401k Plan data: GLENKIRK PENSION PLAN AND TRUST plan

GLENKIRK PENSION PLAN AND TRUST 401k Plan overview

Plan Name	GLENKIRK PENSION PLAN AND TRUST
Plan identification number	003

GLENKIRK PENSION PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: GLENKIRK

Employer identification number (EIN): 362345191

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GLENKIRK PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-07-01 LINDA COLEMAN 2023-04-14 LINDA COLEMAN 2023-04-14
003 2020-07-01
003 2019-07-01
003 2018-07-01
003 2017-07-01
003 2016-07-01 LINDA COLEMAN LINDA COLEMAN 2018-04-16
003 2015-07-01 LINDA COLEMAN
003 2014-07-01 LINDA COLEMAN
003 2013-07-01 LINDA COLEMAN
003 2012-07-01 LINDA COLEMAN
003 2011-07-01 LINDA COLEMAN
003 2010-07-01 LINDA COLEMAN
003 2009-07-01 LINDA COLEMAN LINDA COLEMAN 2011-04-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-07-01	LINDA COLEMAN	2023-04-14	LINDA COLEMAN	2023-04-14
003	2020-07-01
003	2019-07-01
003	2018-07-01
003	2017-07-01
003	2016-07-01	LINDA COLEMAN		LINDA COLEMAN	2018-04-16
003	2015-07-01	LINDA COLEMAN
003	2014-07-01	LINDA COLEMAN
003	2013-07-01	LINDA COLEMAN
003	2012-07-01	LINDA COLEMAN
003	2011-07-01	LINDA COLEMAN
003	2010-07-01	LINDA COLEMAN
003	2009-07-01	LINDA COLEMAN		LINDA COLEMAN	2011-04-15

Plan Statistics for GLENKIRK PENSION PLAN AND TRUST

401k plan membership statisitcs for GLENKIRK PENSION PLAN AND TRUST

Measure Date Value
2021: GLENKIRK PENSION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-07-01 404
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 118
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 112
Total of all active and inactive participants 2021-07-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 230
Number of participants with account balances 2021-07-01 227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 17
2020: GLENKIRK PENSION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-07-01 430
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 151
Number of retired or separated participants receiving benefits 2020-07-01 12
Number of other retired or separated participants entitled to future benefits 2020-07-01 277
Total of all active and inactive participants 2020-07-01 440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 1
Total participants 2020-07-01 441
Number of participants with account balances 2020-07-01 395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 15
2019: GLENKIRK PENSION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-07-01 407
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 144
Number of other retired or separated participants entitled to future benefits 2019-07-01 258
Total of all active and inactive participants 2019-07-01 402
Total participants 2019-07-01 402
Number of participants with account balances 2019-07-01 399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 27
2018: GLENKIRK PENSION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-07-01 397
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 149
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 245
Total of all active and inactive participants 2018-07-01 394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 394
Number of participants with account balances 2018-07-01 377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 22
2017: GLENKIRK PENSION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-07-01 388
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 152
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 228
Total of all active and inactive participants 2017-07-01 380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 380
Number of participants with account balances 2017-07-01 367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 14
2016: GLENKIRK PENSION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-07-01 386
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 159
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 221
Total of all active and inactive participants 2016-07-01 380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 380
Number of participants with account balances 2016-07-01 361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 13
2015: GLENKIRK PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-07-01 395
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 162
Number of other retired or separated participants entitled to future benefits 2015-07-01 210
Total of all active and inactive participants 2015-07-01 372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 372
Number of participants with account balances 2015-07-01 350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 16
2014: GLENKIRK PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-07-01 385
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 177
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 194
Total of all active and inactive participants 2014-07-01 371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 371
Number of participants with account balances 2014-07-01 354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 12
2013: GLENKIRK PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-07-01 435
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 260
Number of other retired or separated participants entitled to future benefits 2013-07-01 232
Total of all active and inactive participants 2013-07-01 492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 492
Number of participants with account balances 2013-07-01 436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 138
2012: GLENKIRK PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-07-01 403
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 208
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 182
Total of all active and inactive participants 2012-07-01 390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 390
Number of participants with account balances 2012-07-01 377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 11
2011: GLENKIRK PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-07-01 408
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 218
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 179
Total of all active and inactive participants 2011-07-01 397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 397
Number of participants with account balances 2011-07-01 392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: GLENKIRK PENSION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-07-01 382
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 226
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 159
Total of all active and inactive participants 2010-07-01 385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 385
Number of participants with account balances 2010-07-01 377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 7
2009: GLENKIRK PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-07-01 264
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 226
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 73
Total of all active and inactive participants 2009-07-01 299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 299
Number of participants with account balances 2009-07-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 9

Measure	Date	Value
2021: GLENKIRK PENSION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-07-01	404
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	118
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	112
Total of all active and inactive participants	2021-07-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	230
Number of participants with account balances	2021-07-01	227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	17
2020: GLENKIRK PENSION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-07-01	430
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	151
Number of retired or separated participants receiving benefits	2020-07-01	12
Number of other retired or separated participants entitled to future benefits	2020-07-01	277
Total of all active and inactive participants	2020-07-01	440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	1
Total participants	2020-07-01	441
Number of participants with account balances	2020-07-01	395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	15
2019: GLENKIRK PENSION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-07-01	407
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	144
Number of other retired or separated participants entitled to future benefits	2019-07-01	258
Total of all active and inactive participants	2019-07-01	402
Total participants	2019-07-01	402
Number of participants with account balances	2019-07-01	399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	27
2018: GLENKIRK PENSION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-07-01	397
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	149
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	245
Total of all active and inactive participants	2018-07-01	394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	394
Number of participants with account balances	2018-07-01	377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	22
2017: GLENKIRK PENSION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-07-01	388
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	152
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	228
Total of all active and inactive participants	2017-07-01	380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	380
Number of participants with account balances	2017-07-01	367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	14
2016: GLENKIRK PENSION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-07-01	386
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	159
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	221
Total of all active and inactive participants	2016-07-01	380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	380
Number of participants with account balances	2016-07-01	361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	13
2015: GLENKIRK PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-07-01	395
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	162
Number of other retired or separated participants entitled to future benefits	2015-07-01	210
Total of all active and inactive participants	2015-07-01	372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	372
Number of participants with account balances	2015-07-01	350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	16
2014: GLENKIRK PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-07-01	385
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	177
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	194
Total of all active and inactive participants	2014-07-01	371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	371
Number of participants with account balances	2014-07-01	354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	12
2013: GLENKIRK PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-07-01	435
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	260
Number of other retired or separated participants entitled to future benefits	2013-07-01	232
Total of all active and inactive participants	2013-07-01	492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	492
Number of participants with account balances	2013-07-01	436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	138
2012: GLENKIRK PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-07-01	403
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	208
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	182
Total of all active and inactive participants	2012-07-01	390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	390
Number of participants with account balances	2012-07-01	377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	11
2011: GLENKIRK PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-07-01	408
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	218
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	179
Total of all active and inactive participants	2011-07-01	397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	397
Number of participants with account balances	2011-07-01	392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: GLENKIRK PENSION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-07-01	382
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	226
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	159
Total of all active and inactive participants	2010-07-01	385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	385
Number of participants with account balances	2010-07-01	377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	7
2009: GLENKIRK PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-07-01	264
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	226
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	73
Total of all active and inactive participants	2009-07-01	299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	299
Number of participants with account balances	2009-07-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	9

Financial Data on GLENKIRK PENSION PLAN AND TRUST

Measure	Date	Value
2022 : GLENKIRK PENSION PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total transfer of assets from this plan	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	$-64,078
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$894,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$861,499
Expenses. Certain deemed distributions of participant loans	2022-06-30	$2,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$356,425
Value of total assets at end of year	2022-06-30	$3,923,266
Value of total assets at beginning of year	2022-06-30	$4,881,578
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$30,235
Total interest from all sources	2022-06-30	$21,946
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	$198,555
Participant contributions at end of year	2022-06-30	$3,712
Participant contributions at end of year	2022-06-30	$8,562
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$0
Administrative expenses (other) incurred	2022-06-30	$28,569
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	$-958,312
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$3,923,266
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$4,881,578
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$3,377,146
Interest earned on other investments	2022-06-30	$21,946
Value of interest in common/collective trusts at end of year	2022-06-30	$3,239,628
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$644,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$1,504,432
Net investment gain or loss from common/collective trusts	2022-06-30	$-442,449
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	Yes
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	$157,870
Employer contributions (assets) at end of year	2022-06-30	$27,013
Employer contributions (assets) at beginning of year	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$861,499
Contract administrator fees	2022-06-30	$1,666
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	Unqualified
Accountancy firm name	2022-06-30	MILLER, COOPER & CO., LTD.
Accountancy firm EIN	2022-06-30	362897372
2021 : GLENKIRK PENSION PLAN AND TRUST 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$972,086
Total of all expenses incurred	2021-06-30	$186,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$180,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$146,293
Value of total assets at end of year	2021-06-30	$4,881,578
Value of total assets at beginning of year	2021-06-30	$4,096,441
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$6,318
Total interest from all sources	2021-06-30	$39,447
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
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	$785,137
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$4,881,578
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$4,096,441
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$3,377,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$2,568,435
Interest earned on other investments	2021-06-30	$39,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$1,504,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$1,528,006
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$102,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$786,346
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	$146,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$77,999
Contract administrator fees	2021-06-30	$6,318
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	MILLER, COOPER & CO LTD.
Accountancy firm EIN	2021-06-30	362897372
2020 : GLENKIRK PENSION PLAN AND TRUST 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$254,879
Total of all expenses incurred	2020-06-30	$265,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$259,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$137,157
Value of total assets at end of year	2020-06-30	$4,096,441
Value of total assets at beginning of year	2020-06-30	$4,106,867
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$5,543
Total interest from all sources	2020-06-30	$39,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
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
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	$-10,426
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$4,096,441
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$4,106,867
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$2,568,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$2,617,369
Interest earned on other investments	2020-06-30	$39,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$1,528,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$1,489,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$78,095
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	$137,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$259,762
Contract administrator fees	2020-06-30	$5,543
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-06-30	No
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	MILLER, COOPER & CO., LTD
Accountancy firm EIN	2020-06-30	362897372
2019 : GLENKIRK PENSION PLAN AND TRUST 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$298,905
Total of all expenses incurred	2019-06-30	$210,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$204,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$134,929
Value of total assets at end of year	2019-06-30	$4,106,867
Value of total assets at beginning of year	2019-06-30	$4,018,348
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$5,525
Total interest from all sources	2019-06-30	$41,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
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	$88,519
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$4,106,867
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$4,018,348
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$2,617,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$2,479,129
Interest earned on other investments	2019-06-30	$41,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$1,489,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$1,539,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$122,703
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	$134,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$204,861
Contract administrator fees	2019-06-30	$5,525
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	2019-06-30	No
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	MILLER, COOPER & CO., LTD
Accountancy firm EIN	2019-06-30	362897372
2018 : GLENKIRK PENSION PLAN AND TRUST 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$395,829
Total of all expenses incurred	2018-06-30	$397,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$391,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$131,622
Value of total assets at end of year	2018-06-30	$4,018,348
Value of total assets at beginning of year	2018-06-30	$4,019,794
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$5,753
Total interest from all sources	2018-06-30	$42,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
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
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
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	$-1,446
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$4,018,348
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$4,019,794
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$2,479,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$2,454,344
Interest earned on other investments	2018-06-30	$42,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$1,539,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$1,565,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$221,444
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	$131,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$391,522
Contract administrator fees	2018-06-30	$5,753
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	MILLER, COOPER & CO., LTD
Accountancy firm EIN	2018-06-30	362897372
2017 : GLENKIRK PENSION PLAN AND TRUST 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	$467,500
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$148,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$143,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$130,463
Value of total assets at end of year	2017-06-30	$4,019,794
Value of total assets at beginning of year	2017-06-30	$3,700,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$5,110
Total interest from all sources	2017-06-30	$41,997
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
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
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	$319,252
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$4,019,794
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$3,700,542
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 registered invesment companies (eg mutual funds) at end of year	2017-06-30	$2,454,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$2,135,075
Interest earned on other investments	2017-06-30	$41,997
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$1,565,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$1,565,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$295,040
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	$130,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$143,138
Contract administrator fees	2017-06-30	$5,110
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	MILLER, COOPER & CO., LTD
Accountancy firm EIN	2017-06-30	362897372
2016 : GLENKIRK PENSION PLAN AND TRUST 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	$131,190
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$288,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$283,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$127,044
Value of total assets at end of year	2016-06-30	$3,700,542
Value of total assets at beginning of year	2016-06-30	$3,857,530
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$4,951
Total interest from all sources	2016-06-30	$42,551
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
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
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
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	$-156,988
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$3,700,542
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$3,857,530
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 registered invesment companies (eg mutual funds) at end of year	2016-06-30	$2,135,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$2,285,862
Interest earned on other investments	2016-06-30	$42,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$1,565,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$1,571,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-38,405
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	$127,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$283,227
Contract administrator fees	2016-06-30	$4,951
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	MILLER, COOPER & CO., LTD.
Accountancy firm EIN	2016-06-30	362897372
2015 : GLENKIRK PENSION PLAN AND TRUST 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	$0
Total income from all sources (including contributions)	2015-06-30	$300,720
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$255,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$250,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$161,568
Value of total assets at end of year	2015-06-30	$3,857,530
Value of total assets at beginning of year	2015-06-30	$3,812,671
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$5,194
Total interest from all sources	2015-06-30	$42,521
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
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
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
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	$44,859
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$3,857,530
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$3,812,671
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 registered invesment companies (eg mutual funds) at end of year	2015-06-30	$2,285,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$2,195,880
Interest earned on other investments	2015-06-30	$42,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$1,571,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$1,616,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$96,631
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	$161,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$250,667
Contract administrator fees	2015-06-30	$5,194
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	MILLER, COOPER & CO., LTD
Accountancy firm EIN	2015-06-30	362897372
2014 : GLENKIRK PENSION PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$574,957
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$232,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$228,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$175,423
Value of total assets at end of year	2014-06-30	$3,812,671
Value of total assets at beginning of year	2014-06-30	$3,470,533
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$4,762
Total interest from all sources	2014-06-30	$44,395
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$342,138
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$3,812,671
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$3,470,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$2,195,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$1,835,947
Interest earned on other investments	2014-06-30	$44,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$1,616,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$1,634,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$355,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$175,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$228,057
Contract administrator fees	2014-06-30	$4,762
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	2014-06-30	No
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	MILLER, COOPER & CO., LTD
Accountancy firm EIN	2014-06-30	362897372
2013 : GLENKIRK PENSION PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$420,964
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$359,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$358,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$175,611
Value of total assets at end of year	2013-06-30	$3,470,533
Value of total assets at beginning of year	2013-06-30	$3,409,509
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$1,641
Total interest from all sources	2013-06-30	$44,827
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$61,024
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$3,470,533
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$3,409,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$1,835,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$1,781,650
Interest earned on other investments	2013-06-30	$44,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$1,634,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,627,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$200,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$175,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$358,299
Contract administrator fees	2013-06-30	$1,641
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	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	MILLER, COOPER & CO. LTD
Accountancy firm EIN	2013-06-30	362897372
2012 : GLENKIRK PENSION PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$271,725
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$413,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$412,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$193,563
Value of total assets at end of year	2012-06-30	$3,409,509
Value of total assets at beginning of year	2012-06-30	$3,551,312
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$1,444
Total interest from all sources	2012-06-30	$48,509
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Administrative expenses (other) incurred	2012-06-30	$1,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-141,803
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$3,409,509
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$3,551,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$1,781,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$1,927,570
Interest earned on other investments	2012-06-30	$48,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$1,627,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$1,623,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$29,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$193,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$412,084
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	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	MILLER, COOPER & CO LTD
Accountancy firm EIN	2012-06-30	362897372
2011 : GLENKIRK PENSION PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$612,861
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$73,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$72,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$208,163
Value of total assets at end of year	2011-06-30	$3,551,312
Value of total assets at beginning of year	2011-06-30	$3,012,203
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$1,417
Total interest from all sources	2011-06-30	$49,977
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$539,109
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$3,551,312
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$3,012,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$1,927,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,484,652
Interest earned on other investments	2011-06-30	$49,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$1,623,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$1,527,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$354,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$208,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$72,335
Contract administrator fees	2011-06-30	$1,417
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	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	MILLER, COOPER & CO., LTD
Accountancy firm EIN	2011-06-30	362897372

Form 5500 Responses for GLENKIRK PENSION PLAN AND TRUST

2021: GLENKIRK PENSION PLAN AND TRUST 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: GLENKIRK PENSION PLAN AND TRUST 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: GLENKIRK PENSION PLAN AND TRUST 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2018: GLENKIRK PENSION PLAN AND TRUST 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2017: GLENKIRK PENSION PLAN AND TRUST 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: GLENKIRK PENSION PLAN AND TRUST 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 benefit arrangement – Insurance	Yes
2015: GLENKIRK PENSION PLAN AND TRUST 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 benefit arrangement – Insurance	Yes
2014: GLENKIRK PENSION PLAN AND TRUST 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: GLENKIRK PENSION PLAN AND TRUST 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: GLENKIRK PENSION PLAN AND TRUST 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: GLENKIRK PENSION PLAN AND TRUST 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2010: GLENKIRK PENSION PLAN AND TRUST 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2009: GLENKIRK PENSION PLAN AND TRUST 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

59810

Policy instance

Insurance contract or identification number	59810
Number of Individuals Covered	47
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 $0
Contracts With Unallocated Funds Deposit Administration	1

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

59810

Policy instance

Insurance contract or identification number	59810
Number of Individuals Covered	395
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $1,613
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $878
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

59810

Policy instance

Insurance contract or identification number	59810
Number of Individuals Covered	386
Total amount of commissions paid to insurance broker	USD $1,913
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,700
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

59810

Policy instance

Insurance contract or identification number	59810
Number of Individuals Covered	377
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $3,070
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,574
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

59810

Policy instance

Insurance contract or identification number	59810
Total amount of commissions paid to insurance broker	USD $2,045
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

59810

Policy instance

Insurance contract or identification number	59810
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $2,045
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

59810

Policy instance

Insurance contract or identification number	59810
Number of Individuals Covered	350
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $1,181
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 $1,082
Insurance broker organization code?	3
Insurance broker name	KERNAHAN, STEPHEN T

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

59810

Policy instance

Insurance contract or identification number	59810
Number of Individuals Covered	354
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $1,564
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 $1,437
Insurance broker organization code?	3
Insurance broker name	KOLLER, DAVID S

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

59810

Policy instance

Insurance contract or identification number	59810
Number of Individuals Covered	363
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $2,234
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,094
Insurance broker organization code?	3
Insurance broker name	JENKINS, MELVIN R

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

59810

Policy instance

Insurance contract or identification number	59810
Number of Individuals Covered	377
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $2,725
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,451
Insurance broker organization code?	3
Insurance broker name	RAYMER, DEBORAH S

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

59810

Policy instance

Insurance contract or identification number	59810
Number of Individuals Covered	387
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $1,685
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

59810

Policy instance

Insurance contract or identification number	59810
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $3,045
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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

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Company Name:	GLENKIRK
Employer identification number (EIN):	362345191
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities