401k Plan data: HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN plan

HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN 401k Plan overview

Plan Name	HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN
Plan identification number	001

HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HANLON INVESTMENT MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: HANLON INVESTMENT MANAGEMENT, INC.

Employer identification number (EIN): 223723068

NAIC Classification: 523110
NAIC Description: Investment Banking and Securities Dealing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01 SEAN HANLON 2021-10-13 SEAN HANLON 2021-10-13
001 2019-01-01 SEAN HANLON 2020-10-12 SEAN HANLON 2020-10-12
001 2018-01-01 SEAN HANLON 2019-10-10 SEAN HANLON 2019-10-10
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 SEAN HANLON 2013-07-30 SEAN HANLON 2013-07-30
001 2011-01-01 SEAN HANLON 2012-07-24 SEAN HANLON 2012-07-24
001 2010-01-01 SEAN HANLON 2011-10-28 SEAN HANLON 2011-10-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01	SEAN HANLON	2021-10-13	SEAN HANLON	2021-10-13
001	2019-01-01	SEAN HANLON	2020-10-12	SEAN HANLON	2020-10-12
001	2018-01-01	SEAN HANLON	2019-10-10	SEAN HANLON	2019-10-10
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	SEAN HANLON	2013-07-30	SEAN HANLON	2013-07-30
001	2011-01-01	SEAN HANLON	2012-07-24	SEAN HANLON	2012-07-24
001	2010-01-01	SEAN HANLON	2011-10-28	SEAN HANLON	2011-10-28

Plan Statistics for HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN

401k plan membership statisitcs for HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN

Measure Date Value
2020: HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 25
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 58
Total of all active and inactive participants 2020-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 83
Number of participants with account balances 2020-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 87
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 53
Total of all active and inactive participants 2019-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 140
Number of participants with account balances 2019-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 112
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 60
Total of all active and inactive participants 2018-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 172
Number of participants with account balances 2018-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 116
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 58
Total of all active and inactive participants 2017-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 174
Number of participants with account balances 2017-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 17
2016: HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 122
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 40
Total of all active and inactive participants 2016-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 162
Number of participants with account balances 2016-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 12
2015: HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 116
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 33
Total of all active and inactive participants 2015-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 149
Number of participants with account balances 2015-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 12
2014: HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 110
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 13
Total of all active and inactive participants 2014-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 123
Number of participants with account balances 2014-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 14

Measure	Date	Value
2020: HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	25
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	58
Total of all active and inactive participants	2020-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	83
Number of participants with account balances	2020-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	87
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	53
Total of all active and inactive participants	2019-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	140
Number of participants with account balances	2019-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	112
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	60
Total of all active and inactive participants	2018-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	172
Number of participants with account balances	2018-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	116
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	58
Total of all active and inactive participants	2017-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	174
Number of participants with account balances	2017-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	17
2016: HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	122
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	40
Total of all active and inactive participants	2016-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	162
Number of participants with account balances	2016-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	12
2015: HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	116
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	33
Total of all active and inactive participants	2015-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	149
Number of participants with account balances	2015-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	12
2014: HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	110
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	13
Total of all active and inactive participants	2014-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	123
Number of participants with account balances	2014-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	14

Financial Data on HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN

Measure	Date	Value
2020 : HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,614,396
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,236,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,180,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$519,234
Value of total assets at end of year	2020-12-31	$7,571,552
Value of total assets at beginning of year	2020-12-31	$9,193,166
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$55,091
Total interest from all sources	2020-12-31	$4,319
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$15,010
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$447,446
Participant contributions at end of year	2020-12-31	$94,714
Participant contributions at beginning of year	2020-12-31	$83,959
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-1,621,614
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,571,552
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,193,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,024,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,421,568
Interest on participant loans	2020-12-31	$4,284
Interest earned on other investments	2020-12-31	$35
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$438,368
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$448,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$448,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$14,316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$13,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,090,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$71,788
Employer contributions (assets) at beginning of year	2020-12-31	$225,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,180,919
Contract administrator fees	2020-12-31	$40,081
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HOLMAN FRENIA ALLISON, P.C.
Accountancy firm EIN	2020-12-31	223480145
2019 : HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN 2019 401k financial data
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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,404,387
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,597,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,537,986
Expenses. Certain deemed distributions of participant loans	2019-12-31	$5,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$749,128
Value of total assets at end of year	2019-12-31	$9,193,166
Value of total assets at beginning of year	2019-12-31	$8,386,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$54,303
Total interest from all sources	2019-12-31	$5,262
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	No
Administrative expenses professional fees incurred	2019-12-31	$13,929
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$515,662
Participant contributions at end of year	2019-12-31	$83,959
Participant contributions at beginning of year	2019-12-31	$108,098
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$7,923
Administrative expenses (other) incurred	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$806,403
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,193,166
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,386,763
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 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	$8,421,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,766,200
Interest on participant loans	2019-12-31	$5,052
Interest earned on other investments	2019-12-31	$210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$448,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,247,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,247,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$13,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$13,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,649,997
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
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	$225,543
Employer contributions (assets) at end of year	2019-12-31	$225,543
Employer contributions (assets) at beginning of year	2019-12-31	$251,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,537,986
Contract administrator fees	2019-12-31	$40,374
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HOLMAN FRENIA ALLISON, P.C.
Accountancy firm EIN	2019-12-31	223480145
2018 : HANLON INVESTMENT MANAGEMENT, INC. PENSION 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	$0
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	$364,228
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$655,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$602,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$816,748
Value of total assets at end of year	2018-12-31	$8,386,763
Value of total assets at beginning of year	2018-12-31	$8,677,645
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$52,231
Total interest from all sources	2018-12-31	$5,559
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
Administrative expenses professional fees incurred	2018-12-31	$13,115
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$564,758
Participant contributions at end of year	2018-12-31	$108,098
Participant contributions at beginning of year	2018-12-31	$93,524
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-290,882
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,386,763
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,677,645
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	$6,766,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,334,061
Interest on participant loans	2018-12-31	$5,320
Interest earned on other investments	2018-12-31	$239
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,247,391
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$976,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$976,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$13,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$12,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-458,079
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	$251,990
Employer contributions (assets) at end of year	2018-12-31	$251,990
Employer contributions (assets) at beginning of year	2018-12-31	$261,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$602,879
Contract administrator fees	2018-12-31	$39,116
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	HOLMAN FRENIA ALLISON, P.C.
Accountancy firm EIN	2018-12-31	223480145
2017 : HANLON INVESTMENT MANAGEMENT, INC. PENSION 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	$0
Total income from all sources (including contributions)	2017-12-31	$2,318,387
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$825,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$781,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,255,143
Value of total assets at end of year	2017-12-31	$8,677,645
Value of total assets at beginning of year	2017-12-31	$7,185,255
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$44,380
Total interest from all sources	2017-12-31	$4,691
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
Administrative expenses professional fees incurred	2017-12-31	$11,756
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
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	$590,994
Participant contributions at end of year	2017-12-31	$93,524
Participant contributions at beginning of year	2017-12-31	$96,914
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$402,894
Administrative expenses (other) incurred	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,492,390
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,677,645
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,185,255
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	$7,334,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,143,802
Interest on participant loans	2017-12-31	$4,579
Interest earned on other investments	2017-12-31	$112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$976,375
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,507,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,507,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$12,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$12,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,058,553
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	$261,255
Employer contributions (assets) at end of year	2017-12-31	$261,255
Employer contributions (assets) at beginning of year	2017-12-31	$424,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$781,617
Contract administrator fees	2017-12-31	$32,624
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	HOLMAN FRENIA ALLISON, P.C.
Accountancy firm EIN	2017-12-31	223480145
2016 : HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,320,428
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$273,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$231,938
Expenses. Certain deemed distributions of participant loans	2016-12-31	$9,245
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,153,717
Value of total assets at end of year	2016-12-31	$7,185,255
Value of total assets at beginning of year	2016-12-31	$6,138,069
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$32,059
Total interest from all sources	2016-12-31	$2,616
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	$9,639
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$546,474
Participant contributions at end of year	2016-12-31	$96,914
Participant contributions at beginning of year	2016-12-31	$67,398
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$182,564
Administrative expenses (other) incurred	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,047,186
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,185,255
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,138,069
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	$5,143,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,303,797
Interest on participant loans	2016-12-31	$2,509
Interest earned on other investments	2016-12-31	$107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,507,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$12,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$61,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$164,095
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	$424,679
Employer contributions (assets) at end of year	2016-12-31	$424,679
Employer contributions (assets) at beginning of year	2016-12-31	$705,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$231,938
Contract administrator fees	2016-12-31	$22,420
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	HOLMAN FRENIA ALLISON, P.C.
Accountancy firm EIN	2016-12-31	223480145
2015 : HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,272,922
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$250,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$228,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,305,521
Value of total assets at end of year	2015-12-31	$6,138,069
Value of total assets at beginning of year	2015-12-31	$5,115,505
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$21,662
Total interest from all sources	2015-12-31	$2,407
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$6,440
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$456,508
Participant contributions at end of year	2015-12-31	$67,398
Participant contributions at beginning of year	2015-12-31	$48,490
Participant contributions at beginning of year	2015-12-31	$24
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$143,933
Administrative expenses (other) incurred	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,022,564
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,138,069
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,115,505
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
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,303,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,419,449
Interest on participant loans	2015-12-31	$2,131
Interest earned on other investments	2015-12-31	$276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$61,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$57,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-35,006
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	$705,080
Employer contributions (assets) at end of year	2015-12-31	$705,080
Employer contributions (assets) at beginning of year	2015-12-31	$589,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$228,696
Contract administrator fees	2015-12-31	$15,222
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	HOLMAN FRENIA ALLISON, P.C.
Accountancy firm EIN	2015-12-31	223480145
2014 : HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,064,548
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$644,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$603,784
Expenses. Certain deemed distributions of participant loans	2014-12-31	$11,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,044,751
Value of total assets at end of year	2014-12-31	$5,115,505
Value of total assets at beginning of year	2014-12-31	$4,695,555
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$29,211
Total interest from all sources	2014-12-31	$1,840
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	$4,194
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$399,656
Participant contributions at end of year	2014-12-31	$48,490
Participant contributions at beginning of year	2014-12-31	$69,188
Participant contributions at end of year	2014-12-31	$24
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$70,125
Administrative expenses (other) incurred	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$419,950
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,115,505
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,695,555
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
Investment advisory and management fees	2014-12-31	$20,677
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,419,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,198,864
Interest on participant loans	2014-12-31	$1,840
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$15,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$15,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$57,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$17,957
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	$574,970
Employer contributions (assets) at end of year	2014-12-31	$589,991
Employer contributions (assets) at beginning of year	2014-12-31	$412,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$603,784
Contract administrator fees	2014-12-31	$4,340
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	HOLMAN FRENIA ALLISON, P.C.
Accountancy firm EIN	2014-12-31	223480145

Form 5500 Responses for HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN

2020: HANLON INVESTMENT MANAGEMENT, INC. PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HANLON INVESTMENT MANAGEMENT, INC. PENSION 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: HANLON INVESTMENT MANAGEMENT, INC. PENSION 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: HANLON INVESTMENT MANAGEMENT, INC. PENSION 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: HANLON INVESTMENT MANAGEMENT, INC. PENSION 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: HANLON INVESTMENT MANAGEMENT, INC. PENSION 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: HANLON INVESTMENT MANAGEMENT, INC. PENSION 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

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

Policy contract number

294-80374

Policy instance

Insurance contract or identification number	294-80374
Number of Individuals Covered	82
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

294-80374

Policy instance

Insurance contract or identification number	294-80374
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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

Policy contract number

294-80374

Policy instance

Insurance contract or identification number	294-80374
Number of Individuals Covered	172
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 unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

294-80374

Policy instance

Insurance contract or identification number	294-80374
Number of Individuals Covered	174
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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

Policy contract number

294-80109

Policy instance

Insurance contract or identification number	294-80109
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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

Policy contract number

294-80374

Policy instance

Insurance contract or identification number	294-80374
Number of Individuals Covered	149
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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

Policy contract number

294-80109

Policy instance

Insurance contract or identification number	294-80109
Number of Individuals Covered	117
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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Company Name:	HANLON INVESTMENT MANAGEMENT, INC.
Employer identification number (EIN):	223723068
NAIC Classification:	523110
NAIC Description:	Investment Banking and Securities Dealing