BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN
Plan identification number	001

BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1. Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met. Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash. Participant-directed brokerage accounts provided as an investment option under the plan. Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll. Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account. Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BUCHANAN INGERSOLL & ROONEY PC has sponsored the creation of one or more 401k plans.

Company Name:	BUCHANAN INGERSOLL & ROONEY PC
Employer identification number (EIN):	251381032
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Additional information about BUCHANAN INGERSOLL & ROONEY PC

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2000-10-10
Company Identification Number:	F144417
Legal Registered Office Address:	4701 Cox Rd Ste 285 Glen Allen United States of America (USA) 23060-6808

More information about BUCHANAN INGERSOLL & ROONEY PC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUCHANAN INGERSOLL & ROONEY PC 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
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	WILLIAM J. RYAN
001	2016-01-01	WILLIAM J. RYAN
001	2015-01-01	MICHAEL PAUVLINCH
001	2014-01-01	MICHAEL PAUVLINCH
001	2013-01-01	MILES SIMON
001	2012-01-01	MILES SIMON
001	2011-01-01	MILES H. SIMON
001	2010-01-01	MILES H. SIMON		MILES H. SIMON	2011-10-11
001	2009-01-01	MILES H. SIMON		MILES H. SIMON	2010-10-12

Plan Statistics for BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN

401k plan membership statisitcs for BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN

Measure	Date	Value
2022: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	926
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	920
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	572
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	347
Total of all active and inactive participants	2021-01-01	921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	5
Total participants	2021-01-01	926
Number of participants with account balances	2021-01-01	926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	978
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	551
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	366
Total of all active and inactive participants	2020-01-01	920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	920
Number of participants with account balances	2020-01-01	920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,000
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	641
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	331
Total of all active and inactive participants	2019-01-01	977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	978
Number of participants with account balances	2019-01-01	978
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,040
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	656
Number of retired or separated participants receiving benefits	2018-01-01	20
Number of other retired or separated participants entitled to future benefits	2018-01-01	319
Total of all active and inactive participants	2018-01-01	995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	5
Total participants	2018-01-01	1,000
Number of participants with account balances	2018-01-01	1,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,080
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	682
Number of retired or separated participants receiving benefits	2017-01-01	16
Number of other retired or separated participants entitled to future benefits	2017-01-01	342
Total of all active and inactive participants	2017-01-01	1,040
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,040
Number of participants with account balances	2017-01-01	1,040
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,108
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	740
Number of retired or separated participants receiving benefits	2016-01-01	24
Number of other retired or separated participants entitled to future benefits	2016-01-01	311
Total of all active and inactive participants	2016-01-01	1,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	5
Total participants	2016-01-01	1,080
Number of participants with account balances	2016-01-01	1,080
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	950
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	793
Number of retired or separated participants receiving benefits	2015-01-01	20
Number of other retired or separated participants entitled to future benefits	2015-01-01	291
Total of all active and inactive participants	2015-01-01	1,104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	4
Total participants	2015-01-01	1,108
Number of participants with account balances	2015-01-01	1,108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	921
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	704
Number of retired or separated participants receiving benefits	2014-01-01	15
Number of other retired or separated participants entitled to future benefits	2014-01-01	230
Total of all active and inactive participants	2014-01-01	949
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	950
Number of participants with account balances	2014-01-01	949
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	927
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	677
Number of retired or separated participants receiving benefits	2013-01-01	14
Number of other retired or separated participants entitled to future benefits	2013-01-01	228
Total of all active and inactive participants	2013-01-01	919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	921
Number of participants with account balances	2013-01-01	920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	921
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	676
Number of retired or separated participants receiving benefits	2012-01-01	17
Number of other retired or separated participants entitled to future benefits	2012-01-01	232
Total of all active and inactive participants	2012-01-01	925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	927
Number of participants with account balances	2012-01-01	925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	983
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	678
Number of retired or separated participants receiving benefits	2011-01-01	14
Number of other retired or separated participants entitled to future benefits	2011-01-01	226
Total of all active and inactive participants	2011-01-01	918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	3
Total participants	2011-01-01	921
Number of participants with account balances	2011-01-01	918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,032
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	672
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	309
Total of all active and inactive participants	2010-01-01	983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	983
Number of participants with account balances	2010-01-01	976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,039
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	686
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	341
Total of all active and inactive participants	2009-01-01	1,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	3
Total participants	2009-01-01	1,032
Number of participants with account balances	2009-01-01	1,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN

Measure	Date	Value
2022 : BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$221,907,435
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	$0
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$0
Value of total assets at end of year	2022-12-31	$0
Value of total assets at beginning of year	2022-12-31	$221,907,435
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$0
Total interest from all sources	2022-12-31	$0
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	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
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
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$1,001,921
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$624,986
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$734,922
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	$0
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$221,907,435
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 registered invesment companies (eg mutual funds) at end of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$196,978,137
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$21,239,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$535,462
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
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$792,436
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	Yes
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CATANESE GROUP
Accountancy firm EIN	2022-12-31	251685380
2021 : BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$244,726
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	$34,989,462
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$9,357,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$9,233,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$9,340,994
Value of total assets at end of year	2021-12-31	$221,907,435
Value of total assets at beginning of year	2021-12-31	$196,520,076
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$123,624
Total interest from all sources	2021-12-31	$49,018
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$10,432,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$10,432,482
Administrative expenses professional fees incurred	2021-12-31	$96,957
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
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	$5,191,908
Participant contributions at end of year	2021-12-31	$1,001,921
Participant contributions at beginning of year	2021-12-31	$1,201,950
Participant contributions at end of year	2021-12-31	$624,986
Participant contributions at beginning of year	2021-12-31	$686,684
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$734,922
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$802,494
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$3,354,606
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$28,078
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	$25,632,085
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$221,907,435
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$196,520,076
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
Investment advisory and management fees	2021-12-31	$26,667
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$196,978,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$171,020,274
Interest on participant loans	2021-12-31	$49,018
Value of interest in common/collective trusts at end of year	2021-12-31	$21,239,571
Value of interest in common/collective trusts at beginning of year	2021-12-31	$21,396,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$535,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$625,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$15,166,968
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	$794,480
Employer contributions (assets) at end of year	2021-12-31	$792,436
Employer contributions (assets) at beginning of year	2021-12-31	$786,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$9,205,675
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	CATANESE GROUP
Accountancy firm EIN	2021-12-31	251685380
2020 : BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$36,590
Total unrealized appreciation/depreciation of assets	2020-12-31	$36,590
Total transfer of assets from this plan	2020-12-31	$6,528,985
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	$32,618,167
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$17,639,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$17,542,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$6,342,786
Value of total assets at end of year	2020-12-31	$196,520,076
Value of total assets at beginning of year	2020-12-31	$188,070,201
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$96,882
Total interest from all sources	2020-12-31	$56,015
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$5,670,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$5,670,270
Administrative expenses professional fees incurred	2020-12-31	$69,912
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
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	$4,969,866
Participant contributions at end of year	2020-12-31	$1,201,950
Participant contributions at beginning of year	2020-12-31	$1,195,730
Participant contributions at end of year	2020-12-31	$686,684
Participant contributions at beginning of year	2020-12-31	$653,963
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$802,494
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$720,354
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$586,622
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	$14,978,860
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$196,520,076
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$188,070,201
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
Investment advisory and management fees	2020-12-31	$26,970
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$171,020,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$164,412,025
Interest on participant loans	2020-12-31	$56,015
Value of interest in common/collective trusts at end of year	2020-12-31	$21,396,416
Value of interest in common/collective trusts at beginning of year	2020-12-31	$19,534,083
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$625,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$733,709
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$877
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$20,512,506
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	$786,298
Employer contributions (assets) at end of year	2020-12-31	$786,298
Employer contributions (assets) at beginning of year	2020-12-31	$820,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$17,541,548
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	CATANESE GROUP
Accountancy firm EIN	2020-12-31	251685380
2019 : BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$-773
Total unrealized appreciation/depreciation of assets	2019-12-31	$-773
Total transfer of assets to this plan	2019-12-31	$572,155
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	$40,344,242
Total loss/gain on sale of assets	2019-12-31	$3,324,807
Total of all expenses incurred	2019-12-31	$15,724,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$15,569,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$6,836,576
Value of total assets at end of year	2019-12-31	$188,070,201
Value of total assets at beginning of year	2019-12-31	$162,878,101
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$154,372
Total interest from all sources	2019-12-31	$63,624
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$6,866,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$6,866,036
Administrative expenses professional fees incurred	2019-12-31	$89,723
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$5,501,752
Participant contributions at end of year	2019-12-31	$1,195,730
Participant contributions at beginning of year	2019-12-31	$1,186,554
Participant contributions at end of year	2019-12-31	$653,963
Participant contributions at beginning of year	2019-12-31	$653,678
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$720,354
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,099,615
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$494,822
Other income not declared elsewhere	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	$24,619,945
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$188,070,201
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$162,878,101
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
Investment advisory and management fees	2019-12-31	$64,649
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$164,412,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$139,200,961
Interest on participant loans	2019-12-31	$63,624
Value of interest in common/collective trusts at end of year	2019-12-31	$19,534,083
Value of interest in common/collective trusts at beginning of year	2019-12-31	$18,581,307
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$206,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$206,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$733,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,135,099
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$4,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$23,253,972
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	$840,002
Employer contributions (assets) at end of year	2019-12-31	$820,337
Employer contributions (assets) at beginning of year	2019-12-31	$804,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$15,565,660
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$10,033
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
Aggregate proceeds on sale of assets	2019-12-31	$33,605,199
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$30,280,392
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	CATANESE GROUP
Accountancy firm EIN	2019-12-31	251685380
2018 : BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-286
Total unrealized appreciation/depreciation of assets	2018-12-31	$-286
Total transfer of assets to this plan	2018-12-31	$494,848
Total income from all sources (including contributions)	2018-12-31	$486,123
Total loss/gain on sale of assets	2018-12-31	$166,226
Total of all expenses incurred	2018-12-31	$16,165,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$16,000,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$8,044,672
Value of total assets at end of year	2018-12-31	$162,878,101
Value of total assets at beginning of year	2018-12-31	$178,063,057
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$165,062
Total interest from all sources	2018-12-31	$61,321
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$8,299,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$8,299,677
Administrative expenses professional fees incurred	2018-12-31	$97,967
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$5,417,380
Participant contributions at end of year	2018-12-31	$1,186,554
Participant contributions at beginning of year	2018-12-31	$1,374,837
Participant contributions at end of year	2018-12-31	$653,678
Participant contributions at beginning of year	2018-12-31	$639,783
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$1,099,615
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$1,144,735
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,808,956
Total non interest bearing cash at beginning of year	2018-12-31	$13,509
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	$-15,679,804
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$162,878,101
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$178,063,057
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
Investment advisory and management fees	2018-12-31	$67,095
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$139,200,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$154,071,507
Interest on participant loans	2018-12-31	$61,321
Value of interest in common/collective trusts at end of year	2018-12-31	$18,581,307
Value of interest in common/collective trusts at beginning of year	2018-12-31	$18,726,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$206,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$165,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$165,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,135,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,055,010
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$4,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-16,085,487
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	$818,336
Employer contributions (assets) at end of year	2018-12-31	$804,074
Employer contributions (assets) at beginning of year	2018-12-31	$822,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$15,996,268
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$10,033
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$49,664
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
Aggregate proceeds on sale of assets	2018-12-31	$79,686,654
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$79,520,428
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	CATANESE GROUP
Accountancy firm EIN	2018-12-31	251685380
2017 : BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$4,375
Total unrealized appreciation/depreciation of assets	2017-12-31	$4,375
Total transfer of assets from this plan	2017-12-31	$3,475,523
Total income from all sources (including contributions)	2017-12-31	$32,303,760
Total loss/gain on sale of assets	2017-12-31	$6,499,569
Total of all expenses incurred	2017-12-31	$18,257,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$18,034,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$7,858,521
Value of total assets at end of year	2017-12-31	$178,063,057
Value of total assets at beginning of year	2017-12-31	$167,492,311
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$223,057
Total interest from all sources	2017-12-31	$63,441
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$6,514,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$6,514,681
Administrative expenses professional fees incurred	2017-12-31	$140,438
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$100,000,000
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	$5,439,842
Participant contributions at end of year	2017-12-31	$1,374,837
Participant contributions at beginning of year	2017-12-31	$1,375,567
Participant contributions at end of year	2017-12-31	$639,783
Participant contributions at beginning of year	2017-12-31	$772,299
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$1,144,735
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$24,783,169
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$754,032
Total non interest bearing cash at end of year	2017-12-31	$13,509
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	$14,046,269
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$178,063,057
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$167,492,311
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
Investment advisory and management fees	2017-12-31	$82,619
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$154,071,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$109,244,127
Interest on participant loans	2017-12-31	$63,441
Value of interest in common/collective trusts at end of year	2017-12-31	$18,726,408
Value of interest in common/collective trusts at beginning of year	2017-12-31	$19,301,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$165,596
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$3,118,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$3,118,972
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,055,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,333,935
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$4,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$11,363,173
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	$1,664,647
Employer contributions (assets) at end of year	2017-12-31	$822,008
Employer contributions (assets) at beginning of year	2017-12-31	$71,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$18,029,552
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$49,664
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$7,491,709
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
Aggregate proceeds on sale of assets	2017-12-31	$91,943,857
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$85,444,288
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	CATANESE GROUP
Accountancy firm EIN	2017-12-31	251685380
2016 : BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$726,982
Total unrealized appreciation/depreciation of assets	2016-12-31	$726,982
Total transfer of assets from this plan	2016-12-31	$722,811
Total income from all sources (including contributions)	2016-12-31	$20,626,296
Total loss/gain on sale of assets	2016-12-31	$465,071
Total of all expenses incurred	2016-12-31	$15,064,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$14,655,047
Expenses. Certain deemed distributions of participant loans	2016-12-31	$91,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$10,284,974
Value of total assets at end of year	2016-12-31	$167,492,311
Value of total assets at beginning of year	2016-12-31	$162,653,535
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$318,328
Total interest from all sources	2016-12-31	$62,073
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$4,276,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$4,276,347
Administrative expenses professional fees incurred	2016-12-31	$245,039
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$5,677,687
Participant contributions at end of year	2016-12-31	$1,375,567
Participant contributions at beginning of year	2016-12-31	$1,450,035
Participant contributions at end of year	2016-12-31	$772,299
Participant contributions at beginning of year	2016-12-31	$713,647
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$24,783,169
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$25,019,148
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$4,316,028
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	$5,561,587
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$167,492,311
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$162,653,535
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	$73,289
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$109,244,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$103,235,087
Interest on participant loans	2016-12-31	$62,073
Value of interest in common/collective trusts at end of year	2016-12-31	$19,301,365
Value of interest in common/collective trusts at beginning of year	2016-12-31	$18,567,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$3,118,972
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$3,208,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$3,208,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,333,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,254,758
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$8,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$4,810,849
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	$291,259
Employer contributions (assets) at end of year	2016-12-31	$71,168
Employer contributions (assets) at beginning of year	2016-12-31	$724,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$14,646,347
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
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$7,491,709
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$8,479,964
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
Aggregate proceeds on sale of assets	2016-12-31	$62,473,538
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$62,008,467
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	CATANESE GROUP
Accountancy firm EIN	2016-12-31	251685380
2015 : BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-561,573
Total unrealized appreciation/depreciation of assets	2015-12-31	$-561,573
Total transfer of assets to this plan	2015-12-31	$39,901,176
Total income from all sources (including contributions)	2015-12-31	$7,644,584
Total loss/gain on sale of assets	2015-12-31	$-90,882
Total of all expenses incurred	2015-12-31	$12,591,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$12,204,261
Expenses. Certain deemed distributions of participant loans	2015-12-31	$81,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$7,696,136
Value of total assets at end of year	2015-12-31	$162,653,535
Value of total assets at beginning of year	2015-12-31	$127,699,652
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$306,261
Total interest from all sources	2015-12-31	$64,086
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$6,551,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$6,551,075
Administrative expenses professional fees incurred	2015-12-31	$238,604
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
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	$5,980,042
Participant contributions at end of year	2015-12-31	$1,450,035
Participant contributions at beginning of year	2015-12-31	$1,279,083
Participant contributions at end of year	2015-12-31	$713,647
Participant contributions at beginning of year	2015-12-31	$609,707
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$25,019,148
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$18,417,943
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$981,246
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	$-4,947,293
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$162,653,535
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$127,699,652
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	$67,657
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$103,235,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$78,407,075
Interest on participant loans	2015-12-31	$64,086
Value of interest in common/collective trusts at end of year	2015-12-31	$18,567,903
Value of interest in common/collective trusts at beginning of year	2015-12-31	$15,065,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$3,208,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$2,560,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$2,560,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,254,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$964,972
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$11,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-6,014,258
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	$734,848
Employer contributions (assets) at end of year	2015-12-31	$724,561
Employer contributions (assets) at beginning of year	2015-12-31	$908,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$12,192,266
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	2015-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$8,479,964
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$9,486,986
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
Aggregate proceeds on sale of assets	2015-12-31	$51,223,981
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$51,314,863
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	CATANESE GROUP
Accountancy firm EIN	2015-12-31	251685380
2014 : BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$899,880
Total unrealized appreciation/depreciation of assets	2014-12-31	$899,880
Total transfer of assets to this plan	2014-12-31	$631,538
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	$13,311,278
Total loss/gain on sale of assets	2014-12-31	$791,198
Total of all expenses incurred	2014-12-31	$5,548,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$5,306,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$6,559,916
Value of total assets at end of year	2014-12-31	$127,699,652
Value of total assets at beginning of year	2014-12-31	$119,304,959
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$241,359
Total interest from all sources	2014-12-31	$51,871
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$4,970,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$4,970,495
Administrative expenses professional fees incurred	2014-12-31	$178,147
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
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	$5,180,683
Participant contributions at end of year	2014-12-31	$1,279,083
Participant contributions at beginning of year	2014-12-31	$1,219,893
Participant contributions at end of year	2014-12-31	$609,707
Participant contributions at beginning of year	2014-12-31	$584,405
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$18,417,943
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$17,832,066
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$469,233
Administrative expenses (other) incurred	2014-12-31	$1,115
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	$7,763,155
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$127,699,652
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$119,304,959
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	$62,097
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$78,407,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$72,197,372
Interest on participant loans	2014-12-31	$51,871
Value of interest in common/collective trusts at end of year	2014-12-31	$15,065,041
Value of interest in common/collective trusts at beginning of year	2014-12-31	$14,446,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$2,560,713
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$2,984,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$2,984,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$964,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$908,526
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$5,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$37,918
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	$910,000
Employer contributions (assets) at end of year	2014-12-31	$908,132
Employer contributions (assets) at beginning of year	2014-12-31	$836,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$5,301,531
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	2014-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$9,486,986
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$8,296,086
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
Aggregate proceeds on sale of assets	2014-12-31	$35,500,481
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$34,709,283
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	CATANESE GROUP
Accountancy firm EIN	2014-12-31	251685380
2013 : BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$2,875,873
Total unrealized appreciation/depreciation of assets	2013-12-31	$2,875,873
Total transfer of assets to this plan	2013-12-31	$1,280,748
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$23,984,156
Total loss/gain on sale of assets	2013-12-31	$2,357,367
Total of all expenses incurred	2013-12-31	$12,836,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$12,608,865
Expenses. Certain deemed distributions of participant loans	2013-12-31	$27,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$6,325,749
Value of total assets at end of year	2013-12-31	$119,304,959
Value of total assets at beginning of year	2013-12-31	$106,876,854
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$200,423
Total interest from all sources	2013-12-31	$47,860
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$3,051,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$3,051,523
Administrative expenses professional fees incurred	2013-12-31	$147,802
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$5,003,819
Participant contributions at end of year	2013-12-31	$1,219,893
Participant contributions at beginning of year	2013-12-31	$1,108,810
Participant contributions at end of year	2013-12-31	$584,405
Participant contributions at beginning of year	2013-12-31	$535,461
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$17,832,066
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$27,552,930
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$472,490
Administrative expenses (other) incurred	2013-12-31	$1,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$11,147,357
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$119,304,959
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$106,876,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$51,494
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$72,197,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$59,689,192
Interest on participant loans	2013-12-31	$47,860
Value of interest in common/collective trusts at end of year	2013-12-31	$14,446,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$2,984,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$2,431,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$2,431,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$908,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$14,770,080
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$5,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$9,325,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$849,440
Employer contributions (assets) at end of year	2013-12-31	$836,475
Employer contributions (assets) at beginning of year	2013-12-31	$788,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$12,603,480
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	2013-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$8,296,086
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$50,532,339
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$48,174,972
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CATANESE GROUP
Accountancy firm EIN	2013-12-31	251685380
2012 : BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$1,824,299
Total unrealized appreciation/depreciation of assets	2012-12-31	$1,824,299
Total transfer of assets to this plan	2012-12-31	$339,677
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$17,539,923
Total loss/gain on sale of assets	2012-12-31	$1,865,683
Total of all expenses incurred	2012-12-31	$9,598,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$9,373,904
Expenses. Certain deemed distributions of participant loans	2012-12-31	$17,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$7,401,025
Value of total assets at end of year	2012-12-31	$106,876,854
Value of total assets at beginning of year	2012-12-31	$98,595,589
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$207,400
Total interest from all sources	2012-12-31	$46,845
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$2,832,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$2,832,087
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$4,831,622
Participant contributions at end of year	2012-12-31	$1,108,810
Participant contributions at beginning of year	2012-12-31	$1,094,488
Participant contributions at end of year	2012-12-31	$535,461
Participant contributions at beginning of year	2012-12-31	$555,765
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$27,552,930
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$26,703,902
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,775,054
Administrative expenses (other) incurred	2012-12-31	$151,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$7,941,588
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$106,876,854
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$98,595,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$55,794
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$59,689,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$51,525,729
Interest on participant loans	2012-12-31	$46,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$2,431,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$3,646,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$3,646,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$14,770,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$14,293,423
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$5,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$3,569,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$794,349
Employer contributions (assets) at end of year	2012-12-31	$788,871
Employer contributions (assets) at beginning of year	2012-12-31	$776,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$9,368,516
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	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$39,629,438
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$37,763,755
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CATANSE GROUP
Accountancy firm EIN	2012-12-31	251685380
2011 : BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$501,102
Total unrealized appreciation/depreciation of assets	2011-12-31	$501,102
Total transfer of assets to this plan	2011-12-31	$301,477
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$7,475,445
Total loss/gain on sale of assets	2011-12-31	$-507,409
Total of all expenses incurred	2011-12-31	$7,753,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$7,549,319
Expenses. Certain deemed distributions of participant loans	2011-12-31	$3,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$6,476,405
Value of total assets at end of year	2011-12-31	$98,595,589
Value of total assets at beginning of year	2011-12-31	$98,572,558
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$200,823
Total interest from all sources	2011-12-31	$50,575
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$3,226,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$3,226,233
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$4,531,864
Participant contributions at end of year	2011-12-31	$1,094,488
Participant contributions at beginning of year	2011-12-31	$1,179,147
Participant contributions at end of year	2011-12-31	$555,765
Participant contributions at beginning of year	2011-12-31	$488,711
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$26,703,902
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$25,646,908
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$1,163,245
Administrative expenses (other) incurred	2011-12-31	$200,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-278,446
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$98,595,589
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$98,572,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$3
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$51,525,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$53,272,777
Interest on participant loans	2011-12-31	$50,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$3,646,160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$3,187,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$3,187,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$14,293,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$14,044,304
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$5,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-2,271,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$781,296
Employer contributions (assets) at end of year	2011-12-31	$776,122
Employer contributions (assets) at beginning of year	2011-12-31	$752,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$7,543,931
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$29,999,783
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$30,507,192
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CATANESE GROUP
Accountancy firm EIN	2011-12-31	251685380
2010 : BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$1,464,616
Total unrealized appreciation/depreciation of assets	2010-12-31	$1,464,616
Total transfer of assets from this plan	2010-12-31	$47,446
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$13,565,436
Total loss/gain on sale of assets	2010-12-31	$206,785
Total of all expenses incurred	2010-12-31	$4,176,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,029,473
Expenses. Certain deemed distributions of participant loans	2010-12-31	$5,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$5,477,703
Value of total assets at end of year	2010-12-31	$98,572,558
Value of total assets at beginning of year	2010-12-31	$89,230,609
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$141,029
Total interest from all sources	2010-12-31	$58,206
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,854,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,854,283
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$4,340,259
Participant contributions at end of year	2010-12-31	$1,179,147
Participant contributions at beginning of year	2010-12-31	$1,188,844
Participant contributions at end of year	2010-12-31	$488,711
Participant contributions at beginning of year	2010-12-31	$390,587
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$25,646,908
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$19,647,477
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$374,984
Administrative expenses (other) incurred	2010-12-31	$141,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$9,389,395
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$98,572,558
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$89,230,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$6
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$53,272,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$54,021,857
Interest on participant loans	2010-12-31	$58,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$3,187,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$14,044,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$13,241,157
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$12,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$4,503,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$762,460
Employer contributions (assets) at end of year	2010-12-31	$752,732
Employer contributions (assets) at beginning of year	2010-12-31	$740,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$4,017,240
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$30,165,850
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$29,959,065
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CATANESE GROUP
Accountancy firm EIN	2010-12-31	251685380
2009 : BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN

2022: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 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	Yes
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: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 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: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING 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: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING 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: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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: BUCHANAN INGERSOLL & ROONEY PC 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
2013: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BUCHANAN INGERSOLL & ROONEY PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number	7020238
Policy instance	2
Insurance contract or identification number 7020238 Number of Individuals Covered 0 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? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	9272586
Policy instance	6
Insurance contract or identification number 9272586 Number of Individuals Covered 0 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? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number	2335613
Policy instance	5
Insurance contract or identification number 2335613 Number of Individuals Covered 0 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? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	11027778
Policy instance	4
Insurance contract or identification number 11027778 Number of Individuals Covered 0 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? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	13327829
Policy instance	3
Insurance contract or identification number 13327829 Number of Individuals Covered 0 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? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number	7020234
Policy instance	1
Insurance contract or identification number 7020234 Number of Individuals Covered 0 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? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	13643828
Policy instance	7
Insurance contract or identification number 13643828 Number of Individuals Covered 0 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? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number	7020234
Policy instance	1
Insurance contract or identification number 7020234 Number of Individuals Covered 1 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? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	13327829
Policy instance	3
Insurance contract or identification number 13327829 Number of Individuals Covered 1 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? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number	7020238
Policy instance	2
Insurance contract or identification number 7020238 Number of Individuals Covered 1 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? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	11027778
Policy instance	4
Insurance contract or identification number 11027778 Number of Individuals Covered 1 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? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number	2335613
Policy instance	5
Insurance contract or identification number 2335613 Number of Individuals Covered 1 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? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	9272586
Policy instance	6
Insurance contract or identification number 9272586 Number of Individuals Covered 1 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? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	13643828
Policy instance	7
Insurance contract or identification number 13643828 Number of Individuals Covered 1 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? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	11383284
Policy instance	2
Insurance contract or identification number 11383284 Number of Individuals Covered 1 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 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? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number	7020234
Policy instance	1
Insurance contract or identification number 7020234 Number of Individuals Covered 1 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 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? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number	7020238
Policy instance	3
Insurance contract or identification number 7020238 Number of Individuals Covered 1 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 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? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	13327829
Policy instance	4
Insurance contract or identification number 13327829 Number of Individuals Covered 1 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 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? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	11027778
Policy instance	5
Insurance contract or identification number 11027778 Number of Individuals Covered 1 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 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? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number	2335613
Policy instance	6
Insurance contract or identification number 2335613 Number of Individuals Covered 1 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 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? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	9272586
Policy instance	7
Insurance contract or identification number 9272586 Number of Individuals Covered 1 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 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? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	13643828
Policy instance	8
Insurance contract or identification number 13643828 Number of Individuals Covered 1 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 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? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	13643828
Policy instance	10
Insurance contract or identification number 13643828 Number of Individuals Covered 1 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	11383284
Policy instance	3
Insurance contract or identification number 11383284 Number of Individuals Covered 1 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number	7020234
Policy instance	1
Insurance contract or identification number 7020234 Number of Individuals Covered 1 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	9243705
Policy instance	2
Insurance contract or identification number 9243705 Number of Individuals Covered 1 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number	7020238
Policy instance	4
Insurance contract or identification number 7020238 Number of Individuals Covered 1 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	13327829
Policy instance	5
Insurance contract or identification number 13327829 Number of Individuals Covered 1 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	11027778
Policy instance	6
Insurance contract or identification number 11027778 Number of Individuals Covered 1 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number	2335613
Policy instance	7
Insurance contract or identification number 2335613 Number of Individuals Covered 1 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number	7020236
Policy instance	8
Insurance contract or identification number 7020236 Number of Individuals Covered 1 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	9272586
Policy instance	9
Insurance contract or identification number 9272586 Number of Individuals Covered 1 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit 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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	13643828
Policy instance	11
Insurance contract or identification number 13643828 Number of Individuals Covered 1 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Life Insurance Welfare Benefit Yes
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number	7020234
Policy instance	1
Insurance contract or identification number 7020234 Number of Individuals Covered 1 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Life Insurance Welfare Benefit Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	11383284
Policy instance	3
Insurance contract or identification number 11383284 Number of Individuals Covered 1 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Life Insurance Welfare Benefit Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	11087157
Policy instance	4
Insurance contract or identification number 11087157 Number of Individuals Covered 1 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Life Insurance Welfare Benefit Yes
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number	7020238
Policy instance	5
Insurance contract or identification number 7020238 Number of Individuals Covered 1 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Life Insurance Welfare Benefit Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	13327829
Policy instance	6
Insurance contract or identification number 13327829 Number of Individuals Covered 1 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Life Insurance Welfare Benefit Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	9243705
Policy instance	2
Insurance contract or identification number 9243705 Number of Individuals Covered 1 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Life Insurance Welfare Benefit Yes
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number	2335613
Policy instance	8
Insurance contract or identification number 2335613 Number of Individuals Covered 1 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Life Insurance Welfare Benefit Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	13613741
Policy instance	12
Insurance contract or identification number 13613741 Number of Individuals Covered 1 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Life Insurance Welfare Benefit Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	9272586
Policy instance	10
Insurance contract or identification number 9272586 Number of Individuals Covered 1 Life Insurance Welfare Benefit Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	11027778
Policy instance	7
Insurance contract or identification number 11027778 Number of Individuals Covered 1 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Life Insurance Welfare Benefit Yes
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number	7020236
Policy instance	9
Insurance contract or identification number 7020236 Number of Individuals Covered 1 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Life Insurance Welfare Benefit Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	9243705
Policy instance	2
Insurance contract or identification number 9243705 Number of Individuals Covered 1 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Life Insurance Welfare Benefit Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	11383284
Policy instance	3
Insurance contract or identification number 11383284 Number of Individuals Covered 1 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Life Insurance Welfare Benefit Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	11087157
Policy instance	4
Insurance contract or identification number 11087157 Number of Individuals Covered 1 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Life Insurance Welfare Benefit Yes
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number	7020238
Policy instance	5
Insurance contract or identification number 7020238 Number of Individuals Covered 1 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Life Insurance Welfare Benefit Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	13327829
Policy instance	6
Insurance contract or identification number 13327829 Number of Individuals Covered 1 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Life Insurance Welfare Benefit Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	11027778
Policy instance	7
Insurance contract or identification number 11027778 Number of Individuals Covered 1 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Life Insurance Welfare Benefit Yes
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number	2335613
Policy instance	8
Insurance contract or identification number 2335613 Number of Individuals Covered 1 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Life Insurance Welfare Benefit Yes
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number	7020236
Policy instance	9
Insurance contract or identification number 7020236 Number of Individuals Covered 1 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Life Insurance Welfare Benefit Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	9272586
Policy instance	10
Insurance contract or identification number 9272586 Number of Individuals Covered 1 Life Insurance Welfare Benefit Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	13643828
Policy instance	11
Insurance contract or identification number 13643828 Number of Individuals Covered 1 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Life Insurance Welfare Benefit Yes
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63665 )
Policy contract number	7020234
Policy instance	1
Insurance contract or identification number 7020234 Number of Individuals Covered 1 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Life Insurance Welfare Benefit Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	13613741
Policy instance	12
Insurance contract or identification number 13613741 Number of Individuals Covered 1 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Life Insurance Welfare Benefit Yes