401k Plan data: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD plan

GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 401k Plan overview

Plan Name	GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD
Plan identification number	504

GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Temporary disability (accident and sickness) Long-term disability cover Severance pay Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

CURTIS INDUSTRIES, LLC has sponsored the creation of one or more 401k plans.

Company Name: CURTIS INDUSTRIES, LLC

Employer identification number (EIN): 204148259

NAIC Classification: 332900

Additional information about CURTIS INDUSTRIES, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4081899

More information about CURTIS INDUSTRIES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
504 2022-09-01
504 2021-09-01
504 2020-09-01
504 2019-09-01
504 2018-09-01
504 2017-09-01 STEVEN LEBLANC STEVEN LEBLANC 2018-10-24
504 2016-09-01 STEVEN LEBLANC STEVEN LEBLANC 2017-10-02
504 2015-09-01 STEVEN LEBLANC STEVEN LEBLANC 2016-11-18
504 2014-09-01 STEVEN LEBLANC STEVEN LEBLANC 2015-10-16
504 2013-09-01 STEVEN M. LEBLANC
504 2008-09-01 ANTHONY SINKEWICH
504 2008-09-01 ANTHONY SINKEWICH

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
504	2022-09-01
504	2021-09-01
504	2020-09-01
504	2019-09-01
504	2018-09-01
504	2017-09-01	STEVEN LEBLANC	STEVEN LEBLANC	2018-10-24
504	2016-09-01	STEVEN LEBLANC	STEVEN LEBLANC	2017-10-02
504	2015-09-01	STEVEN LEBLANC	STEVEN LEBLANC	2016-11-18
504	2014-09-01	STEVEN LEBLANC	STEVEN LEBLANC	2015-10-16
504	2013-09-01	STEVEN M. LEBLANC
504	2008-09-01	ANTHONY SINKEWICH
504	2008-09-01	ANTHONY SINKEWICH

Plan Statistics for GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD

401k plan membership statisitcs for GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD

Measure Date Value
2022: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2022 401k membership
Total participants, beginning-of-year 2022-09-01 130
Total number of active participants reported on line 7a of the Form 5500 2022-09-01 125
Total of all active and inactive participants 2022-09-01 125
Total participants 2022-09-01 125
2021: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2021 401k membership
Total participants, beginning-of-year 2021-09-01 107
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 130
Total of all active and inactive participants 2021-09-01 130
Total participants 2021-09-01 130
2020: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2020 401k membership
Total participants, beginning-of-year 2020-09-01 118
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 107
Total of all active and inactive participants 2020-09-01 107
Total participants 2020-09-01 107
2019: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2019 401k membership
Total participants, beginning-of-year 2019-09-01 127
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 118
Number of retired or separated participants receiving benefits 2019-09-01 1
Total of all active and inactive participants 2019-09-01 119
Total participants 2019-09-01 119
2018: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2018 401k membership
Total participants, beginning-of-year 2018-09-01 126
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 125
Number of retired or separated participants receiving benefits 2018-09-01 2
Number of other retired or separated participants entitled to future benefits 2018-09-01 0
Total of all active and inactive participants 2018-09-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-09-01 0
Total participants 2018-09-01 127
Number of participants with account balances 2018-09-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-09-01 0
2017: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2017 401k membership
Total participants, beginning-of-year 2017-09-01 111
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 126
Number of retired or separated participants receiving benefits 2017-09-01 1
Total of all active and inactive participants 2017-09-01 127
Total participants 2017-09-01 127
2016: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2016 401k membership
Total participants, beginning-of-year 2016-09-01 119
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 111
Number of retired or separated participants receiving benefits 2016-09-01 1
Total of all active and inactive participants 2016-09-01 112
Total participants 2016-09-01 112
2015: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2015 401k membership
Total participants, beginning-of-year 2015-09-01 126
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 119
Number of retired or separated participants receiving benefits 2015-09-01 1
Number of other retired or separated participants entitled to future benefits 2015-09-01 0
Total of all active and inactive participants 2015-09-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 120
Number of participants with account balances 2015-09-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 0
Number of employers contributing to the scheme 2015-09-01 0
2014: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2014 401k membership
Total participants, beginning-of-year 2014-09-01 117
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 126
Number of retired or separated participants receiving benefits 2014-09-01 1
Number of other retired or separated participants entitled to future benefits 2014-09-01 0
Total of all active and inactive participants 2014-09-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 0
Total participants 2014-09-01 127
Number of participants with account balances 2014-09-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
Number of employers contributing to the scheme 2014-09-01 0
2013: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2013 401k membership
Total participants, beginning-of-year 2013-09-01 119
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 115
Total of all active and inactive participants 2013-09-01 115
2008: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2008 401k membership
Total participants, beginning-of-year 2008-09-01 166
Total number of active participants reported on line 7a of the Form 5500 2008-09-01 124
Number of retired or separated participants receiving benefits 2008-09-01 0
Number of other retired or separated participants entitled to future benefits 2008-09-01 0
Total of all active and inactive participants 2008-09-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-09-01 0
Total participants 2008-09-01 124

Measure	Date	Value
2022: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2022 401k membership
Total participants, beginning-of-year	2022-09-01	130
Total number of active participants reported on line 7a of the Form 5500	2022-09-01	125
Total of all active and inactive participants	2022-09-01	125
Total participants	2022-09-01	125
2021: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2021 401k membership
Total participants, beginning-of-year	2021-09-01	107
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	130
Total of all active and inactive participants	2021-09-01	130
Total participants	2021-09-01	130
2020: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2020 401k membership
Total participants, beginning-of-year	2020-09-01	118
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	107
Total of all active and inactive participants	2020-09-01	107
Total participants	2020-09-01	107
2019: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2019 401k membership
Total participants, beginning-of-year	2019-09-01	127
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	118
Number of retired or separated participants receiving benefits	2019-09-01	1
Total of all active and inactive participants	2019-09-01	119
Total participants	2019-09-01	119
2018: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2018 401k membership
Total participants, beginning-of-year	2018-09-01	126
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	125
Number of retired or separated participants receiving benefits	2018-09-01	2
Number of other retired or separated participants entitled to future benefits	2018-09-01	0
Total of all active and inactive participants	2018-09-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-09-01	0
Total participants	2018-09-01	127
Number of participants with account balances	2018-09-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-09-01	0
2017: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2017 401k membership
Total participants, beginning-of-year	2017-09-01	111
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	126
Number of retired or separated participants receiving benefits	2017-09-01	1
Total of all active and inactive participants	2017-09-01	127
Total participants	2017-09-01	127
2016: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2016 401k membership
Total participants, beginning-of-year	2016-09-01	119
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	111
Number of retired or separated participants receiving benefits	2016-09-01	1
Total of all active and inactive participants	2016-09-01	112
Total participants	2016-09-01	112
2015: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2015 401k membership
Total participants, beginning-of-year	2015-09-01	126
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	119
Number of retired or separated participants receiving benefits	2015-09-01	1
Number of other retired or separated participants entitled to future benefits	2015-09-01	0
Total of all active and inactive participants	2015-09-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	120
Number of participants with account balances	2015-09-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	0
Number of employers contributing to the scheme	2015-09-01	0
2014: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2014 401k membership
Total participants, beginning-of-year	2014-09-01	117
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	126
Number of retired or separated participants receiving benefits	2014-09-01	1
Number of other retired or separated participants entitled to future benefits	2014-09-01	0
Total of all active and inactive participants	2014-09-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	0
Total participants	2014-09-01	127
Number of participants with account balances	2014-09-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
Number of employers contributing to the scheme	2014-09-01	0
2013: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2013 401k membership
Total participants, beginning-of-year	2013-09-01	119
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	115
Total of all active and inactive participants	2013-09-01	115
2008: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2008 401k membership
Total participants, beginning-of-year	2008-09-01	166
Total number of active participants reported on line 7a of the Form 5500	2008-09-01	124
Number of retired or separated participants receiving benefits	2008-09-01	0
Number of other retired or separated participants entitled to future benefits	2008-09-01	0
Total of all active and inactive participants	2008-09-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-09-01	0
Total participants	2008-09-01	124

Financial Data on GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD

Measure	Date	Value
2023 : GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-08-31	$0
Total income from all sources (including contributions)	2023-08-31	$0
Total loss/gain on sale of assets	2023-08-31	$0
Total of all expenses incurred	2023-08-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-08-31	$0
Value of total assets at end of year	2023-08-31	$0
Value of total assets at beginning of year	2023-08-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-08-31	$0
Total interest from all sources	2023-08-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-08-31	No
Was this plan covered by a fidelity bond	2023-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-08-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-08-31	No
Value of net income/loss	2023-08-31	$0
Value of net assets at end of year (total assets less liabilities)	2023-08-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-08-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-08-31	No
Were any leases to which the plan was party in default or uncollectible	2023-08-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-08-31	No
Was there a failure to transmit to the plan any participant contributions	2023-08-31	No
Has the plan failed to provide any benefit when due under the plan	2023-08-31	No
Did the plan have assets held for investment	2023-08-31	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	2023-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-08-31	No
2022 : GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total income from all sources (including contributions)	2022-08-31	$0
Total loss/gain on sale of assets	2022-08-31	$0
Total of all expenses incurred	2022-08-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-31	$0
Value of total assets at end of year	2022-08-31	$0
Value of total assets at beginning of year	2022-08-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-31	$0
Total interest from all sources	2022-08-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-31	No
Was this plan covered by a fidelity bond	2022-08-31	No
If this is an individual account plan, was there a blackout period	2022-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-08-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Value of net income/loss	2022-08-31	$0
Value of net assets at end of year (total assets less liabilities)	2022-08-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-08-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-08-31	No
Were any leases to which the plan was party in default or uncollectible	2022-08-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-08-31	No
Was there a failure to transmit to the plan any participant contributions	2022-08-31	No
Has the plan failed to provide any benefit when due under the plan	2022-08-31	No
Did the plan have assets held for investment	2022-08-31	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	2022-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-08-31	No
2021 : GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total income from all sources (including contributions)	2021-08-31	$0
Total loss/gain on sale of assets	2021-08-31	$0
Total of all expenses incurred	2021-08-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-08-31	$0
Value of total assets at end of year	2021-08-31	$0
Value of total assets at beginning of year	2021-08-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-08-31	$0
Total interest from all sources	2021-08-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-08-31	No
Was this plan covered by a fidelity bond	2021-08-31	No
If this is an individual account plan, was there a blackout period	2021-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-08-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Value of net income/loss	2021-08-31	$0
Value of net assets at end of year (total assets less liabilities)	2021-08-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-08-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-08-31	No
Were any leases to which the plan was party in default or uncollectible	2021-08-31	No
Was there a failure to transmit to the plan any participant contributions	2021-08-31	No
Has the plan failed to provide any benefit when due under the plan	2021-08-31	No
Did the plan have assets held for investment	2021-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-08-31	No
2020 : GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-08-31	$0
Total unrealized appreciation/depreciation of assets	2020-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total income from all sources (including contributions)	2020-08-31	$0
Total income from all sources (including contributions)	2020-08-31	$0
Total loss/gain on sale of assets	2020-08-31	$0
Total loss/gain on sale of assets	2020-08-31	$0
Total of all expenses incurred	2020-08-31	$0
Total of all expenses incurred	2020-08-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-31	$0
Value of total assets at end of year	2020-08-31	$0
Value of total assets at end of year	2020-08-31	$0
Value of total assets at beginning of year	2020-08-31	$0
Value of total assets at beginning of year	2020-08-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$0
Total interest from all sources	2020-08-31	$0
Total interest from all sources	2020-08-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-08-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	No
Was this plan covered by a fidelity bond	2020-08-31	No
Was this plan covered by a fidelity bond	2020-08-31	No
If this is an individual account plan, was there a blackout period	2020-08-31	No
If this is an individual account plan, was there a blackout period	2020-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Value of net income/loss	2020-08-31	$0
Value of net income/loss	2020-08-31	$0
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$0
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	No
Was there a failure to transmit to the plan any participant contributions	2020-08-31	No
Was there a failure to transmit to the plan any participant contributions	2020-08-31	No
Has the plan failed to provide any benefit when due under the plan	2020-08-31	No
Has the plan failed to provide any benefit when due under the plan	2020-08-31	No
Did the plan have assets held for investment	2020-08-31	No
Did the plan have assets held for investment	2020-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	No
2018 : GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Total income from all sources (including contributions)	2018-08-31	$0
Total loss/gain on sale of assets	2018-08-31	$0
Total of all expenses incurred	2018-08-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$0
Value of total assets at end of year	2018-08-31	$0
Value of total assets at beginning of year	2018-08-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$0
Total interest from all sources	2018-08-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-08-31	No
Was this plan covered by a fidelity bond	2018-08-31	No
If this is an individual account plan, was there a blackout period	2018-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Value of net income/loss	2018-08-31	$0
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-08-31	No
Were any leases to which the plan was party in default or uncollectible	2018-08-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-08-31	No
Was there a failure to transmit to the plan any participant contributions	2018-08-31	No
Has the plan failed to provide any benefit when due under the plan	2018-08-31	No
Did the plan have assets held for investment	2018-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-08-31	No
2017 : GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total income from all sources (including contributions)	2017-08-31	$0
Total loss/gain on sale of assets	2017-08-31	$0
Total of all expenses incurred	2017-08-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$0
Value of total assets at end of year	2017-08-31	$0
Value of total assets at beginning of year	2017-08-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$0
Total interest from all sources	2017-08-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-08-31	No
Was this plan covered by a fidelity bond	2017-08-31	No
If this is an individual account plan, was there a blackout period	2017-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Value of net income/loss	2017-08-31	$0
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-08-31	No
Were any leases to which the plan was party in default or uncollectible	2017-08-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	No
Was there a failure to transmit to the plan any participant contributions	2017-08-31	No
Has the plan failed to provide any benefit when due under the plan	2017-08-31	No
Did the plan have assets held for investment	2017-08-31	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	2017-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-08-31	No
2016 : GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total income from all sources (including contributions)	2016-08-31	$0
Total loss/gain on sale of assets	2016-08-31	$0
Total of all expenses incurred	2016-08-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$0
Value of total assets at end of year	2016-08-31	$0
Value of total assets at beginning of year	2016-08-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-31	$0
Total interest from all sources	2016-08-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Was this plan covered by a fidelity bond	2016-08-31	No
If this is an individual account plan, was there a blackout period	2016-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Value of net income/loss	2016-08-31	$0
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	No
Was there a failure to transmit to the plan any participant contributions	2016-08-31	No
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Did the plan have assets held for investment	2016-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	No
2015 : GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$0
Total income from all sources (including contributions)	2015-08-31	$0
Total loss/gain on sale of assets	2015-08-31	$0
Total of all expenses incurred	2015-08-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-08-31	$0
Value of total assets at end of year	2015-08-31	$0
Value of total assets at beginning of year	2015-08-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-08-31	$0
Total interest from all sources	2015-08-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-08-31	$0
Was this plan covered by a fidelity bond	2015-08-31	No
If this is an individual account plan, was there a blackout period	2015-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-08-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Value of net income/loss	2015-08-31	$0
Value of net assets at end of year (total assets less liabilities)	2015-08-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-08-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-08-31	No
Were any leases to which the plan was party in default or uncollectible	2015-08-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-08-31	No
Was there a failure to transmit to the plan any participant contributions	2015-08-31	No
Has the plan failed to provide any benefit when due under the plan	2015-08-31	No
Did the plan have assets held for investment	2015-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-08-31	No
2014 : GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2014 401k financial data
Total income from all sources (including contributions)	2014-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-08-31	No
Was this plan covered by a fidelity bond	2014-08-31	No
If this is an individual account plan, was there a blackout period	2014-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-08-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Value of net assets at end of year (total assets less liabilities)	2014-08-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-08-31	No
Were any leases to which the plan was party in default or uncollectible	2014-08-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-08-31	No
Was there a failure to transmit to the plan any participant contributions	2014-08-31	No
Has the plan failed to provide any benefit when due under the plan	2014-08-31	No
Did the plan have assets held for investment	2014-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-08-31	No

Form 5500 Responses for GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD

2022: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2022 form 5500 responses
2022-09-01	Type of plan entity	Single employer plan
2022-09-01	Submission has been amended	No
2022-09-01	This submission is the final filing	No
2022-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-09-01	Plan is a collectively bargained plan	No
2022-09-01	Plan funding arrangement – Insurance	Yes
2022-09-01	Plan benefit arrangement – Insurance	Yes
2021: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2021 form 5500 responses
2021-09-01	Type of plan entity	Single employer plan
2021-09-01	Submission has been amended	No
2021-09-01	This submission is the final filing	No
2021-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-09-01	Plan is a collectively bargained plan	No
2021-09-01	Plan funding arrangement – Insurance	Yes
2021-09-01	Plan benefit arrangement – Insurance	Yes
2020: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2020 form 5500 responses
2020-09-01	Type of plan entity	Single employer plan
2020-09-01	Submission has been amended	No
2020-09-01	This submission is the final filing	No
2020-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-09-01	Plan is a collectively bargained plan	No
2020-09-01	Plan funding arrangement – Insurance	Yes
2020-09-01	Plan benefit arrangement – Insurance	Yes
2019: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2019 form 5500 responses
2019-09-01	Type of plan entity	Single employer plan
2019-09-01	Submission has been amended	No
2019-09-01	This submission is the final filing	No
2019-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-09-01	Plan is a collectively bargained plan	No
2019-09-01	Plan funding arrangement – Insurance	Yes
2019-09-01	Plan benefit arrangement – Insurance	Yes
2018: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	Submission has been amended	No
2018-09-01	This submission is the final filing	No
2018-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-09-01	Plan is a collectively bargained plan	No
2018-09-01	Plan funding arrangement – Insurance	Yes
2018-09-01	Plan benefit arrangement – Insurance	Yes
2017: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	Submission has been amended	No
2017-09-01	This submission is the final filing	No
2017-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-09-01	Plan is a collectively bargained plan	No
2017-09-01	Plan funding arrangement – Insurance	Yes
2017-09-01	Plan benefit arrangement – Insurance	Yes
2016: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Submission has been amended	No
2016-09-01	This submission is the final filing	No
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Insurance	Yes
2016-09-01	Plan benefit arrangement – Insurance	Yes
2015: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	No
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Insurance	Yes
2015-09-01	Plan benefit arrangement – Insurance	Yes
2014: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Insurance	Yes
2014-09-01	Plan benefit arrangement – Insurance	Yes
2013: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Plan funding arrangement – Insurance	Yes
2013-09-01	Plan benefit arrangement – Insurance	Yes
2008: GUARDIAN GROUP INSURANCE ADD, LIFE, LTD, STD 2008 form 5500 responses
2008-09-01	Type of plan entity	Single employer plan
2008-09-01	Submission has been amended	No
2008-09-01	This submission is the final filing	No
2008-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-09-01	Plan is a collectively bargained plan	No
2008-09-01	Plan funding arrangement – Insurance	Yes
2008-09-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

1098141

Policy instance

Insurance contract or identification number	1098141
Number of Individuals Covered	125
Insurance policy start date	2022-09-01
Insurance policy end date	2023-08-31
Total amount of commissions paid to insurance broker	USD $9,552
Total amount of fees paid to insurance company	USD $3,267
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,512
Insurance broker organization code?	3
Amount paid for insurance broker fees	3267
Additional information about fees paid to insurance broker	BONUS

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

1098141

Policy instance

Insurance contract or identification number	1098141
Number of Individuals Covered	130
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Total amount of commissions paid to insurance broker	USD $5,273
Total amount of fees paid to insurance company	USD $2,448
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
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 $5,273
Amount paid for insurance broker fees	2448
Additional information about fees paid to insurance broker	BONUS
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

1098141

Policy instance

Insurance contract or identification number	1098141
Number of Individuals Covered	107
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $4,577
Total amount of fees paid to insurance company	USD $2,160
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
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 $4,577
Amount paid for insurance broker fees	2160
Additional information about fees paid to insurance broker	BONUS
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

1098141

Policy instance

Insurance contract or identification number	1098141
Number of Individuals Covered	118
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $5,955
Total amount of fees paid to insurance company	USD $2,380
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
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 $5,955
Amount paid for insurance broker fees	2380
Additional information about fees paid to insurance broker	BONUS
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

1098141

Policy instance

Insurance contract or identification number	1098141
Number of Individuals Covered	125
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $7,635
Total amount of fees paid to insurance company	USD $3,420
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
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 $6,161
Amount paid for insurance broker fees	2716
Additional information about fees paid to insurance broker	BONUS
Insurance broker organization code?	3

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

00417285

Policy instance

Insurance contract or identification number	00417285
Number of Individuals Covered	126
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Total amount of commissions paid to insurance broker	USD $10,989
Total amount of fees paid to insurance company	USD $4,073
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
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 $10,989
Amount paid for insurance broker fees	4073
Insurance broker organization code?	3
Insurance broker name	USI INSURANCE SERVICES NATIONAL

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Company Name:	CURTIS INDUSTRIES, LLC
Employer identification number (EIN):	204148259
NAIC Classification:	332900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4081899