401k Plan data: ULPS EMPLOYEE SAVINGS PLAN plan

ULPS EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan Name	ULPS EMPLOYEE SAVINGS PLAN
Plan identification number	001

ULPS EMPLOYEE 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(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

UT LE BONHEUR PEDIATRIC SPECIALISTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: UT LE BONHEUR PEDIATRIC SPECIALISTS, INC.

Employer identification number (EIN): 273426141

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ULPS EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01 ANTHONY FERRARA 2023-04-13
001 2020-07-01 ANTHONY FERRARA 2022-04-14
001 2019-07-01 ANTHONY FERRARA 2021-04-12
001 2018-07-01 ANTHONY FERRARA 2020-04-14
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2015-01-01
001 2014-01-01 ANTHONY FERRARA
001 2013-01-01 ANTHONY FERRARA
001 2012-01-01 ANTHONY FERRARA 2013-10-11
001 2011-01-01 ANTHONY FERRARA 2012-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-07-01	ANTHONY FERRARA	2023-04-13
001	2020-07-01	ANTHONY FERRARA	2022-04-14
001	2019-07-01	ANTHONY FERRARA	2021-04-12
001	2018-07-01	ANTHONY FERRARA	2020-04-14
001	2017-07-01
001	2016-07-01
001	2015-07-01
001	2015-01-01
001	2014-01-01	ANTHONY FERRARA
001	2013-01-01	ANTHONY FERRARA
001	2012-01-01	ANTHONY FERRARA	2013-10-11
001	2011-01-01	ANTHONY FERRARA	2012-10-10

Plan Statistics for ULPS EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for ULPS EMPLOYEE SAVINGS PLAN

Measure Date Value
2021: ULPS EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 294
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 238
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 66
Total of all active and inactive participants 2021-07-01 304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 304
Number of participants with account balances 2021-07-01 304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: ULPS EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 288
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 238
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 52
Total of all active and inactive participants 2020-07-01 290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 290
Number of participants with account balances 2020-07-01 290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: ULPS EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 264
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 241
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 45
Total of all active and inactive participants 2019-07-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 286
Number of participants with account balances 2019-07-01 286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: ULPS EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 249
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 217
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 42
Total of all active and inactive participants 2018-07-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 259
Number of participants with account balances 2018-07-01 259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: ULPS EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 233
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 206
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 38
Total of all active and inactive participants 2017-07-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 244
Number of participants with account balances 2017-07-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: ULPS EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 209
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 205
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 25
Total of all active and inactive participants 2016-07-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 230
Number of participants with account balances 2016-07-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: ULPS EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 185
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 176
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 21
Total of all active and inactive participants 2015-07-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 1
Total participants 2015-07-01 198
Number of participants with account balances 2015-07-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
Total participants, beginning-of-year 2015-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 160
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 15
Total of all active and inactive participants 2015-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 176
Number of participants with account balances 2015-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ULPS EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 154
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 19
Total of all active and inactive participants 2014-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 174
Number of participants with account balances 2014-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ULPS EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 139
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 20
Total of all active and inactive participants 2013-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 160
Number of participants with account balances 2013-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2021: ULPS EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	294
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	238
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	66
Total of all active and inactive participants	2021-07-01	304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	304
Number of participants with account balances	2021-07-01	304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: ULPS EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	288
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	238
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	52
Total of all active and inactive participants	2020-07-01	290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	290
Number of participants with account balances	2020-07-01	290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: ULPS EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	264
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	241
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	45
Total of all active and inactive participants	2019-07-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	286
Number of participants with account balances	2019-07-01	286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: ULPS EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	249
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	217
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	42
Total of all active and inactive participants	2018-07-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	259
Number of participants with account balances	2018-07-01	259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: ULPS EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	233
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	206
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	38
Total of all active and inactive participants	2017-07-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	244
Number of participants with account balances	2017-07-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: ULPS EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	209
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	205
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	25
Total of all active and inactive participants	2016-07-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	230
Number of participants with account balances	2016-07-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: ULPS EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	185
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	176
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	21
Total of all active and inactive participants	2015-07-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	1
Total participants	2015-07-01	198
Number of participants with account balances	2015-07-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
Total participants, beginning-of-year	2015-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	160
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	15
Total of all active and inactive participants	2015-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	176
Number of participants with account balances	2015-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ULPS EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	154
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	19
Total of all active and inactive participants	2014-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	174
Number of participants with account balances	2014-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ULPS EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	139
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	20
Total of all active and inactive participants	2013-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	160
Number of participants with account balances	2013-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on ULPS EMPLOYEE SAVINGS PLAN

Measure	Date	Value
2022 : ULPS EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-1,765,512
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$1,563,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,330,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$5,824,776
Value of total assets at end of year	2022-06-30	$44,754,628
Value of total assets at beginning of year	2022-06-30	$48,083,701
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$233,365
Total interest from all sources	2022-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$1,321,648
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$275,333
Other income not declared elsewhere	2022-06-30	$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	2022-06-30	No
Value of net income/loss	2022-06-30	$-3,329,073
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$44,754,628
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$48,083,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$233,365
Value of interest in pooled separate accounts at end of year	2022-06-30	$44,754,628
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$48,064,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-7,590,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$4,227,795
Employer contributions (assets) at end of year	2022-06-30	$0
Employer contributions (assets) at beginning of year	2022-06-30	$18,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,330,196
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	FORVIS,LLP
Accountancy firm EIN	2022-06-30	440160260
2021 : ULPS EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$16,375,122
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$840,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$645,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$5,476,570
Value of total assets at end of year	2021-06-30	$48,083,701
Value of total assets at beginning of year	2021-06-30	$32,548,634
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$194,512
Total interest from all sources	2021-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$1,221,955
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$98,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$15,535,067
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$48,083,701
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$32,548,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$194,512
Value of interest in pooled separate accounts at end of year	2021-06-30	$48,064,801
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$32,513,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$10,898,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$4,156,090
Employer contributions (assets) at end of year	2021-06-30	$18,900
Employer contributions (assets) at beginning of year	2021-06-30	$35,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$645,543
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2021-06-30	560747981
2020 : ULPS EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$6,541,482
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$698,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$544,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$5,323,073
Value of total assets at end of year	2020-06-30	$32,548,634
Value of total assets at beginning of year	2020-06-30	$26,705,835
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$154,583
Total interest from all sources	2020-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$1,079,089
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$253
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$259,046
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$0
Total non interest bearing cash at end of year	2020-06-30	$0
Total non interest bearing cash at beginning of year	2020-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$5,842,799
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$32,548,634
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$26,705,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$154,583
Value of interest in pooled separate accounts at end of year	2020-06-30	$32,513,319
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$26,668,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$1,218,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$3,984,938
Employer contributions (assets) at end of year	2020-06-30	$35,315
Employer contributions (assets) at beginning of year	2020-06-30	$36,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$544,100
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2020-06-30	560747981
2019 : ULPS EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$5,914,148
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$873,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$739,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$4,449,262
Value of total assets at end of year	2019-06-30	$26,705,835
Value of total assets at beginning of year	2019-06-30	$21,664,995
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$134,254
Total interest from all sources	2019-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$871,088
Participant contributions at end of year	2019-06-30	$253
Participant contributions at beginning of year	2019-06-30	$350
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$33,714
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$0
Other income not declared elsewhere	2019-06-30	$7,580
Total non interest bearing cash at end of year	2019-06-30	$0
Total non interest bearing cash at beginning of year	2019-06-30	$26,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$5,040,840
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$26,705,835
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$21,664,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$134,254
Value of interest in pooled separate accounts at end of year	2019-06-30	$26,668,686
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$21,637,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$0
Net investment gain/loss from pooled separate accounts	2019-06-30	$1,457,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$3,544,460
Employer contributions (assets) at end of year	2019-06-30	$36,896
Employer contributions (assets) at beginning of year	2019-06-30	$214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$739,054
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2019-06-30	560747981
2018 : ULPS EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$5,844,077
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$724,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$700,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$4,317,902
Value of total assets at end of year	2018-06-30	$21,664,995
Value of total assets at beginning of year	2018-06-30	$16,545,444
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$24,384
Total interest from all sources	2018-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$747,225
Participant contributions at end of year	2018-06-30	$350
Participant contributions at beginning of year	2018-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$97,709
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$0
Total non interest bearing cash at end of year	2018-06-30	$26,592
Total non interest bearing cash at beginning of year	2018-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$5,119,551
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$21,664,995
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$16,545,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$24,384
Value of interest in pooled separate accounts at end of year	2018-06-30	$21,637,839
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$16,043,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$298,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$298,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$0
Net investment gain/loss from pooled separate accounts	2018-06-30	$1,526,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$3,472,968
Employer contributions (assets) at end of year	2018-06-30	$214
Employer contributions (assets) at beginning of year	2018-06-30	$203,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$700,142
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2018-06-30	560747981
2017 : ULPS EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$5,618,044
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$725,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$683,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$3,796,279
Value of total assets at end of year	2017-06-30	$16,545,444
Value of total assets at beginning of year	2017-06-30	$11,652,674
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$41,783
Total interest from all sources	2017-06-30	$-686
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Administrative expenses professional fees incurred	2017-06-30	$41,783
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$549,978
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$31,716
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$29,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$4,892,770
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$16,545,444
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$11,652,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in pooled separate accounts at end of year	2017-06-30	$16,043,248
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$11,602,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$298,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$20,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$20,950
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$-686
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$1,822,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$3,214,585
Employer contributions (assets) at end of year	2017-06-30	$203,831
Employer contributions (assets) at beginning of year	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$683,491
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2017-06-30	560747981
2016 : ULPS EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$2,945,354
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$700,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$648,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$3,065,425
Value of total assets at end of year	2016-06-30	$11,652,674
Value of total assets at beginning of year	2016-06-30	$9,407,964
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$52,636
Total interest from all sources	2016-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$333,667
Participant contributions at end of year	2016-06-30	$0
Participant contributions at beginning of year	2016-06-30	$8,556
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$46,209
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$29,150
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$0
Administrative expenses (other) incurred	2016-06-30	$52,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$2,244,710
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$11,652,674
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$9,407,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in pooled separate accounts at end of year	2016-06-30	$11,602,574
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$9,375,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$20,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$8,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$8,138
Net investment gain/loss from pooled separate accounts	2016-06-30	$-120,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$2,685,549
Employer contributions (assets) at end of year	2016-06-30	$0
Employer contributions (assets) at beginning of year	2016-06-30	$15,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$648,008
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2016-06-30	560747981
2015 : ULPS EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$2,054
Total income from all sources (including contributions)	2015-06-30	$1,711,603
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$321,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$298,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,507,931
Value of total assets at end of year	2015-06-30	$9,407,964
Value of total assets at beginning of year	2015-06-30	$8,019,849
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$22,726
Total interest from all sources	2015-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$77,489
Participant contributions at end of year	2015-06-30	$8,556
Participant contributions at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$207,078
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$2,054
Administrative expenses (other) incurred	2015-06-30	$22,726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$1,390,169
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$9,407,964
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$8,017,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in pooled separate accounts at end of year	2015-06-30	$9,375,869
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$8,012,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$8,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$7,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$7,394
Net investment gain/loss from pooled separate accounts	2015-06-30	$203,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$1,223,364
Employer contributions (assets) at end of year	2015-06-30	$15,401
Employer contributions (assets) at beginning of year	2015-06-30	$414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$298,708
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	No
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2015-06-30	560747981
2014 : ULPS EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$2,054
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,651,581
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$279,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$248,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,393,180
Value of total assets at end of year	2014-12-31	$8,019,849
Value of total assets at beginning of year	2014-12-31	$5,645,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$30,852
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$41,220
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$65,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$2,054
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$30,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,372,051
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,017,795
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,645,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$8,012,041
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$5,583,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$7,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$7,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$7,396
Net investment gain/loss from pooled separate accounts	2014-12-31	$258,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$2,286,914
Employer contributions (assets) at end of year	2014-12-31	$414
Employer contributions (assets) at beginning of year	2014-12-31	$54,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$248,678
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2014-12-31	560747981
2013 : ULPS EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,790,007
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$210,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$188,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,082,468
Value of total assets at end of year	2013-12-31	$5,645,744
Value of total assets at beginning of year	2013-12-31	$3,065,871
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$21,947
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$152,630
Administrative expenses (other) incurred	2013-12-31	$21,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,579,873
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,645,744
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,065,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,583,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,065,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$7,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$707,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,929,838
Employer contributions (assets) at end of year	2013-12-31	$54,635
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$188,187
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2013-12-31	560747981

Form 5500 Responses for ULPS EMPLOYEE SAVINGS PLAN

2021: ULPS EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: ULPS EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: ULPS EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: ULPS EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: ULPS EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: ULPS EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: ULPS EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
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)	Yes
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: ULPS EMPLOYEE SAVINGS 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: ULPS EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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

100934

Policy instance

Insurance contract or identification number	100934
Number of Individuals Covered	304
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $24,842
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	24842
Additional information about fees paid to insurance broker	TPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?	5

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

Policy contract number

100934

Policy instance

Insurance contract or identification number	100934
Number of Individuals Covered	292
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,677
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	10677
Additional information about fees paid to insurance broker	TPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?	5

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

Policy contract number

100934

Policy instance

Insurance contract or identification number	100934
Number of Individuals Covered	285
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $14,466
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	14466
Additional information about fees paid to insurance broker	TPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?	5

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

Policy contract number

100934

Policy instance

Insurance contract or identification number	100934
Number of Individuals Covered	254
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $26,754
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	17315
Additional information about fees paid to insurance broker	TPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?	5

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

Policy contract number

100934

Policy instance

Insurance contract or identification number	100934
Number of Individuals Covered	244
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $84,776
Total amount of fees paid to insurance company	USD $7,409
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

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

Policy contract number

100934

Policy instance

Insurance contract or identification number	100934
Number of Individuals Covered	198
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $59,191
Total amount of fees paid to insurance company	USD $4,824
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
Commission paid to Insurance Broker	USD $50,767
Amount paid for insurance broker fees	3930
Additional information about fees paid to insurance broker	BROKER COMMISSION AND OTHER ALLOWANCES
Insurance broker organization code?	6
Insurance broker name	T. ROWE PRICE ASSOCIATES, INC.

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

Policy contract number

100934

Policy instance

Insurance contract or identification number	100934
Number of Individuals Covered	179
Insurance policy start date	2015-01-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $23,915
Total amount of fees paid to insurance company	USD $2,030
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?	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 $21,755
Amount paid for insurance broker fees	1655
Additional information about fees paid to insurance broker	BROKER COMMISSION AND OTHER ALLOWANCES
Insurance broker organization code?	6
Insurance broker name	BENEFIT PLANS PLUS, LLC

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

Policy contract number

100934

Policy instance

Insurance contract or identification number	100934
Number of Individuals Covered	174
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $37,443
Total amount of fees paid to insurance company	USD $3,307
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
Commission paid to Insurance Broker	USD $34,058
Amount paid for insurance broker fees	2552
Additional information about fees paid to insurance broker	BROKER COMMISSION AND OTHER ALLOWANCES
Insurance broker organization code?	6
Insurance broker name	T. ROWE PRICE ASSOCIATES, INC.

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

Policy contract number

100934

Policy instance

Insurance contract or identification number	100934
Number of Individuals Covered	153
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $22,205
Total amount of fees paid to insurance company	USD $2,233
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?	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 $22,205
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION AND OTHER ALLOWANCES
Insurance broker organization code?	6
Insurance broker name	T. ROWE PRICE ASSOCIATES, INC.

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Company Name:	UT LE BONHEUR PEDIATRIC SPECIALISTS, INC.
Employer identification number (EIN):	273426141
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)