401k Plan data: CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN plan

CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING 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.

401k Sponsoring company profile

CLIENT FIRST SETTLEMENT FUNDING, has sponsored the creation of one or more 401k plans.

Company Name: CLIENT FIRST SETTLEMENT FUNDING,

Employer identification number (EIN): 223973339

NAIC Classification: 523900

Additional information about CLIENT FIRST SETTLEMENT FUNDING,

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2007-12-10

Company Identification Number: L07000122316

Legal Registered Office Address: ONE INDEPENDENT DRIVE

JACKSONVILLE

32202

More information about CLIENT FIRST SETTLEMENT FUNDING,

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SHIRLEY HORNER 2023-09-14
001 2021-01-01 NICK RICE 2022-09-05
001 2020-01-01 COINNI MULET 2021-06-28
001 2019-01-01 COINNI MULET 2020-06-30
001 2018-01-01 COINNI MULET 2019-07-08
001 2017-01-01 COINNI MULET 2018-10-10
001 2016-01-01 SANDRA TAGLIAVIA
001 2015-01-01 SANDRA TAGLIAVIA
001 2014-01-01 SANDRA TAGLIAVIA
001 2013-01-01 BURT KRONER 2014-02-25
001 2012-01-01 BURT KRONER 2013-03-04
001 2011-01-01 ROBERT BEN-ELIYAHU 2012-03-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	SHIRLEY HORNER	2023-09-14
001	2021-01-01	NICK RICE	2022-09-05
001	2020-01-01	COINNI MULET	2021-06-28
001	2019-01-01	COINNI MULET	2020-06-30
001	2018-01-01	COINNI MULET	2019-07-08
001	2017-01-01	COINNI MULET	2018-10-10
001	2016-01-01	SANDRA TAGLIAVIA
001	2015-01-01	SANDRA TAGLIAVIA
001	2014-01-01	SANDRA TAGLIAVIA
001	2013-01-01	BURT KRONER	2014-02-25
001	2012-01-01	BURT KRONER	2013-03-04
001	2011-01-01	ROBERT BEN-ELIYAHU	2012-03-26

Plan Statistics for CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 56
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 20
Total of all active and inactive participants 2016-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 76
Number of participants with account balances 2016-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 12
2015: CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 77
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 8
Total of all active and inactive participants 2015-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 85
Number of participants with account balances 2015-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 14
2014: CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 101
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 17
Total of all active and inactive participants 2014-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 118
Number of participants with account balances 2014-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 13

Measure	Date	Value
2016: CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	56
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	20
Total of all active and inactive participants	2016-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	76
Number of participants with account balances	2016-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	12
2015: CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	77
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	8
Total of all active and inactive participants	2015-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	85
Number of participants with account balances	2015-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	14
2014: CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	101
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	17
Total of all active and inactive participants	2014-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	118
Number of participants with account balances	2014-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	13

Financial Data on CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2016 : CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING 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	$10,866
Total income from all sources (including contributions)	2016-12-31	$326,188
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$230,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$220,531
Value of total corrective distributions	2016-12-31	$5,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$249,716
Value of total assets at end of year	2016-12-31	$1,162,249
Value of total assets at beginning of year	2016-12-31	$1,077,372
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,545
Total interest from all sources	2016-12-31	$1,152
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$160,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$211,350
Assets. Loans (other than to participants) at end of year	2016-12-31	$30,958
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$31,412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$10,866
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	$95,743
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,162,249
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,066,506
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
Investment advisory and management fees	2016-12-31	$3,690
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,045,960
Interest on participant loans	2016-12-31	$1,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,131,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$75,320
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	$38,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$220,531
Contract administrator fees	2016-12-31	$855
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	2016-12-31	Yes
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	KAUFMAN ROSIN & CO
Accountancy firm EIN	2016-12-31	591818353
2015 : CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING 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	$10,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$4,368
Total income from all sources (including contributions)	2015-12-31	$414,125
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$718,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$682,296
Expenses. Certain deemed distributions of participant loans	2015-12-31	$21,096
Value of total corrective distributions	2015-12-31	$9,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$452,353
Value of total assets at end of year	2015-12-31	$1,077,372
Value of total assets at beginning of year	2015-12-31	$1,374,771
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,454
Total interest from all sources	2015-12-31	$2,887
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	$1,480
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$160,000
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	$335,724
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$55,707
Assets. Loans (other than to participants) at end of year	2015-12-31	$31,412
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$91,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$10,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$4,368
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	$-303,897
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,066,506
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,370,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,045,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,283,709
Interest on participant loans	2015-12-31	$2,887
Net investment gain or loss from common/collective trusts	2015-12-31	$-41,115
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	$60,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$682,296
Contract administrator fees	2015-12-31	$3,974
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	KAUFMAN ROSIN & CO
Accountancy firm EIN	2015-12-31	591818353
2014 : CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING 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	$4,368
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	$510,581
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$78,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$70,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$472,103
Value of total assets at end of year	2014-12-31	$1,374,771
Value of total assets at beginning of year	2014-12-31	$938,209
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$7,988
Total interest from all sources	2014-12-31	$3,506
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	$850
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$125,000
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	$377,949
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$33,477
Assets. Loans (other than to participants) at end of year	2014-12-31	$91,062
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$84,295
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$4,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	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	$432,194
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,370,403
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$938,209
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	$7,138
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,283,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$853,914
Interest on participant loans	2014-12-31	$3,506
Net investment gain or loss from common/collective trusts	2014-12-31	$34,972
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	$60,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$70,399
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	KAUFMAN ROSIN & CO
Accountancy firm EIN	2014-12-31	591818353

Form 5500 Responses for CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN

2016: CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING 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: CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING 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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

99453

Policy instance

Insurance contract or identification number	99453
Number of Individuals Covered	73
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $5,507
Total amount of fees paid to insurance company	USD $2,211
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,507
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	MY BENEFITS, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

99453

Policy instance

Insurance contract or identification number	99453
Number of Individuals Covered	94
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $4,421
Total amount of fees paid to insurance company	USD $1,446
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,421
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	MY BENEFITS, LLC

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Company Name:	CLIENT FIRST SETTLEMENT FUNDING,
Employer identification number (EIN):	223973339
NAIC Classification:	523900

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2007-12-10
Company Identification Number:	L07000122316
Legal Registered Office Address:	ONE INDEPENDENT DRIVE JACKSONVILLE 32202