401k Plan data: ALLIED AFFORDABLE HOUSING, LLC RETIREMENT TRUST plan

ALLIED AFFORDABLE HOUSING, LLC RETIREMENT TRUST 401k Plan overview

Plan Name	ALLIED AFFORDABLE HOUSING, LLC RETIREMENT TRUST
Plan identification number	001

ALLIED AFFORDABLE HOUSING, LLC RETIREMENT TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ALLIED AFFORDABLE HOUSING, LLC has sponsored the creation of one or more 401k plans.

Company Name: ALLIED AFFORDABLE HOUSING, LLC

Employer identification number (EIN): 270258356

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Additional information about ALLIED AFFORDABLE HOUSING, LLC

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: 200912810119

More information about ALLIED AFFORDABLE HOUSING, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLIED AFFORDABLE HOUSING, LLC RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 ROXANNE SUDIQUE 2022-10-11
001 2020-01-01 ROXANNE SUDIQUE 2021-10-13
001 2020-01-01 ROXANNE SUDIQUE 2022-03-16
001 2019-01-01
001 2018-01-01 ROXANNE SUDIQUE 2019-12-02
001 2018-01-01 ROXANNE SUDIQUE 2019-10-29
001 2017-01-01 LORRIE RILEY 2018-06-14
001 2016-01-01 ASHLEY TUCKER 2017-07-13
001 2015-01-01 CHARLES O'NEAL 2016-07-01
001 2014-06-01 CHARLES ONEAL 2015-06-30 CHARLES ONEAL 2015-06-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	ROXANNE SUDIQUE	2022-10-11
001	2020-01-01	ROXANNE SUDIQUE	2021-10-13
001	2020-01-01	ROXANNE SUDIQUE	2022-03-16
001	2019-01-01
001	2018-01-01	ROXANNE SUDIQUE	2019-12-02
001	2018-01-01	ROXANNE SUDIQUE	2019-10-29
001	2017-01-01	LORRIE RILEY	2018-06-14
001	2016-01-01	ASHLEY TUCKER	2017-07-13
001	2015-01-01	CHARLES O'NEAL	2016-07-01
001	2014-06-01	CHARLES ONEAL	2015-06-30	CHARLES ONEAL	2015-06-30

Plan Statistics for ALLIED AFFORDABLE HOUSING, LLC RETIREMENT TRUST

401k plan membership statisitcs for ALLIED AFFORDABLE HOUSING, LLC RETIREMENT TRUST

Measure Date Value
2021: ALLIED AFFORDABLE HOUSING, LLC RETIREMENT TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 392
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 323
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 51
Total of all active and inactive participants 2021-01-01 374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 374
Number of participants with account balances 2021-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 38
2020: ALLIED AFFORDABLE HOUSING, LLC RETIREMENT TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 354
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 11
Total of all active and inactive participants 2020-01-01 365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 365
Number of participants with account balances 2020-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2019: ALLIED AFFORDABLE HOUSING, LLC RETIREMENT TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 178
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 185
Number of participants with account balances 2019-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3

Measure	Date	Value
2021: ALLIED AFFORDABLE HOUSING, LLC RETIREMENT TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	392
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	323
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	51
Total of all active and inactive participants	2021-01-01	374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	374
Number of participants with account balances	2021-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	38
2020: ALLIED AFFORDABLE HOUSING, LLC RETIREMENT TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	354
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	11
Total of all active and inactive participants	2020-01-01	365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	365
Number of participants with account balances	2020-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2019: ALLIED AFFORDABLE HOUSING, LLC RETIREMENT TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	178
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	185
Number of participants with account balances	2019-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3

Financial Data on ALLIED AFFORDABLE HOUSING, LLC RETIREMENT TRUST

Measure	Date	Value
2021 : ALLIED AFFORDABLE HOUSING, LLC RETIREMENT TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$820,283
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$68,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$53,376
Value of total corrective distributions	2021-12-31	$15,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$656,322
Value of total assets at end of year	2021-12-31	$2,008,599
Value of total assets at beginning of year	2021-12-31	$1,256,717
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$1,747
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
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	$533,965
Participant contributions at end of year	2021-12-31	$51,229
Participant contributions at beginning of year	2021-12-31	$40,350
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$9,584
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
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$751,882
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,008,599
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,256,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,739,402
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,047,070
Interest on participant loans	2021-12-31	$1,747
Value of interest in common/collective trusts at end of year	2021-12-31	$213,929
Value of interest in common/collective trusts at beginning of year	2021-12-31	$165,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$162,214
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	$112,773
Employer contributions (assets) at end of year	2021-12-31	$4,039
Employer contributions (assets) at beginning of year	2021-12-31	$4,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$53,376
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	2021-12-31	Yes
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	CORNER, NOWLING AND ASSOCIATES, P.C
Accountancy firm EIN	2021-12-31	352119569
2020 : ALLIED AFFORDABLE HOUSING, LLC RETIREMENT TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$563,075
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$194,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$180,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$388,652
Value of total assets at end of year	2020-12-31	$1,252,678
Value of total assets at beginning of year	2020-12-31	$884,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$14,749
Total interest from all sources	2020-12-31	$35,770
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,275
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$2,275
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
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	$264,138
Participant contributions at end of year	2020-12-31	$40,350
Participant contributions at beginning of year	2020-12-31	$35,493
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$72,519
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$609
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	$368,102
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,252,678
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$884,576
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	$14,749
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$849,083
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,047,070
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$1,795
Interest earned on other investments	2020-12-31	$33,975
Value of interest in common/collective trusts at end of year	2020-12-31	$165,258
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$136,378
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	$51,995
Employer contributions (assets) at end of year	2020-12-31	$4,039
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$179,615
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	2020-12-31	Yes
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	CORNER, NOWLING AND ASSOCIATES, P.C
Accountancy firm EIN	2020-12-31	352119569
2019 : ALLIED AFFORDABLE HOUSING, LLC RETIREMENT TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$417,194
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$75,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$58,581
Expenses. Certain deemed distributions of participant loans	2019-12-31	$4,730
Value of total corrective distributions	2019-12-31	$11,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$267,452
Value of total assets at end of year	2019-12-31	$884,576
Value of total assets at beginning of year	2019-12-31	$543,110
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$625
Total interest from all sources	2019-12-31	$4,963
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$20,979
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	$20,979
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$55,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$165,428
Participant contributions at end of year	2019-12-31	$35,493
Participant contributions at beginning of year	2019-12-31	$44,601
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$72,553
Other income not declared elsewhere	2019-12-31	$324
Administrative expenses (other) incurred	2019-12-31	$625
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	$341,466
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$884,576
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$543,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$849,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$498,509
Interest on participant loans	2019-12-31	$4,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$123,476
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	$29,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$58,581
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DASHBOARD ACCOUNTANTS INC
Accountancy firm EIN	2019-12-31	262896863

Form 5500 Responses for ALLIED AFFORDABLE HOUSING, LLC RETIREMENT TRUST

2021: ALLIED AFFORDABLE HOUSING, LLC RETIREMENT TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ALLIED AFFORDABLE HOUSING, LLC RETIREMENT TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALLIED AFFORDABLE HOUSING, LLC RETIREMENT TRUST 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G39833

Policy instance

Insurance contract or identification number	G39833
Number of Individuals Covered	198
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G3933

Policy instance

Insurance contract or identification number	G3933
Number of Individuals Covered	135
Insurance policy start date	2020-05-01
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ALLIED AFFORDABLE HOUSING, LLC
Employer identification number (EIN):	270258356
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	200912810119