401k Plan data: METTLER AGENCY INC MONEY PURCHASE PENSION PLAN & TRUST plan

METTLER AGENCY INC MONEY PURCHASE PENSION PLAN & TRUST 401k Plan overview

Plan Name	METTLER AGENCY INC MONEY PURCHASE PENSION PLAN & TRUST
Plan identification number	001

METTLER AGENCY INC MONEY PURCHASE PENSION PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

METTLER AGENCY INC has sponsored the creation of one or more 401k plans.

Company Name: METTLER AGENCY INC

Employer identification number (EIN): 361117846

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan METTLER AGENCY INC MONEY PURCHASE PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 THOMAS METTLER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	THOMAS METTLER

Plan Statistics for METTLER AGENCY INC MONEY PURCHASE PENSION PLAN & TRUST

401k plan membership statisitcs for METTLER AGENCY INC MONEY PURCHASE PENSION PLAN & TRUST

Measure Date Value
2017: METTLER AGENCY INC MONEY PURCHASE PENSION PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Total of all active and inactive participants 2017-01-01 8
Total participants 2017-01-01 8

Measure	Date	Value
2017: METTLER AGENCY INC MONEY PURCHASE PENSION PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Total of all active and inactive participants	2017-01-01	8
Total participants	2017-01-01	8

Form 5500 Responses for METTLER AGENCY INC MONEY PURCHASE PENSION PLAN & TRUST

2017: METTLER AGENCY INC MONEY PURCHASE PENSION PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
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 benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

AUTO-OWNERS LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 61190 )

Policy contract number

988094

Policy instance

Insurance contract or identification number	988094
Number of Individuals Covered	6
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $343
Are there contracts with allocated funds for individual policies?	1
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 $343
Insurance broker name	METTLER AGENCY INC

ILLINOIS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64580 )

Policy contract number

21172

Policy instance

Insurance contract or identification number	21172
Number of Individuals Covered	2
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $14,998
Are there contracts with allocated funds for individual policies?	1
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 $149
Insurance broker name	METTLER AGENCY INC

Potentially related plans

METTLER AGENCY INC MONEY PURCHASE PENSION PLAN & TRUST [EIN = 351117846]

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Company Name:	METTLER AGENCY INC
Employer identification number (EIN):	361117846
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages