401k Plan data: ACCELL NORTH AMERICA SAVINGS PLAN plan

ACCELL NORTH AMERICA SAVINGS PLAN 401k Plan overview

Plan Name	ACCELL NORTH AMERICA SAVINGS PLAN
Plan identification number	001

ACCELL NORTH AMERICA SAVINGS 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

ACCELL NORTH AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name: ACCELL NORTH AMERICA, INC.

Employer identification number (EIN): 208811647

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCELL NORTH AMERICA SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01 ALEXANDER VERKRUYSSEN 2020-10-14
001 2019-01-01 ALEXANDER VERKRUYSSEN 2020-10-14
001 2018-01-01 MONETTE ARMSTRONG 2019-10-08
001 2017-01-01
001 2016-01-01 JAN MAARTEN VAN DIEPEN
001 2015-01-01 JAN MAARTEN VAN DIEPEN
001 2014-01-01 JAN MAARTEN VAN DIEPEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01
001	2019-01-01	ALEXANDER VERKRUYSSEN	2020-10-14
001	2019-01-01	ALEXANDER VERKRUYSSEN	2020-10-14
001	2018-01-01	MONETTE ARMSTRONG	2019-10-08
001	2017-01-01
001	2016-01-01	JAN MAARTEN VAN DIEPEN
001	2015-01-01	JAN MAARTEN VAN DIEPEN
001	2014-01-01	JAN MAARTEN VAN DIEPEN

Plan Statistics for ACCELL NORTH AMERICA SAVINGS PLAN

401k plan membership statisitcs for ACCELL NORTH AMERICA SAVINGS PLAN

Measure Date Value
2019: ACCELL NORTH AMERICA SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
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 95
Total of all active and inactive participants 2019-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 97
Number of participants with account balances 2019-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: ACCELL NORTH AMERICA SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 99
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 106
Total of all active and inactive participants 2018-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 205
Number of participants with account balances 2018-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 13
2017: ACCELL NORTH AMERICA SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 308
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 88
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 109
Total of all active and inactive participants 2017-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 197
Number of participants with account balances 2017-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 13
2016: ACCELL NORTH AMERICA SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 277
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 154
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 154
Total of all active and inactive participants 2016-01-01 308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 308
Number of participants with account balances 2016-01-01 233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 19
2015: ACCELL NORTH AMERICA SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 303
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 127
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 146
Total of all active and inactive participants 2015-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 273
Number of participants with account balances 2015-01-01 246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 17
2014: ACCELL NORTH AMERICA SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 135
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 119
Total of all active and inactive participants 2014-01-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 254
Number of participants with account balances 2014-01-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4

Measure	Date	Value
2019: ACCELL NORTH AMERICA SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
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	95
Total of all active and inactive participants	2019-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	97
Number of participants with account balances	2019-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: ACCELL NORTH AMERICA SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	99
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	106
Total of all active and inactive participants	2018-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	205
Number of participants with account balances	2018-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	13
2017: ACCELL NORTH AMERICA SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	308
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	88
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	109
Total of all active and inactive participants	2017-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	197
Number of participants with account balances	2017-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	13
2016: ACCELL NORTH AMERICA SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	277
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	154
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	154
Total of all active and inactive participants	2016-01-01	308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	308
Number of participants with account balances	2016-01-01	233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	19
2015: ACCELL NORTH AMERICA SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	303
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	127
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	146
Total of all active and inactive participants	2015-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	273
Number of participants with account balances	2015-01-01	246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	17
2014: ACCELL NORTH AMERICA SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	135
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	119
Total of all active and inactive participants	2014-01-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	254
Number of participants with account balances	2014-01-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4

Financial Data on ACCELL NORTH AMERICA SAVINGS PLAN

Measure	Date	Value
2019 : ACCELL NORTH AMERICA SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$21,550
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$21,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$355,105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$355,105
Total income from all sources (including contributions)	2019-12-31	$2,586,064
Total income from all sources (including contributions)	2019-12-31	$2,586,064
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$8,677,247
Total of all expenses incurred	2019-12-31	$8,677,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$8,590,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$8,590,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$703,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$703,870
Value of total assets at end of year	2019-12-31	$4,688,223
Value of total assets at end of year	2019-12-31	$4,688,223
Value of total assets at beginning of year	2019-12-31	$11,112,961
Value of total assets at beginning of year	2019-12-31	$11,112,961
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$86,578
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$86,578
Total interest from all sources	2019-12-31	$41,281
Total interest from all sources	2019-12-31	$41,281
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$482,065
Contributions received from participants	2019-12-31	$482,065
Participant contributions at beginning of year	2019-12-31	$86,804
Participant contributions at beginning of year	2019-12-31	$86,804
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$54,613
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$54,613
Liabilities. Value of operating payables at end of year	2019-12-31	$130
Liabilities. Value of operating payables at end of year	2019-12-31	$130
Liabilities. Value of operating payables at beginning of year	2019-12-31	$50
Liabilities. Value of operating payables at beginning of year	2019-12-31	$50
Total non interest bearing cash at end of year	2019-12-31	$3
Total non interest bearing cash at end of year	2019-12-31	$3
Total non interest bearing cash at beginning of year	2019-12-31	$2
Total non interest bearing cash at beginning of year	2019-12-31	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-6,091,183
Value of net income/loss	2019-12-31	$-6,091,183
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,666,673
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,757,856
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,757,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,261,089
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,261,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,313,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,313,294
Interest on participant loans	2019-12-31	$3,338
Interest on participant loans	2019-12-31	$3,338
Interest earned on other investments	2019-12-31	$37,943
Interest earned on other investments	2019-12-31	$37,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$427,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$427,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,712,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,712,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,840,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,840,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$167,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$8,590,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$8,590,669
Contract administrator fees	2019-12-31	$86,578
Contract administrator fees	2019-12-31	$86,578
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$21,420
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$21,420
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$355,055
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$355,055
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDO USA LLP
Accountancy firm name	2019-12-31	BDO USA LLP
Accountancy firm EIN	2019-12-31	135381590
Accountancy firm EIN	2019-12-31	135381590
2018 : ACCELL NORTH AMERICA SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$355,105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$2,482
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,066,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,009,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$663,878
Value of total assets at end of year	2018-12-31	$11,112,961
Value of total assets at beginning of year	2018-12-31	$12,821,674
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$56,967
Total interest from all sources	2018-12-31	$36,746
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$501,978
Participant contributions at end of year	2018-12-31	$86,804
Participant contributions at beginning of year	2018-12-31	$44,545
Liabilities. Value of operating payables at end of year	2018-12-31	$50
Total non interest bearing cash at end of year	2018-12-31	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,063,818
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,757,856
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,821,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,313,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$11,482,467
Interest on participant loans	2018-12-31	$2,610
Interest earned on other investments	2018-12-31	$34,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,712,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,294,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-698,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$161,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,009,333
Contract administrator fees	2018-12-31	$56,967
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$355,055
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BDO USA LLP
Accountancy firm EIN	2018-12-31	135381590
2017 : ACCELL NORTH AMERICA SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$118
Total income from all sources (including contributions)	2017-12-31	$2,513,889
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,153,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,110,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$656,759
Value of total assets at end of year	2017-12-31	$12,821,674
Value of total assets at beginning of year	2017-12-31	$12,461,249
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$42,450
Total interest from all sources	2017-12-31	$27,499
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$492,047
Participant contributions at end of year	2017-12-31	$44,545
Participant contributions at beginning of year	2017-12-31	$98,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$360,543
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,821,674
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,461,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$11,482,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,398,603
Interest on participant loans	2017-12-31	$2,556
Interest earned on other investments	2017-12-31	$24,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,294,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,964,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,829,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$164,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,110,896
Contract administrator fees	2017-12-31	$42,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BDO USA LLP
Accountancy firm EIN	2017-12-31	135381590
2016 : ACCELL NORTH AMERICA SAVINGS 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	$118
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,233
Total income from all sources (including contributions)	2016-12-31	$1,706,190
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,175,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,135,993
Value of total corrective distributions	2016-12-31	$8,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$664,012
Value of total assets at end of year	2016-12-31	$12,461,249
Value of total assets at beginning of year	2016-12-31	$13,931,338
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$30,469
Total interest from all sources	2016-12-31	$69,498
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
Administrative expenses professional fees incurred	2016-12-31	$29,544
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$488,376
Participant contributions at end of year	2016-12-31	$98,503
Participant contributions at beginning of year	2016-12-31	$113,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$1,233
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	$-1,468,974
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$12,461,131
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$13,930,105
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	$10,398,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$11,461,122
Interest on participant loans	2016-12-31	$3,225
Interest earned on other investments	2016-12-31	$66,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,964,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,357,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$972,680
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	$175,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,135,993
Contract administrator fees	2016-12-31	$925
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 : ACCELL NORTH AMERICA SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$996,896
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$1,233
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$3,886
Total income from all sources (including contributions)	2015-12-31	$816,118
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,170,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,140,141
Value of total corrective distributions	2015-12-31	$700
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$755,248
Value of total assets at end of year	2015-12-31	$13,931,338
Value of total assets at beginning of year	2015-12-31	$14,291,673
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$29,855
Total interest from all sources	2015-12-31	$72,450
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$905
Administrative expenses professional fees incurred	2015-12-31	$28,381
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$551,914
Participant contributions at end of year	2015-12-31	$113,196
Participant contributions at beginning of year	2015-12-31	$137,144
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$23,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$1,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$3,886
Administrative expenses (other) incurred	2015-12-31	$1,474
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	$-1,354,578
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$13,930,105
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$14,287,787
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	$11,461,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$11,898,560
Interest on participant loans	2015-12-31	$4,700
Interest earned on other investments	2015-12-31	$67,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,357,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,249,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$24,487
Net investment gain/loss from pooled separate accounts	2015-12-31	$-36,972
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	$180,109
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$6,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,140,141
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 : ACCELL NORTH AMERICA SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$4,788,963
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$3,886
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$11,551
Total income from all sources (including contributions)	2014-12-31	$1,580,306
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,928,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,899,743
Value of total corrective distributions	2014-12-31	$10,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$768,467
Value of total assets at end of year	2014-12-31	$14,291,673
Value of total assets at beginning of year	2014-12-31	$10,858,843
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$18,373
Total interest from all sources	2014-12-31	$72,856
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
Administrative expenses professional fees incurred	2014-12-31	$17,597
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$457,795
Participant contributions at end of year	2014-12-31	$137,144
Participant contributions at beginning of year	2014-12-31	$27,688
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$152,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$3,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$11,551
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	$-1,348,468
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$14,287,787
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$10,847,292
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	$11,898,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,744,483
Interest on participant loans	2014-12-31	$5,625
Interest earned on other investments	2014-12-31	$67,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,249,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,086,672
Net investment gain/loss from pooled separate accounts	2014-12-31	$738,983
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	$158,122
Employer contributions (assets) at end of year	2014-12-31	$6,198
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,899,743
Contract administrator fees	2014-12-31	$776
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	BDO USA LLP
Accountancy firm EIN	2014-12-31	135381590

Form 5500 Responses for ACCELL NORTH AMERICA SAVINGS PLAN

2019: ACCELL NORTH AMERICA SAVINGS 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: ACCELL NORTH AMERICA SAVINGS 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: ACCELL NORTH AMERICA SAVINGS 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: ACCELL NORTH AMERICA SAVINGS 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: ACCELL NORTH AMERICA SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ACCELL NORTH AMERICA SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811345

Policy instance

Insurance contract or identification number	811345
Number of Individuals Covered	97
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811345

Policy instance

Insurance contract or identification number	811345
Number of Individuals Covered	205
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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?	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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811345

Policy instance

Insurance contract or identification number	811345
Number of Individuals Covered	197
Insurance policy start date	2017-03-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PH9800

Policy instance

Insurance contract or identification number	PH9800
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $12,788
Total amount of fees paid to insurance company	USD $3,109
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
Commission paid to Insurance Broker	USD $12,788
Insurance broker organization code?	3
Amount paid for insurance broker fees	3109
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker name	UNITED RETIREMENT PLAN CONSULTANTS

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PH9800

Policy instance

Insurance contract or identification number	PH9800
Number of Individuals Covered	288
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $36,528
Total amount of fees paid to insurance company	USD $7,331
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 $36,528
Insurance broker organization code?	3
Amount paid for insurance broker fees	7331
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker name	UNITED RETIREMENT PLAN CONSULTANTS

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

Policy contract number

940387-01

Policy instance

Insurance contract or identification number	940387-01
Number of Individuals Covered	10
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-41-G514/44-

Policy instance

Insurance contract or identification number	GAP-41-G514/44-
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 $2,271
Total amount of fees paid to insurance company	USD $550
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?	Yes
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 $2,271
Amount paid for insurance broker fees	550
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO ADVISORS

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PH9800

Policy instance

Insurance contract or identification number	PH9800
Number of Individuals Covered	257
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $34,711
Total amount of fees paid to insurance company	USD $6,621
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 $34,711
Insurance broker organization code?	3
Amount paid for insurance broker fees	6621
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker name	UNITED RETIREMENT PLAN CONSULTANTS

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Company Name:	ACCELL NORTH AMERICA, INC.
Employer identification number (EIN):	208811647
NAIC Classification:	332900