401k Plan data: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN plan

COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN
Plan identification number	333

COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

COADVANTAGE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: COADVANTAGE CORPORATION

Employer identification number (EIN): 273007025

NAIC Classification: 561300

Additional information about COADVANTAGE CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4846182

More information about COADVANTAGE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2022-01-01
333 2021-01-01
333 2020-01-01
333 2019-01-01
333 2018-01-01
333 2017-01-01 JAY MARTIN JAY MARTIN 2018-10-15
333 2016-01-01 ALICIA BLEDSOE ALICIA BLEDSOE 2017-10-26
333 2015-01-01 ALICIA BLEDSOE ALICIA BLEDSOE 2016-10-14
333 2015-01-01 ALICIA BLEDSOE ALICIA BLEDSOE 2017-09-28

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
333	2022-01-01
333	2021-01-01
333	2020-01-01
333	2019-01-01
333	2018-01-01
333	2017-01-01	JAY MARTIN	JAY MARTIN	2018-10-15
333	2016-01-01	ALICIA BLEDSOE	ALICIA BLEDSOE	2017-10-26
333	2015-01-01	ALICIA BLEDSOE	ALICIA BLEDSOE	2016-10-14
333	2015-01-01	ALICIA BLEDSOE	ALICIA BLEDSOE	2017-09-28

Plan Statistics for COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN

Measure Date Value
2022: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 55,559
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 54,293
Number of retired or separated participants receiving benefits 2022-01-01 42
Number of other retired or separated participants entitled to future benefits 2022-01-01 4,873
Total of all active and inactive participants 2022-01-01 59,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 59,208
Number of participants with account balances 2022-01-01 11,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 55
2021: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 35,765
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 37,370
Number of retired or separated participants receiving benefits 2021-01-01 43
Number of other retired or separated participants entitled to future benefits 2021-01-01 2,728
Total of all active and inactive participants 2021-01-01 40,141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 40,143
Number of participants with account balances 2021-01-01 17,170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 283
2020: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 34,333
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 32,294
Number of retired or separated participants receiving benefits 2020-01-01 43
Number of other retired or separated participants entitled to future benefits 2020-01-01 2,124
Total of all active and inactive participants 2020-01-01 34,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 34,463
Number of participants with account balances 2020-01-01 15,364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 286
2019: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 31,386
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 31,106
Number of retired or separated participants receiving benefits 2019-01-01 40
Number of other retired or separated participants entitled to future benefits 2019-01-01 1,721
Total of all active and inactive participants 2019-01-01 32,867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 32,868
Number of participants with account balances 2019-01-01 14,447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 259
2018: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 24,159
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 25,032
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 1,396
Total of all active and inactive participants 2018-01-01 26,428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 26,429
Number of participants with account balances 2018-01-01 11,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 273
2017: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 22,416
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 23,106
Number of retired or separated participants receiving benefits 2017-01-01 32
Number of other retired or separated participants entitled to future benefits 2017-01-01 1,017
Total of all active and inactive participants 2017-01-01 24,155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 4
Total participants 2017-01-01 24,159
Number of participants with account balances 2017-01-01 9,443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 145
2016: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 19,060
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 21,636
Number of retired or separated participants receiving benefits 2016-01-01 7
Number of other retired or separated participants entitled to future benefits 2016-01-01 772
Total of all active and inactive participants 2016-01-01 22,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 22,416
Number of participants with account balances 2016-01-01 8,824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 192
2015: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8,666
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 18,965
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 75
Total of all active and inactive participants 2015-01-01 19,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 19,060
Number of participants with account balances 2015-01-01 3,347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 13

Measure	Date	Value
2022: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	55,559
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	54,293
Number of retired or separated participants receiving benefits	2022-01-01	42
Number of other retired or separated participants entitled to future benefits	2022-01-01	4,873
Total of all active and inactive participants	2022-01-01	59,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	59,208
Number of participants with account balances	2022-01-01	11,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	55
2021: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	35,765
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	37,370
Number of retired or separated participants receiving benefits	2021-01-01	43
Number of other retired or separated participants entitled to future benefits	2021-01-01	2,728
Total of all active and inactive participants	2021-01-01	40,141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	40,143
Number of participants with account balances	2021-01-01	17,170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	283
2020: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	34,333
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	32,294
Number of retired or separated participants receiving benefits	2020-01-01	43
Number of other retired or separated participants entitled to future benefits	2020-01-01	2,124
Total of all active and inactive participants	2020-01-01	34,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	34,463
Number of participants with account balances	2020-01-01	15,364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	286
2019: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	31,386
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	31,106
Number of retired or separated participants receiving benefits	2019-01-01	40
Number of other retired or separated participants entitled to future benefits	2019-01-01	1,721
Total of all active and inactive participants	2019-01-01	32,867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	32,868
Number of participants with account balances	2019-01-01	14,447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	259
2018: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	24,159
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	25,032
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	1,396
Total of all active and inactive participants	2018-01-01	26,428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	26,429
Number of participants with account balances	2018-01-01	11,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	273
2017: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	22,416
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	23,106
Number of retired or separated participants receiving benefits	2017-01-01	32
Number of other retired or separated participants entitled to future benefits	2017-01-01	1,017
Total of all active and inactive participants	2017-01-01	24,155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	4
Total participants	2017-01-01	24,159
Number of participants with account balances	2017-01-01	9,443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	145
2016: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	19,060
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	21,636
Number of retired or separated participants receiving benefits	2016-01-01	7
Number of other retired or separated participants entitled to future benefits	2016-01-01	772
Total of all active and inactive participants	2016-01-01	22,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	22,416
Number of participants with account balances	2016-01-01	8,824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	192
2015: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8,666
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	18,965
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	75
Total of all active and inactive participants	2015-01-01	19,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	19,060
Number of participants with account balances	2015-01-01	3,347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	13

Financial Data on COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$127,826,335
Total transfer of assets from this plan	2022-12-31	$84,981,818
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	$-15,990,590
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$97,048,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$90,866,497
Expenses. Certain deemed distributions of participant loans	2022-12-31	$632,867
Value of total corrective distributions	2022-12-31	$835,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$138,253,166
Value of total assets at end of year	2022-12-31	$851,341,082
Value of total assets at beginning of year	2022-12-31	$921,535,289
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$4,713,169
Total interest from all sources	2022-12-31	$544,960
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$32,866,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$32,866,880
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$90,592,599
Participant contributions at end of year	2022-12-31	$11,470,466
Participant contributions at beginning of year	2022-12-31	$10,541,676
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$1,877,879
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$2,192,888
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$14,336,753
Other income not declared elsewhere	2022-12-31	$30,787
Administrative expenses (other) incurred	2022-12-31	$230,406
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	$-113,038,724
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$851,341,082
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$921,535,289
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
Investment advisory and management fees	2022-12-31	$3,523,825
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$771,139,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$847,286,637
Interest on participant loans	2022-12-31	$544,960
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$66,853,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$61,514,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-187,686,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$33,323,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$90,866,497
Contract administrator fees	2022-12-31	$958,938
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2022-12-31	431947695
2021 : COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$113,659,901
Total transfer of assets from this plan	2021-12-31	$81,464,112
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	$237,074,717
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$81,330,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$75,363,835
Expenses. Certain deemed distributions of participant loans	2021-12-31	$236,727
Value of total corrective distributions	2021-12-31	$828,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$124,938,746
Value of total assets at end of year	2021-12-31	$921,535,289
Value of total assets at beginning of year	2021-12-31	$733,594,932
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$4,900,671
Total interest from all sources	2021-12-31	$2,062,384
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$32,918,651
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	$32,918,651
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$78,398,991
Participant contributions at end of year	2021-12-31	$10,541,676
Participant contributions at beginning of year	2021-12-31	$9,925,735
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$2,192,888
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$1,987,566
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$19,201,563
Other income not declared elsewhere	2021-12-31	$475,590
Administrative expenses (other) incurred	2021-12-31	$55,701
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	$155,744,568
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$921,535,289
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$733,594,932
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	$4,575,812
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$847,286,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$663,556,962
Interest on participant loans	2021-12-31	$511,937
Interest earned on other investments	2021-12-31	$1,550,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$61,514,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$58,124,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$76,679,346
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
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$27,338,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$75,363,835
Contract administrator fees	2021-12-31	$269,158
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	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2021-12-31	431947695
2020 : COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$78,326,361
Total transfer of assets from this plan	2020-12-31	$70,719,249
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	$199,214,483
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$74,383,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$70,056,406
Expenses. Certain deemed distributions of participant loans	2020-12-31	$151,457
Value of total corrective distributions	2020-12-31	$990,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$105,618,903
Value of total assets at end of year	2020-12-31	$733,594,932
Value of total assets at beginning of year	2020-12-31	$601,156,722
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,185,310
Total interest from all sources	2020-12-31	$2,429,938
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$17,048,903
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	$17,048,903
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$64,957,033
Participant contributions at end of year	2020-12-31	$9,925,735
Participant contributions at beginning of year	2020-12-31	$9,942,031
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$1,987,566
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$1,457,400
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$17,704,010
Other income not declared elsewhere	2020-12-31	$1,062,974
Administrative expenses (other) incurred	2020-12-31	$2,913
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	$124,831,098
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$733,594,932
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$601,156,722
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	$2,856,709
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$663,556,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$540,246,762
Interest on participant loans	2020-12-31	$597,183
Interest earned on other investments	2020-12-31	$1,832,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$58,124,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$49,510,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$73,053,765
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	$22,957,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$70,056,406
Contract administrator fees	2020-12-31	$325,688
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	Unqualified
Accountancy firm name	2020-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2020-12-31	431947695
2019 : COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$47,088,322
Total transfer of assets from this plan	2019-12-31	$67,127,790
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	$198,657,296
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$60,782,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$56,968,186
Expenses. Certain deemed distributions of participant loans	2019-12-31	$54,017
Value of total corrective distributions	2019-12-31	$611,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$95,483,166
Value of total assets at end of year	2019-12-31	$601,156,722
Value of total assets at beginning of year	2019-12-31	$483,321,844
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,148,800
Total interest from all sources	2019-12-31	$565,904
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$18,145,771
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	$18,145,771
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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	$55,420,492
Participant contributions at end of year	2019-12-31	$9,942,031
Participant contributions at beginning of year	2019-12-31	$9,516,355
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,457,400
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,395,720
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$19,753,555
Other income not declared elsewhere	2019-12-31	$1,538,903
Administrative expenses (other) incurred	2019-12-31	$7,655
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	$137,874,346
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$601,156,722
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$483,321,844
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	$2,898,232
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$540,246,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$427,507,248
Interest on participant loans	2019-12-31	$565,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$49,510,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$44,902,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$82,923,552
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
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$20,309,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$56,968,186
Contract administrator fees	2019-12-31	$242,913
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	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2019-12-31	431947695
2018 : COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$142,150,717
Total transfer of assets from this plan	2018-12-31	$47,692,103
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$47,353,286
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$49,470,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$46,495,063
Expenses. Certain deemed distributions of participant loans	2018-12-31	$97,327
Value of total corrective distributions	2018-12-31	$589,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$76,522,574
Value of total assets at end of year	2018-12-31	$483,321,844
Value of total assets at beginning of year	2018-12-31	$390,980,633
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,288,809
Total interest from all sources	2018-12-31	$419,568
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$23,731,747
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	$23,731,747
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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	$44,954,651
Participant contributions at end of year	2018-12-31	$9,516,355
Participant contributions at beginning of year	2018-12-31	$6,365,791
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$1,395,720
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$15,610,585
Administrative expenses (other) incurred	2018-12-31	$600
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	$-2,117,403
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$483,321,844
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$390,980,633
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	$2,102,856
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$427,507,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$352,907,603
Interest on participant loans	2018-12-31	$419,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$44,902,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$31,707,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-53,320,603
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
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$15,957,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$46,495,063
Contract administrator fees	2018-12-31	$185,353
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
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2018-12-31	390859910
2017 : COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$52,792,227
Total transfer of assets from this plan	2017-12-31	$54,738,245
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$110,944,033
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$43,828,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$41,564,678
Expenses. Certain deemed distributions of participant loans	2017-12-31	$111,972
Value of total corrective distributions	2017-12-31	$351,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$57,500,173
Value of total assets at end of year	2017-12-31	$390,980,633
Value of total assets at beginning of year	2017-12-31	$325,811,132
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,800,108
Total interest from all sources	2017-12-31	$304,390
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$15,669,788
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	$15,669,788
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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	$36,248,810
Participant contributions at end of year	2017-12-31	$6,365,791
Participant contributions at beginning of year	2017-12-31	$6,612,454
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$7,898,983
Administrative expenses (other) incurred	2017-12-31	$300
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	$67,115,519
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$390,980,633
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$325,811,132
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	$1,653,533
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$352,907,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$284,999,495
Interest on participant loans	2017-12-31	$304,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$31,707,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$34,199,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$37,469,682
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	$13,352,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$41,564,678
Contract administrator fees	2017-12-31	$146,275
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
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	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2017-12-31	431947695
2016 : COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$153,996,299
Total transfer of assets from this plan	2016-12-31	$22,058,062
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$121,611,469
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$27,521,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$26,043,582
Expenses. Certain deemed distributions of participant loans	2016-12-31	$104,623
Value of total corrective distributions	2016-12-31	$343,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$94,340,753
Value of total assets at end of year	2016-12-31	$325,811,132
Value of total assets at beginning of year	2016-12-31	$99,782,925
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,029,713
Total interest from all sources	2016-12-31	$265,463
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$9,285,906
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	$9,285,906
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$29,940,078
Participant contributions at end of year	2016-12-31	$6,612,454
Participant contributions at beginning of year	2016-12-31	$3,109,200
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$52,751,661
Administrative expenses (other) incurred	2016-12-31	$400
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	$94,089,970
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$325,811,132
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$99,782,925
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	$922,576
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$284,999,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$86,825,295
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$265,463
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$34,199,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$9,848,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$17,719,347
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
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$11,649,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$26,043,582
Contract administrator fees	2016-12-31	$106,737
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	VESTAL & WILER
Accountancy firm EIN	2016-12-31	593198021
2015 : COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$13,648,443
Total transfer of assets from this plan	2015-12-31	$499,618
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$15,038,811
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$22,411,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$21,184,889
Expenses. Certain deemed distributions of participant loans	2015-12-31	$586,887
Value of total corrective distributions	2015-12-31	$165,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$15,877,412
Value of total assets at end of year	2015-12-31	$99,782,925
Value of total assets at beginning of year	2015-12-31	$94,006,383
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$473,906
Total interest from all sources	2015-12-31	$118,662
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$3,716,132
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	$3,716,132
Administrative expenses professional fees incurred	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$11,071,495
Participant contributions at end of year	2015-12-31	$3,109,200
Participant contributions at beginning of year	2015-12-31	$2,766,268
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,504,676
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$50
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	$-7,372,283
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$99,782,925
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$94,006,383
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	$115,411
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$86,825,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$0
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$82,526,819
Interest on participant loans	2015-12-31	$118,662
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$9,848,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$8,713,296
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-4,673,395
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$0
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
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$3,301,241
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$21,184,889
Contract administrator fees	2015-12-31	$358,445
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	VESTAL & WILER
Accountancy firm EIN	2015-12-31	593198021

Form 5500 Responses for COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN

2022: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple 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: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple 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: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple 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: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple 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: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple 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: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple 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: COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple 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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61723

Policy instance

Insurance contract or identification number	MR 61723
Number of Individuals Covered	3266
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $-1,137
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?	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
Commission paid to Insurance Broker	USD $23
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61723

Policy instance

Insurance contract or identification number	MR 61723
Number of Individuals Covered	40143
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $241
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?	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
Commission paid to Insurance Broker	USD $217
Insurance broker organization code?	4

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61723

Policy instance

Insurance contract or identification number	MR 61723
Number of Individuals Covered	34463
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $257
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?	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
Commission paid to Insurance Broker	USD $208
Insurance broker organization code?	4

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61723

Policy instance

Insurance contract or identification number	MR 61723
Number of Individuals Covered	32868
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $463
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?	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
Commission paid to Insurance Broker	USD $258
Insurance broker organization code?	4

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61723

Policy instance

Insurance contract or identification number	MR 61723
Number of Individuals Covered	26429
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1
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?	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
Commission paid to Insurance Broker	USD $1
Insurance broker organization code?	4

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61723

Policy instance

Insurance contract or identification number	MR 61723
Number of Individuals Covered	24159
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61723

Policy instance

Insurance contract or identification number	MR 61723
Number of Individuals Covered	19060
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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:	COADVANTAGE CORPORATION
Employer identification number (EIN):	273007025
NAIC Classification:	561300

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4846182