401k Plan data: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN plan

MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 401k Plan overview

Plan Name	MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN
Plan identification number	003

MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MILWAUKEE CENTER FOR INDEPENDENCE has sponsored the creation of one or more 401k plans.

Company Name: MILWAUKEE CENTER FOR INDEPENDENCE

Employer identification number (EIN): 390806257

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-01-01 BRIDGET FASSETT 2021-06-11
003 2019-01-01 BRIDGET FASSETT 2020-09-24
003 2018-01-01 DEANNA K. CHERNOUSKI 2019-10-11 DEANNA K. CHERNOUSKI 2019-10-11
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2015-01-01
003 2014-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 JANE BLAKE JANE BLAKE 2013-10-14
003 2011-01-01 GREG BACHRACH GREG BACHRACH 2013-08-10
003 2009-01-01 GREG BACHRACH GREG BACHRACH 2013-08-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2020-01-01	BRIDGET FASSETT	2021-06-11
003	2019-01-01	BRIDGET FASSETT	2020-09-24
003	2018-01-01	DEANNA K. CHERNOUSKI	2019-10-11	DEANNA K. CHERNOUSKI	2019-10-11
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2015-01-01
003	2014-01-01
003	2014-01-01
003	2013-01-01
003	2012-01-01	JANE BLAKE		JANE BLAKE	2013-10-14
003	2011-01-01	GREG BACHRACH		GREG BACHRACH	2013-08-10
003	2009-01-01	GREG BACHRACH		GREG BACHRACH	2013-08-10

Plan Statistics for MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN

401k plan membership statisitcs for MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN

Measure Date Value
2020: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 539
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 715
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 456
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 83
Total of all active and inactive participants 2019-01-01 539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 539
Number of participants with account balances 2019-01-01 472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 65
2018: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 704
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 444
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 236
Total of all active and inactive participants 2018-01-01 680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 680
Number of participants with account balances 2018-01-01 670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 79
2017: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 658
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 469
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 202
Total of all active and inactive participants 2017-01-01 671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 671
Number of participants with account balances 2017-01-01 662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 79
2016: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 590
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 463
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 144
Total of all active and inactive participants 2016-01-01 607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 607
Number of participants with account balances 2016-01-01 605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 104
2015: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 521
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 470
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 70
Total of all active and inactive participants 2015-01-01 540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 540
Number of participants with account balances 2015-01-01 530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 69
2014: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 494
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 428
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 63
Total of all active and inactive participants 2014-01-01 491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 491
Number of participants with account balances 2014-01-01 481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 68
2013: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 474
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 397
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 61
Total of all active and inactive participants 2013-01-01 458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 458
Number of participants with account balances 2013-01-01 450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 46
2012: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 436
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 368
Number of other retired or separated participants entitled to future benefits 2012-01-01 68
Total of all active and inactive participants 2012-01-01 436
Total participants 2012-01-01 436
Number of participants with account balances 2012-01-01 429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 46
2011: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 363
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 298
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 69
Total of all active and inactive participants 2011-01-01 367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 367
Number of participants with account balances 2011-01-01 367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 18
2009: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 193
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 33
Total of all active and inactive participants 2009-01-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 226
Number of participants with account balances 2009-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2020: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	539
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	715
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	456
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	83
Total of all active and inactive participants	2019-01-01	539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	539
Number of participants with account balances	2019-01-01	472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	65
2018: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	704
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	444
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	236
Total of all active and inactive participants	2018-01-01	680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	680
Number of participants with account balances	2018-01-01	670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	79
2017: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	658
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	469
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	202
Total of all active and inactive participants	2017-01-01	671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	671
Number of participants with account balances	2017-01-01	662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	79
2016: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	590
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	463
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	144
Total of all active and inactive participants	2016-01-01	607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	607
Number of participants with account balances	2016-01-01	605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	104
2015: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	521
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	470
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	70
Total of all active and inactive participants	2015-01-01	540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	540
Number of participants with account balances	2015-01-01	530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	69
2014: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	494
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	428
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	63
Total of all active and inactive participants	2014-01-01	491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	491
Number of participants with account balances	2014-01-01	481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	68
2013: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	474
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	397
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	61
Total of all active and inactive participants	2013-01-01	458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	458
Number of participants with account balances	2013-01-01	450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	46
2012: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	436
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	368
Number of other retired or separated participants entitled to future benefits	2012-01-01	68
Total of all active and inactive participants	2012-01-01	436
Total participants	2012-01-01	436
Number of participants with account balances	2012-01-01	429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	46
2011: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	363
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	298
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	69
Total of all active and inactive participants	2011-01-01	367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	367
Number of participants with account balances	2011-01-01	367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	18
2009: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	193
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	33
Total of all active and inactive participants	2009-01-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	226
Number of participants with account balances	2009-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN

Measure	Date	Value
2020 : MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2020 401k financial data
Total transfer of assets from this plan	2020-11-30	$1,533,962
Total income from all sources (including contributions)	2020-11-30	$93,311
Total of all expenses incurred	2020-11-30	$2,927,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-11-30	$2,885,671
Value of total assets at end of year	2020-11-30	$0
Value of total assets at beginning of year	2020-11-30	$4,368,644
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-11-30	$42,322
Total dividends received (eg from common stock, registered investment company shares)	2020-11-30	$44,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-11-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-11-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2020-11-30	$44,016
Was this plan covered by a fidelity bond	2020-11-30	Yes
Value of fidelity bond cover	2020-11-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-11-30	No
Administrative expenses (other) incurred	2020-11-30	$1,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-11-30	No
Value of net income/loss	2020-11-30	$-2,834,682
Value of net assets at end of year (total assets less liabilities)	2020-11-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-11-30	$4,368,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-11-30	No
Were any leases to which the plan was party in default or uncollectible	2020-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-11-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-11-30	$4,357,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-11-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-11-30	$10,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-11-30	$49,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-11-30	No
Was there a failure to transmit to the plan any participant contributions	2020-11-30	No
Has the plan failed to provide any benefit when due under the plan	2020-11-30	No
Employer contributions (assets) at end of year	2020-11-30	$0
Employer contributions (assets) at beginning of year	2020-11-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-11-30	$2,885,671
Contract administrator fees	2020-11-30	$40,764
Did the plan have assets held for investment	2020-11-30	No
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	2020-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-11-30	Unqualified
Accountancy firm name	2020-11-30	SIKICH, LLC
Accountancy firm EIN	2020-11-30	363168081
2019 : MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$932,796
Total of all expenses incurred	2019-12-31	$661,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$656,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$144,818
Value of total assets at end of year	2019-12-31	$4,368,644
Value of total assets at beginning of year	2019-12-31	$4,097,476
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,151
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$320,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$320,822
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$274,497
Amount contributed by the employer to the plan for this plan year	2019-12-31	$274,497
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Administrative expenses (other) incurred	2019-12-31	$1,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$271,168
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,368,644
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,097,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,357,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,586,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$10,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$31,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$467,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$144,818
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$478,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$656,477
Contract administrator fees	2019-12-31	$3,793
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SIKICH, LLP
Accountancy firm EIN	2019-12-31	363168081
2018 : MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$204,123
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$750,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$744,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$481,508
Value of total assets at end of year	2018-12-31	$4,097,476
Value of total assets at beginning of year	2018-12-31	$4,644,031
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,413
Total interest from all sources	2018-12-31	$503
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$303,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$303,046
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$481,508
Amount contributed by the employer to the plan for this plan year	2018-12-31	$481,508
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-546,555
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,097,476
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,644,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,586,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,855,721
Interest earned on other investments	2018-12-31	$503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$31,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$289,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-580,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$481,508
Employer contributions (assets) at end of year	2018-12-31	$478,913
Employer contributions (assets) at beginning of year	2018-12-31	$499,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$744,265
Contract administrator fees	2018-12-31	$6,413
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SIKICH, LLC
Accountancy firm EIN	2018-12-31	363168081
2017 : MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,066,879
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$735,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$729,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$490,731
Value of total assets at end of year	2017-12-31	$4,644,031
Value of total assets at beginning of year	2017-12-31	$4,313,114
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,512
Total interest from all sources	2017-12-31	$4,480
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$203,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$203,396
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$431,311
If this is an individual account plan, was there a blackout period	2017-12-31	No
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$513,089
Amount contributed by the employer to the plan for this plan year	2017-12-31	$513,089
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$8,592
Administrative expenses (other) incurred	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$330,917
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,644,031
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,313,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,855,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,450,163
Interest earned on other investments	2017-12-31	$4,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$289,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$332,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$359,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$490,731
Employer contributions (assets) at end of year	2017-12-31	$499,258
Employer contributions (assets) at beginning of year	2017-12-31	$530,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$729,450
Contract administrator fees	2017-12-31	$6,512
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2017-12-31	366055558
2016 : MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$706,179
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$463,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$457,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$530,340
Value of total assets at end of year	2016-12-31	$4,313,114
Value of total assets at beginning of year	2016-12-31	$4,070,165
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,689
Total interest from all sources	2016-12-31	$8,107
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$168,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$168,617
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$-23,690
Minimum employer required contribution for this plan year	2016-12-31	$506,650
Amount contributed by the employer to the plan for this plan year	2016-12-31	$530,340
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$14,301
Administrative expenses (other) incurred	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$242,949
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,313,114
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,070,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,450,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,901,910
Interest earned on other investments	2016-12-31	$8,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$332,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$647,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$-885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$530,340
Employer contributions (assets) at end of year	2016-12-31	$530,340
Employer contributions (assets) at beginning of year	2016-12-31	$506,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$457,541
Contract administrator fees	2016-12-31	$5,689
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	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2016-12-31	366055558
2015 : MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$12,056
Total unrealized appreciation/depreciation of assets	2015-12-31	$12,056
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$486,967
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$446,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$442,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$506,146
Value of total assets at end of year	2015-12-31	$4,070,165
Value of total assets at beginning of year	2015-12-31	$4,029,280
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,362
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$172,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$172,011
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$506,146
Amount contributed by the employer to the plan for this plan year	2015-12-31	$506,146
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$14,301
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$29,460
Other income not declared elsewhere	2015-12-31	$-21
Administrative expenses (other) incurred	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$40,885
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,070,165
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,029,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,901,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,938,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$647,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$635,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-203,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$506,146
Employer contributions (assets) at end of year	2015-12-31	$506,146
Employer contributions (assets) at beginning of year	2015-12-31	$425,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$442,720
Contract administrator fees	2015-12-31	$3,362
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2015-12-31	366055558
2014 : MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$13,004
Total unrealized appreciation/depreciation of assets	2014-12-31	$13,004
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$607,872
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$250,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$247,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$425,534
Value of total assets at end of year	2014-12-31	$4,029,280
Value of total assets at beginning of year	2014-12-31	$3,672,345
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,794
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$45,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$45,329
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$425,349
Amount contributed by the employer to the plan for this plan year	2014-12-31	$425,349
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$29,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$16,102
Other income not declared elsewhere	2014-12-31	$2,299
Administrative expenses (other) incurred	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$356,935
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,029,280
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,672,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,938,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,617,092
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$635,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$651,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$121,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$425,534
Employer contributions (assets) at end of year	2014-12-31	$425,535
Employer contributions (assets) at beginning of year	2014-12-31	$387,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$247,143
Contract administrator fees	2014-12-31	$3,794
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2014-12-31	366055558
2013 : MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$837,558
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$221,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$218,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$383,669
Value of total assets at end of year	2013-12-31	$3,672,345
Value of total assets at beginning of year	2013-12-31	$3,056,032
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,500
Total interest from all sources	2013-12-31	$14,963
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$30,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$30,677
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$380,924
Amount contributed by the employer to the plan for this plan year	2013-12-31	$380,924
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$2,745
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$16,102
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$14,169
Administrative expenses (other) incurred	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$616,313
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,672,345
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,056,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,617,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,015,224
Interest earned on other investments	2013-12-31	$14,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$651,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$666,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$408,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$380,924
Employer contributions (assets) at end of year	2013-12-31	$387,894
Employer contributions (assets) at beginning of year	2013-12-31	$359,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$218,745
Contract administrator fees	2013-12-31	$2,500
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2013-12-31	366055558
2012 : MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$608,463
Total of all expenses incurred	2012-12-31	$230,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$230,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$355,253
Value of total assets at end of year	2012-12-31	$3,056,032
Value of total assets at beginning of year	2012-12-31	$2,678,206
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$631
Total interest from all sources	2012-12-31	$15,696
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$31,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$31,884
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Minimum employer required contribution for this plan year	2012-12-31	$397,368
Amount contributed by the employer to the plan for this plan year	2012-12-31	$397,368
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$4,793
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$14,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$377,826
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,056,032
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,678,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,015,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,718,451
Interest earned on other investments	2012-12-31	$15,696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$666,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$648,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$205,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at beginning of year	2012-12-31	$0
Contributions received in cash from employer	2012-12-31	$350,460
Employer contributions (assets) at end of year	2012-12-31	$359,953
Employer contributions (assets) at beginning of year	2012-12-31	$311,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$230,006
Contract administrator fees	2012-12-31	$631
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2012-12-31	366055558
2011 : MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2011 401k financial data
Total transfer of assets to this plan	2011-12-31	$6,344
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$355,943
Total of all expenses incurred	2011-12-31	$393,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$392,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$323,853
Value of total assets at end of year	2011-12-31	$2,678,206
Value of total assets at beginning of year	2011-12-31	$2,709,351
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$600
Total interest from all sources	2011-12-31	$14,986
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$27,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$27,733
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$311,411
Amount contributed by the employer to the plan for this plan year	2011-12-31	$311,411
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$12,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-37,489
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,678,206
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,709,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,718,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,920,049
Interest earned on other investments	2011-12-31	$14,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$648,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$476,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-10,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$311,411
Employer contributions (assets) at end of year	2011-12-31	$311,411
Employer contributions (assets) at beginning of year	2011-12-31	$313,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$392,832
Contract administrator fees	2011-12-31	$600
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2011-12-31	366055558
2010 : MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$269,137
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$548,028
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$132,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$132,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$313,448
Value of total assets at end of year	2010-12-31	$2,709,351
Value of total assets at beginning of year	2010-12-31	$2,025,160
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$656
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$11,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$11,804
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$313,290
Amount contributed by the employer to the plan for this plan year	2010-12-31	$313,290
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$415,054
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,709,351
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,025,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,920,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,421,652
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$476,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$419,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$222,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$313,290
Employer contributions (assets) at end of year	2010-12-31	$313,290
Employer contributions (assets) at beginning of year	2010-12-31	$184,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$132,318
Contract administrator fees	2010-12-31	$656
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2010-12-31	366055558
2009 : MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$184,493
Amount contributed by the employer to the plan for this plan year	2009-12-31	$184,493

Form 5500 Responses for MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN

2020: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MILWAUKEE CENTER FOR INDEPENDENCE, INC. MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374652-01

Policy instance

Insurance contract or identification number	374652-01
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374652-01

Policy instance

Insurance contract or identification number	374652-01
Number of Individuals Covered	16
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374652-01

Policy instance

Insurance contract or identification number	374652-01
Number of Individuals Covered	13
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374652-01

Policy instance

Insurance contract or identification number	374652-01
Number of Individuals Covered	16
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $609
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $398
Insurance broker organization code?	3
Insurance broker name	KEITH BERRY

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	491
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $378
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	378
Additional information about fees paid to insurance broker	REFERRAL/SESRVICE FEE
Insurance broker organization code?	5
Insurance broker name	BLUE CHIP RETIREMENT PLANS, INC.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	458
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $4,763
Total amount of fees paid to insurance company	USD $3,187
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $4,763
Amount paid for insurance broker fees	1617
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	BLUE CHIP RETIREMENT PLANS, INC.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	434
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $3,180
Total amount of fees paid to insurance company	USD $2,038
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $3,180
Amount paid for insurance broker fees	1119
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	BLUE CHIP RETIREMENT PLANS, INC.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	387
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,895
Total amount of fees paid to insurance company	USD $1,341
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441462

Policy instance

Insurance contract or identification number	441462
Number of Individuals Covered	315
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,890
Total amount of fees paid to insurance company	USD $1,893
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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Company Name:	MILWAUKEE CENTER FOR INDEPENDENCE
Employer identification number (EIN):	390806257
NAIC Classification:	624100
NAIC Description:	Individual and Family Services