401k Plan data: R F BERKHEIMER & SONS 401(K) PROFIT SHARING PLAN & TRUST plan

R F BERKHEIMER & SONS 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	R F BERKHEIMER & SONS 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	002

R F BERKHEIMER & SONS 401(K) PROFIT SHARING PLAN & TRUST 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

R. F. BERKHEIMER AND SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: R. F. BERKHEIMER AND SONS, INC.

Employer identification number (EIN): 231674485

NAIC Classification: 424950
NAIC Description: Paint, Varnish, and Supplies Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R F BERKHEIMER & SONS 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01 SHARON HOGUE 2020-07-08
002 2018-01-01 SHARON HOGUE 2019-06-12
002 2017-01-01 SHARON HOGUE 2018-07-24
002 2016-01-01 SHARON HOGUE 2017-06-23
002 2015-01-01 SHARON HOGUE 2016-07-13
002 2014-01-01 SHARON HOGUE 2015-07-30
002 2013-01-01 MICHELE MCKNIGHT 2014-07-02
002 2012-01-01 MICHELE MCKNIGHT 2013-09-25
002 2011-01-01 SHARON HOGUE 2012-08-15
002 2010-01-01 SHARON HOGUE 2011-07-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01	SHARON HOGUE	2020-07-08
002	2018-01-01	SHARON HOGUE	2019-06-12
002	2017-01-01	SHARON HOGUE	2018-07-24
002	2016-01-01	SHARON HOGUE	2017-06-23
002	2015-01-01	SHARON HOGUE	2016-07-13
002	2014-01-01	SHARON HOGUE	2015-07-30
002	2013-01-01	MICHELE MCKNIGHT	2014-07-02
002	2012-01-01	MICHELE MCKNIGHT	2013-09-25
002	2011-01-01	SHARON HOGUE	2012-08-15
002	2010-01-01	SHARON HOGUE	2011-07-21

Plan Statistics for R F BERKHEIMER & SONS 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for R F BERKHEIMER & SONS 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: R F BERKHEIMER & SONS 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 135
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 14
Total of all active and inactive participants 2022-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 150
Number of participants with account balances 2022-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: R F BERKHEIMER & SONS 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 142
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 16
Total of all active and inactive participants 2021-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 158
Number of participants with account balances 2021-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: R F BERKHEIMER & SONS 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 112
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 12
Total of all active and inactive participants 2020-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 124
Number of participants with account balances 2020-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2022: R F BERKHEIMER & SONS 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	135
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	14
Total of all active and inactive participants	2022-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	150
Number of participants with account balances	2022-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: R F BERKHEIMER & SONS 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	142
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	16
Total of all active and inactive participants	2021-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	158
Number of participants with account balances	2021-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: R F BERKHEIMER & SONS 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	112
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	12
Total of all active and inactive participants	2020-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	124
Number of participants with account balances	2020-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on R F BERKHEIMER & SONS 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2022 : R F BERKHEIMER & SONS 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-176,914
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$252,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$247,598
Value of total corrective distributions	2022-12-31	$1,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$532,565
Value of total assets at end of year	2022-12-31	$3,820,445
Value of total assets at beginning of year	2022-12-31	$4,249,399
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$3,408
Total interest from all sources	2022-12-31	$649
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$307,891
Participant contributions at end of year	2022-12-31	$34,159
Participant contributions at beginning of year	2022-12-31	$9,970
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$82,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-428,954
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,820,445
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,249,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$3,764,662
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$4,213,597
Interest on participant loans	2022-12-31	$491
Interest earned on other investments	2022-12-31	$132
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$21,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$25,832
Net investment gain/loss from pooled separate accounts	2022-12-31	$-710,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$142,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$247,598
Contract administrator fees	2022-12-31	$3,408
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MCKONLY & ASBURY, LLP
Accountancy firm EIN	2022-12-31	231909723
2021 : R F BERKHEIMER & SONS 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$919,078
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$870,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$838,855
Value of total corrective distributions	2021-12-31	$28,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$445,156
Value of total assets at end of year	2021-12-31	$4,249,399
Value of total assets at beginning of year	2021-12-31	$4,200,886
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$3,220
Total interest from all sources	2021-12-31	$840
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$293,856
Participant contributions at end of year	2021-12-31	$9,970
Participant contributions at beginning of year	2021-12-31	$15,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$48,513
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,249,399
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,200,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$4,213,597
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$4,177,963
Interest on participant loans	2021-12-31	$644
Interest earned on other investments	2021-12-31	$196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$25,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$7,770
Net investment gain/loss from pooled separate accounts	2021-12-31	$473,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$151,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$838,855
Contract administrator fees	2021-12-31	$3,220
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MCKONLY & ASBURY, LLP
Accountancy firm EIN	2021-12-31	231909723
2020 : R F BERKHEIMER & SONS 401(K) PROFIT SHARING PLAN & TRUST 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	$923,966
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$257,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$256,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$410,390
Value of total assets at end of year	2020-12-31	$4,200,886
Value of total assets at beginning of year	2020-12-31	$3,534,474
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,463
Total interest from all sources	2020-12-31	$1,026
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
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$278,034
Participant contributions at end of year	2020-12-31	$15,153
Participant contributions at beginning of year	2020-12-31	$15,375
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	$666,412
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,200,886
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,534,474
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 pooled separate accounts at end of year	2020-12-31	$4,177,963
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,512,785
Interest on participant loans	2020-12-31	$947
Interest earned on other investments	2020-12-31	$79
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$7,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$6,314
Net investment gain/loss from pooled separate accounts	2020-12-31	$512,550
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	$132,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$256,091
Contract administrator fees	2020-12-31	$1,463
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	MCKONLY & ASBURY, LLP
Accountancy firm EIN	2020-12-31	231909723

Form 5500 Responses for R F BERKHEIMER & SONS 401(K) PROFIT SHARING PLAN & TRUST

2022: R F BERKHEIMER & SONS 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: R F BERKHEIMER & SONS 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: R F BERKHEIMER & SONS 401(K) PROFIT SHARING PLAN & TRUST 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

Insurance Providers Used on plan

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

Policy contract number

814675

Policy instance

Insurance contract or identification number	814675
Number of Individuals Covered	83
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

814675

Policy instance

Insurance contract or identification number	814675
Number of Individuals Covered	75
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

814675

Policy instance

Insurance contract or identification number	814675
Number of Individuals Covered	74
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 $1,750
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
Amount paid for insurance broker fees	1750
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker organization code?	5

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Company Name:	R. F. BERKHEIMER AND SONS, INC.
Employer identification number (EIN):	231674485
NAIC Classification:	424950
NAIC Description:	Paint, Varnish, and Supplies Merchant Wholesalers