401k Plan data: MERIT CONTRACTORS, LLC 401(K) PLAN plan

MERIT CONTRACTORS, LLC 401(K) PLAN 401k Plan overview

Plan Name	MERIT CONTRACTORS, LLC 401(K) PLAN
Plan identification number	001

MERIT CONTRACTORS, LLC 401(K) 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MERIT CONTRACTORS, LLC has sponsored the creation of one or more 401k plans.

Company Name: MERIT CONTRACTORS, LLC

Employer identification number (EIN): 272123029

NAIC Classification: 238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERIT CONTRACTORS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 C. MATTHEW SATTERSTEN 2023-07-11
001 2021-01-01 C. MATTHEW SATTERSTEN 2022-08-16
001 2020-01-01 C. MATTHEW SATTERSTEN 2021-07-07
001 2019-01-01
001 2018-01-01 C. MATTHEW SATTERSTEN
001 2017-01-01 C. MATTHEW SATTERSTEN
001 2016-01-01 C. MATTHEW SATTERSTEN
001 2015-01-01 C. MATTHEW SATTERSTEN
001 2014-01-01 C. MATTHEW SATTERSTEN
001 2013-01-01 C. MATTHEW SATTERSTEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	C. MATTHEW SATTERSTEN	2023-07-11
001	2021-01-01	C. MATTHEW SATTERSTEN	2022-08-16
001	2020-01-01	C. MATTHEW SATTERSTEN	2021-07-07
001	2019-01-01
001	2018-01-01	C. MATTHEW SATTERSTEN
001	2017-01-01	C. MATTHEW SATTERSTEN
001	2016-01-01	C. MATTHEW SATTERSTEN
001	2015-01-01	C. MATTHEW SATTERSTEN
001	2014-01-01	C. MATTHEW SATTERSTEN
001	2013-01-01	C. MATTHEW SATTERSTEN

Plan Statistics for MERIT CONTRACTORS, LLC 401(K) PLAN

401k plan membership statisitcs for MERIT CONTRACTORS, LLC 401(K) PLAN

Measure Date Value
2019: MERIT CONTRACTORS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 88
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 4
Total of all active and inactive participants 2019-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 92
Number of participants with account balances 2019-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MERIT CONTRACTORS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 95
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 101
Number of participants with account balances 2018-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MERIT CONTRACTORS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 85
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 89
Number of participants with account balances 2017-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MERIT CONTRACTORS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 72
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 14
Total of all active and inactive participants 2016-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 86
Number of participants with account balances 2016-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MERIT CONTRACTORS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 62
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 65
Number of participants with account balances 2015-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MERIT CONTRACTORS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 53
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 53
Number of participants with account balances 2014-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MERIT CONTRACTORS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2019: MERIT CONTRACTORS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	88
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	4
Total of all active and inactive participants	2019-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	92
Number of participants with account balances	2019-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MERIT CONTRACTORS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	95
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	101
Number of participants with account balances	2018-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MERIT CONTRACTORS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	85
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	89
Number of participants with account balances	2017-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MERIT CONTRACTORS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	72
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	14
Total of all active and inactive participants	2016-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	86
Number of participants with account balances	2016-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MERIT CONTRACTORS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	62
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	65
Number of participants with account balances	2015-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MERIT CONTRACTORS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	53
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	53
Number of participants with account balances	2014-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MERIT CONTRACTORS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on MERIT CONTRACTORS, LLC 401(K) PLAN

Measure	Date	Value
2019 : MERIT CONTRACTORS, LLC 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$278,190
Expenses. Total of all expenses incurred	2019-12-31	$51,635
Benefits paid (including direct rollovers)	2019-12-31	$47,474
Total plan assets at end of year	2019-12-31	$831,773
Total plan assets at beginning of year	2019-12-31	$605,218
Value of fidelity bond covering the plan	2019-12-31	$200,000
Total contributions received or receivable from participants	2019-12-31	$83,147
Other income received	2019-12-31	$138,879
Net income (gross income less expenses)	2019-12-31	$226,555
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$831,773
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$605,218
Total contributions received or receivable from employer(s)	2019-12-31	$56,164
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$4,161
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : MERIT CONTRACTORS, LLC 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$90,216
Expenses. Total of all expenses incurred	2018-12-31	$52,940
Benefits paid (including direct rollovers)	2018-12-31	$49,101
Total plan assets at end of year	2018-12-31	$605,218
Total plan assets at beginning of year	2018-12-31	$567,942
Value of fidelity bond covering the plan	2018-12-31	$200,000
Total contributions received or receivable from participants	2018-12-31	$78,739
Other income received	2018-12-31	$-44,145
Net income (gross income less expenses)	2018-12-31	$37,276
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$605,218
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$567,942
Total contributions received or receivable from employer(s)	2018-12-31	$55,622
Value of corrective distributions	2018-12-31	$53
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,786
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : MERIT CONTRACTORS, LLC 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$220,180
Expenses. Total of all expenses incurred	2017-12-31	$95,727
Benefits paid (including direct rollovers)	2017-12-31	$90,886
Total plan assets at end of year	2017-12-31	$567,942
Total plan assets at beginning of year	2017-12-31	$443,489
Value of fidelity bond covering the plan	2017-12-31	$200,000
Total contributions received or receivable from participants	2017-12-31	$78,000
Other income received	2017-12-31	$85,121
Net income (gross income less expenses)	2017-12-31	$124,453
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$567,942
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$443,489
Total contributions received or receivable from employer(s)	2017-12-31	$57,059
Value of corrective distributions	2017-12-31	$43
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$4,798
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : MERIT CONTRACTORS, LLC 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$183,788
Expenses. Total of all expenses incurred	2016-12-31	$4,823
Benefits paid (including direct rollovers)	2016-12-31	$1,784
Total plan assets at end of year	2016-12-31	$443,489
Total plan assets at beginning of year	2016-12-31	$264,524
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$87,878
Other income received	2016-12-31	$31,891
Net income (gross income less expenses)	2016-12-31	$178,965
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$443,489
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$264,524
Total contributions received or receivable from employer(s)	2016-12-31	$64,019
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,039
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MERIT CONTRACTORS, LLC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$141,354
Expenses. Total of all expenses incurred	2015-12-31	$10,854
Benefits paid (including direct rollovers)	2015-12-31	$8,776
Total plan assets at end of year	2015-12-31	$264,524
Total plan assets at beginning of year	2015-12-31	$134,024
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$87,356
Other income received	2015-12-31	$-6,201
Net income (gross income less expenses)	2015-12-31	$130,500
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$264,524
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$134,024
Total contributions received or receivable from employer(s)	2015-12-31	$60,199
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,078
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MERIT CONTRACTORS, LLC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$83,721
Expenses. Total of all expenses incurred	2014-12-31	$2,906
Benefits paid (including direct rollovers)	2014-12-31	$1,743
Total plan assets at end of year	2014-12-31	$134,024
Total plan assets at beginning of year	2014-12-31	$53,209
Value of fidelity bond covering the plan	2014-12-31	$5,500
Total contributions received or receivable from participants	2014-12-31	$45,100
Other income received	2014-12-31	$4,687
Net income (gross income less expenses)	2014-12-31	$80,815
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$134,024
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$53,209
Total contributions received or receivable from employer(s)	2014-12-31	$33,934
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,163
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MERIT CONTRACTORS, LLC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$53,734
Expenses. Total of all expenses incurred	2013-12-31	$525
Total plan assets at end of year	2013-12-31	$53,209
Total plan assets at beginning of year	2013-12-31	$0
Value of fidelity bond covering the plan	2013-12-31	$5,000
Total contributions received or receivable from participants	2013-12-31	$28,941
Other income received	2013-12-31	$2,813
Net income (gross income less expenses)	2013-12-31	$53,209
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$53,209
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$21,980
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$525

Form 5500 Responses for MERIT CONTRACTORS, LLC 401(K) PLAN

2019: MERIT CONTRACTORS, LLC 401(K) 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: MERIT CONTRACTORS, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MERIT CONTRACTORS, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MERIT CONTRACTORS, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MERIT CONTRACTORS, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MERIT CONTRACTORS, LLC 401(K) 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: MERIT CONTRACTORS, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
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

Insurance Providers Used on plan

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

Policy contract number

109691

Policy instance

Insurance contract or identification number	109691
Number of Individuals Covered	24
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $3,364
Total amount of fees paid to insurance company	USD $517
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	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,364
Insurance broker organization code?	7
Amount paid for insurance broker fees	517
Additional information about fees paid to insurance broker	TPA SERVICE FEES

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

Policy contract number

109691

Policy instance

Insurance contract or identification number	109691
Number of Individuals Covered	24
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $2,895
Total amount of fees paid to insurance company	USD $410
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	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,895
Insurance broker organization code?	7
Amount paid for insurance broker fees	410
Additional information about fees paid to insurance broker	TPA SERVICE FEES

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

Policy contract number

109691

Policy instance

Insurance contract or identification number	109691
Number of Individuals Covered	25
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $2,441
Total amount of fees paid to insurance company	USD $1,022
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	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,441
Insurance broker organization code?	7
Amount paid for insurance broker fees	1022
Additional information about fees paid to insurance broker	TPA SERVICE FEES
Insurance broker name	PPG RETIREMENT PLAN SERVICES LTD

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Company Name:	MERIT CONTRACTORS, LLC
Employer identification number (EIN):	272123029
NAIC Classification:	238100