12-31	$0
Total non interest bearing cash at end of year	2008-12-31	$0
Total non interest bearing cash at beginning of year	2008-12-31	$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	2008-12-31	No
Income. Non cash contributions	2008-12-31	$0
Value of net income/loss	2008-12-31	$-395,779
Value of net assets at end of year (total assets less liabilities)	2008-12-31	$864,499
Value of net assets at beginning of year (total assets less liabilities)	2008-12-31	$1,260,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2008-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2008-12-31	No
Were any leases to which the plan was party in default or uncollectible	2008-12-31	No
Assets. partnership/joint venture interests at end of year	2008-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2008-12-31	$0
Investment advisory and management fees	2008-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2008-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2008-12-31	$0
Value of interest in pooled separate accounts at end of year	2008-12-31	$610,389
Value of interest in pooled separate accounts at beginning of year	2008-12-31	$1,085,243
Interest on participant loans	2008-12-31	$2,888
Income. Interest from loans (other than to participants)	2008-12-31	$0
Interest earned on other investments	2008-12-31	$5,592
Income. Interest from US Government securities	2008-12-31	$0
Income. Interest from corporate debt instruments	2008-12-31	$0
Value of interest in master investment trust accounts at end of year	2008-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2008-12-31	$0
Value of interest in common/collective trusts at end of year	2008-12-31	$0
Value of interest in common/collective trusts at beginning of year	2008-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2008-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2008-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2008-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2008-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2008-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2008-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2008-12-31	$205,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2008-12-31	$130,993
Expenses. Payments to insurance carriers foe the provision of benefits	2008-12-31	$0
Asset value of US Government securities at end of year	2008-12-31	$0
Asset value of US Government securities at beginning of year	2008-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2008-12-31	$0
Net investment gain/loss from pooled separate accounts	2008-12-31	$-240,624
Net investment gain or loss from common/collective trusts	2008-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2008-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2008-12-31	No
Has the plan failed to provide any benefit when due under the plan	2008-12-31	No
Assets. Invements in employer securities at end of year	2008-12-31	$0
Assets. Invements in employer securities at beginning of year	2008-12-31	$0
Assets. Value of employer real property at end of year	2008-12-31	$0
Assets. Value of employer real property at beginning of year	2008-12-31	$0
Contributions received in cash from employer	2008-12-31	$47,699
Employer contributions (assets) at end of year	2008-12-31	$0
Employer contributions (assets) at beginning of year	2008-12-31	$1,866
Income. Dividends from preferred stock	2008-12-31	$0
Income. Dividends from common stock	2008-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2008-12-31	$330,495
Asset. Corporate debt instrument preferred debt at end of year	2008-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2008-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2008-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2008-12-31	$0
Contract administrator fees	2008-12-31	$1,083
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	2008-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2008-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2008-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2008-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2008-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2008-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2008-12-31	$0
Did the plan have assets held for investment	2008-12-31	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	2008-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2008-12-31	No
Aggregate proceeds on sale of assets	2008-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2008-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2008-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2008-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2008-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2008-12-31	Disclaimer
Accountancy firm name	2008-12-31	VAN ELKINS & ASSOCIATES, CPA'S
Accountancy firm EIN	2008-12-31	621017975

Form 5500 Responses for FULTON BELLOWS, LLC 401(K) PLAN

2017: FULTON BELLOWS, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: FULTON BELLOWS, LLC 401(K) 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
2015: FULTON BELLOWS, LLC 401(K) 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
2014: FULTON BELLOWS, LLC 401(K) 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
2013: FULTON BELLOWS, LLC 401(K) 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
2009: FULTON BELLOWS, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2007: FULTON BELLOWS, LLC 401(K) PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

059300J

Policy instance

Insurance contract or identification number	059300J
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-10-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

059300J

Policy instance

Insurance contract or identification number	059300J
Number of Individuals Covered	161
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $174
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	174
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	NASHVILLE REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

059300J

Policy instance

Insurance contract or identification number	059300J
Number of Individuals Covered	149
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

825853

Policy instance

Insurance contract or identification number	825853
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $4,874
Total amount of fees paid to insurance company	USD $487
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $4,874
Additional information about fees paid to insurance broker	SALES COMMISSIONS
Insurance broker organization code?	3
Amount paid for insurance broker fees	487
Insurance broker name	ERISA SERVICES

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

Policy contract number

825853

Policy instance

Insurance contract or identification number	825853
Number of Individuals Covered	118
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $6,272
Total amount of fees paid to insurance company	USD $627
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $6,272
Insurance broker organization code?	3
Amount paid for insurance broker fees	627
Additional information about fees paid to insurance broker	ADMINISTRATION FEES
Insurance broker name	ERISA SERVICES, INC

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

938284-01

Policy instance

Insurance contract or identification number	938284-01
Number of Individuals Covered	63
Insurance policy start date	2008-01-01
Insurance policy end date	2008-12-31
Total amount of commissions paid to insurance broker	USD $4,036
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 $4,036
Insurance broker organization code?	3
Insurance broker name	NFP SECURITIES INC.

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Company Name:	FULTON BELLOWS, LLC
Employer identification number (EIN):	201395049
NAIC Classification:	339900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3778559