401k Plan data: LEE REEDY, INC. 401(K) PLAN plan

LEE REEDY, INC. 401(K) PLAN 401k Plan overview

Plan Name	LEE REEDY, INC. 401(K) PLAN
Plan identification number	001

LEE REEDY, INC. 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.
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

LEE REEDY, INC. has sponsored the creation of one or more 401k plans.

Company Name: LEE REEDY, INC.

Employer identification number (EIN): 201415487

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE REEDY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 ANGIE KRUEGER 2022-10-17
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KELLY REEDY
001 2016-01-01 KELLY REEDY
001 2015-01-01 KELLY REEDY
001 2014-01-01 KELLY REEDY 2015-07-15
001 2013-01-01 KELLY REEDY 2014-07-24
001 2012-01-01 KELLY REEDY 2013-10-01
001 2011-01-01 KELLY REEDY 2012-10-09
001 2010-01-01 KELLY REEDY 2011-09-13 KELLY REEDY 2011-09-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01	ANGIE KRUEGER	2022-10-17
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	KELLY REEDY
001	2016-01-01	KELLY REEDY
001	2015-01-01	KELLY REEDY
001	2014-01-01	KELLY REEDY	2015-07-15
001	2013-01-01	KELLY REEDY	2014-07-24
001	2012-01-01	KELLY REEDY	2013-10-01
001	2011-01-01	KELLY REEDY	2012-10-09
001	2010-01-01	KELLY REEDY	2011-09-13	KELLY REEDY	2011-09-13

Plan Statistics for LEE REEDY, INC. 401(K) PLAN

401k plan membership statisitcs for LEE REEDY, INC. 401(K) PLAN

Measure Date Value
2020: LEE REEDY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 20
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 14
Total of all active and inactive participants 2020-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 34
Number of participants with account balances 2020-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LEE REEDY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 16
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 22
Total of all active and inactive participants 2019-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 39
Number of participants with account balances 2019-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LEE REEDY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 20
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 19
Total of all active and inactive participants 2018-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 40
Number of participants with account balances 2018-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LEE REEDY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 20
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 16
Total of all active and inactive participants 2017-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 36
Number of participants with account balances 2017-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LEE REEDY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 20
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 12
Total of all active and inactive participants 2016-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 32
Number of participants with account balances 2016-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LEE REEDY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 23
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 9
Total of all active and inactive participants 2015-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 32
Number of participants with account balances 2015-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2020: LEE REEDY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	20
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	14
Total of all active and inactive participants	2020-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	34
Number of participants with account balances	2020-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LEE REEDY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	16
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	22
Total of all active and inactive participants	2019-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	39
Number of participants with account balances	2019-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LEE REEDY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	20
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	19
Total of all active and inactive participants	2018-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	40
Number of participants with account balances	2018-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LEE REEDY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	20
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	16
Total of all active and inactive participants	2017-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	36
Number of participants with account balances	2017-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LEE REEDY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	20
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	12
Total of all active and inactive participants	2016-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	32
Number of participants with account balances	2016-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LEE REEDY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	23
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	9
Total of all active and inactive participants	2015-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	32
Number of participants with account balances	2015-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on LEE REEDY, INC. 401(K) PLAN

Measure	Date	Value
2020 : LEE REEDY, INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$244,428
Expenses. Total of all expenses incurred	2020-12-31	$596,671
Benefits paid (including direct rollovers)	2020-12-31	$568,791
Total plan assets at end of year	2020-12-31	$1,779,538
Total plan assets at beginning of year	2020-12-31	$2,131,781
Value of fidelity bond covering the plan	2020-12-31	$600,000
Total contributions received or receivable from participants	2020-12-31	$118,446
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$13,514
Other income received	2020-12-31	$41,165
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-352,243
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,779,538
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,131,781
Assets. Value of participant loans	2020-12-31	$2,830
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$599,475
Total contributions received or receivable from employer(s)	2020-12-31	$71,303
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$27,880
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : LEE REEDY, INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$455,906
Expenses. Total of all expenses incurred	2019-12-31	$108,162
Benefits paid (including direct rollovers)	2019-12-31	$77,461
Total plan assets at end of year	2019-12-31	$2,131,781
Total plan assets at beginning of year	2019-12-31	$1,784,037
Value of fidelity bond covering the plan	2019-12-31	$600,000
Total contributions received or receivable from participants	2019-12-31	$107,121
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$13,514
Other income received	2019-12-31	$266,571
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$347,744
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,131,781
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,784,037
Assets. Value of participant loans	2019-12-31	$42,787
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$586,432
Total contributions received or receivable from employer(s)	2019-12-31	$68,700
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$30,701
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : LEE REEDY, INC. 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$15,376
Total income from all sources	2018-12-31	$183,236
Expenses. Total of all expenses incurred	2018-12-31	$86,126
Benefits paid (including direct rollovers)	2018-12-31	$62,332
Total plan assets at end of year	2018-12-31	$1,784,037
Total plan assets at beginning of year	2018-12-31	$1,702,303
Value of fidelity bond covering the plan	2018-12-31	$600,000
Total contributions received or receivable from participants	2018-12-31	$115,806
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$846
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$97,110
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,784,037
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,686,927
Assets. Value of participant loans	2018-12-31	$44,651
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$627,244
Total contributions received or receivable from employer(s)	2018-12-31	$66,584
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$23,794
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : LEE REEDY, INC. 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$15,376
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$358,508
Expenses. Total of all expenses incurred	2017-12-31	$49,187
Benefits paid (including direct rollovers)	2017-12-31	$31,527
Total plan assets at end of year	2017-12-31	$1,702,303
Total plan assets at beginning of year	2017-12-31	$1,377,606
Value of fidelity bond covering the plan	2017-12-31	$616,000
Total contributions received or receivable from participants	2017-12-31	$115,004
Other income received	2017-12-31	$173,522
Net income (gross income less expenses)	2017-12-31	$309,321
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,686,927
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,377,606
Assets. Value of participant loans	2017-12-31	$3,844
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$583,109
Total contributions received or receivable from employer(s)	2017-12-31	$69,982
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$17,660
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : LEE REEDY, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$251,663
Expenses. Total of all expenses incurred	2016-12-31	$64,341
Benefits paid (including direct rollovers)	2016-12-31	$54,679
Total plan assets at end of year	2016-12-31	$1,377,606
Total plan assets at beginning of year	2016-12-31	$1,190,284
Value of fidelity bond covering the plan	2016-12-31	$610,000
Total contributions received or receivable from participants	2016-12-31	$102,493
Other income received	2016-12-31	$80,615
Net income (gross income less expenses)	2016-12-31	$187,322
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,377,606
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,190,284
Assets. Value of participant loans	2016-12-31	$12,378
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$530,381
Total contributions received or receivable from employer(s)	2016-12-31	$68,555
Value of corrective distributions	2016-12-31	$3,309
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$6,353
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : LEE REEDY, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$150,189
Expenses. Total of all expenses incurred	2015-12-31	$14,940
Benefits paid (including direct rollovers)	2015-12-31	$6,826
Total plan assets at end of year	2015-12-31	$1,190,284
Total plan assets at beginning of year	2015-12-31	$1,055,035
Value of fidelity bond covering the plan	2015-12-31	$45,000
Total contributions received or receivable from participants	2015-12-31	$88,837
Contributions received from other sources (not participants or employers)	2015-12-31	$23,170
Other income received	2015-12-31	$-30,706
Net income (gross income less expenses)	2015-12-31	$135,249
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,190,284
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,055,035
Assets. Value of participant loans	2015-12-31	$23,642
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$512,626
Total contributions received or receivable from employer(s)	2015-12-31	$68,888
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$8,114
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for LEE REEDY, INC. 401(K) PLAN

2020: LEE REEDY, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
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: LEE REEDY, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – 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: LEE REEDY, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – 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: LEE REEDY, INC. 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	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LEE REEDY, INC. 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
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LEE REEDY, INC. 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
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

336122-01

Policy instance

Insurance contract or identification number	336122-01
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

336122-01

Policy instance

Insurance contract or identification number	336122-01
Number of Individuals Covered	3
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

336122-01

Policy instance

Insurance contract or identification number	336122-01
Number of Individuals Covered	2
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

336122-01

Policy instance

Insurance contract or identification number	336122-01
Number of Individuals Covered	3
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL

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

Policy contract number

336122-01

Policy instance

Insurance contract or identification number	336122-01
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL

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Company Name:	LEE REEDY, INC.
Employer identification number (EIN):	201415487
NAIC Classification:	541800