401k Plan data: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN plan

THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN
Plan identification number	001

THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

WISCONSIN EARLY AUTISM PROJECT, INC has sponsored the creation of one or more 401k plans.

Company Name: WISCONSIN EARLY AUTISM PROJECT, INC

Employer identification number (EIN): 391822526

NAIC Classification: 621330
NAIC Description: Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2019-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TERRI S. ROESSLER
001 2016-01-01 TERRI S. ROESSLER
001 2015-01-01 AMANDA CIPRA
001 2014-01-01 AMANDA CIPRA
001 2013-01-01 SANDRA SCHULTZ
001 2012-01-01 SANDRA SCHULTZ
001 2011-01-01 SANDRA SCHULTZ SANDRA SCHULTZ 2012-09-21
001 2009-01-01 SANDRA SCHULTZ
001 2009-01-01 SANDRA SCHULTZ

Plan Statistics for THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN

Measure Date Value
2019: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 441
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
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 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 470
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 293
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 148
Total of all active and inactive participants 2018-01-01 441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 441
Number of participants with account balances 2018-01-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 18
2017: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 477
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 272
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 147
Total of all active and inactive participants 2017-01-01 419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 419
Number of participants with account balances 2017-01-01 283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 31
2016: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 503
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 379
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 120
Total of all active and inactive participants 2016-01-01 499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 499
Number of participants with account balances 2016-01-01 289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 32
2015: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 476
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 334
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 90
Total of all active and inactive participants 2015-01-01 424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 424
Number of participants with account balances 2015-01-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 15
2014: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 529
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 306
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 94
Total of all active and inactive participants 2014-01-01 400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 400
Number of participants with account balances 2014-01-01 256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 18
2013: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 359
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 281
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 89
Total of all active and inactive participants 2013-01-01 370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 370
Number of participants with account balances 2013-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 24
2012: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 275
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 85
Total of all active and inactive participants 2012-01-01 360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 360
Number of participants with account balances 2012-01-01 278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 35
2011: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 348
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 246
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 62
Total of all active and inactive participants 2011-01-01 308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 308
Number of participants with account balances 2011-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 21
2009: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 166
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 42
Total of all active and inactive participants 2009-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 208
Number of participants with account balances 2009-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2019: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	441
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
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	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	470
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	293
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	148
Total of all active and inactive participants	2018-01-01	441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	441
Number of participants with account balances	2018-01-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	18
2017: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	477
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	272
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	147
Total of all active and inactive participants	2017-01-01	419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	419
Number of participants with account balances	2017-01-01	283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	31
2016: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	503
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	379
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	120
Total of all active and inactive participants	2016-01-01	499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	499
Number of participants with account balances	2016-01-01	289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	32
2015: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	476
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	334
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	90
Total of all active and inactive participants	2015-01-01	424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	424
Number of participants with account balances	2015-01-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	15
2014: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	529
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	306
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	94
Total of all active and inactive participants	2014-01-01	400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	400
Number of participants with account balances	2014-01-01	256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	18
2013: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	359
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	281
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	89
Total of all active and inactive participants	2013-01-01	370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	370
Number of participants with account balances	2013-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	24
2012: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	275
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	85
Total of all active and inactive participants	2012-01-01	360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	360
Number of participants with account balances	2012-01-01	278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	35
2011: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	348
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	246
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	62
Total of all active and inactive participants	2011-01-01	308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	308
Number of participants with account balances	2011-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	21
2009: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	166
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	42
Total of all active and inactive participants	2009-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	208
Number of participants with account balances	2009-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN

Measure	Date	Value
2019 : THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-04-01	$0
Total transfer of assets from this plan	2019-04-01	$6,056,987
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-04-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-04-01	$0
Total income from all sources (including contributions)	2019-04-01	$644,098
Total loss/gain on sale of assets	2019-04-01	$0
Total of all expenses incurred	2019-04-01	$63,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-04-01	$62,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-04-01	$0
Value of total assets at end of year	2019-04-01	$0
Value of total assets at beginning of year	2019-04-01	$5,476,237
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-04-01	$1,153
Total interest from all sources	2019-04-01	$633
Total dividends received (eg from common stock, registered investment company shares)	2019-04-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-04-01	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-04-01	$0
Was this plan covered by a fidelity bond	2019-04-01	Yes
Value of fidelity bond cover	2019-04-01	$1,000,000
If this is an individual account plan, was there a blackout period	2019-04-01	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-04-01	$0
Were there any nonexempt tranactions with any party-in-interest	2019-04-01	No
Contributions received from participants	2019-04-01	$0
Participant contributions at end of year	2019-04-01	$0
Participant contributions at beginning of year	2019-04-01	$21,095
Income. Received or receivable in cash from other sources (including rollovers)	2019-04-01	$0
Other income not declared elsewhere	2019-04-01	$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	2019-04-01	No
Value of net income/loss	2019-04-01	$580,750
Value of net assets at end of year (total assets less liabilities)	2019-04-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-04-01	$5,476,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-04-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-04-01	No
Were any leases to which the plan was party in default or uncollectible	2019-04-01	No
Value of interest in pooled separate accounts at end of year	2019-04-01	$0
Value of interest in pooled separate accounts at beginning of year	2019-04-01	$5,314,716
Interest on participant loans	2019-04-01	$201
Interest earned on other investments	2019-04-01	$432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-04-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-04-01	$140,426
Net investment gain/loss from pooled separate accounts	2019-04-01	$643,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-04-01	No
Was there a failure to transmit to the plan any participant contributions	2019-04-01	No
Has the plan failed to provide any benefit when due under the plan	2019-04-01	No
Contributions received in cash from employer	2019-04-01	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-04-01	$62,195
Contract administrator fees	2019-04-01	$1,153
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	2019-04-01	Yes
Did the plan have assets held for investment	2019-04-01	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	2019-04-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-04-01	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-04-01	Yes
Opinion of an independent qualified public accountant for this plan	2019-04-01	Disclaimer
Accountancy firm name	2019-04-01	SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN	2019-04-01	521743645
2018 : THE CHAMELEON GROUP RETIREMENT SAVINGS 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	$85,354
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,571,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,558,596
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$462,761
Value of total assets at end of year	2018-12-31	$5,476,237
Value of total assets at beginning of year	2018-12-31	$6,962,164
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$12,685
Total interest from all sources	2018-12-31	$2,370
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$7,659
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	$7,659
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$407,636
Participant contributions at end of year	2018-12-31	$21,095
Participant contributions at beginning of year	2018-12-31	$30,589
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,775
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	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	$-1,485,927
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,476,237
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,962,164
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 pooled separate accounts at end of year	2018-12-31	$5,314,716
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$6,794,945
Interest on participant loans	2018-12-31	$756
Interest earned on other investments	2018-12-31	$1,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$140,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$136,630
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$-387,436
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	$52,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,558,596
Contract administrator fees	2018-12-31	$12,685
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	BDO USA, LLP
Accountancy firm EIN	2018-12-31	135381590
2017 : THE CHAMELEON GROUP RETIREMENT SAVINGS 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	$1,567,111
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$386,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$372,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$439,659
Value of total assets at end of year	2017-12-31	$6,962,164
Value of total assets at beginning of year	2017-12-31	$5,781,524
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$13,685
Total interest from all sources	2017-12-31	$2,627
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$392,359
Participant contributions at end of year	2017-12-31	$30,589
Participant contributions at beginning of year	2017-12-31	$27,471
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$8,439
Other income not declared elsewhere	2017-12-31	$9,780
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	$1,180,640
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,962,164
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,781,524
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 pooled separate accounts at end of year	2017-12-31	$6,794,945
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,614,674
Interest on participant loans	2017-12-31	$1,089
Interest earned on other investments	2017-12-31	$1,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$136,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$139,379
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,115,045
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	$38,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$372,786
Contract administrator fees	2017-12-31	$13,685
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	BDO USA, LLP
Accountancy firm EIN	2017-12-31	135381590
2016 : THE CHAMELEON GROUP RETIREMENT SAVINGS 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	$976,969
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$248,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$236,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$525,282
Value of total assets at end of year	2016-12-31	$5,781,524
Value of total assets at beginning of year	2016-12-31	$5,052,771
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$11,313
Total interest from all sources	2016-12-31	$3,050
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$461,271
Participant contributions at end of year	2016-12-31	$27,471
Participant contributions at beginning of year	2016-12-31	$58,639
Other income not declared elsewhere	2016-12-31	$8,451
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	$728,753
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,781,524
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,052,771
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 pooled separate accounts at end of year	2016-12-31	$5,614,674
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,863,762
Interest on participant loans	2016-12-31	$1,622
Interest earned on other investments	2016-12-31	$1,428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$139,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$130,370
Net investment gain/loss from pooled separate accounts	2016-12-31	$440,186
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	Yes
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	$64,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$236,903
Contract administrator fees	2016-12-31	$11,313
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	SMITH & GESTELAND, LLP
Accountancy firm EIN	2016-12-31	390857178
2015 : THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
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	$466,799
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$336,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$322,074
Value of total corrective distributions	2015-12-31	$2,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$501,780
Value of total assets at end of year	2015-12-31	$5,052,771
Value of total assets at beginning of year	2015-12-31	$4,922,301
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$11,805
Total interest from all sources	2015-12-31	$3,537
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$392,979
Participant contributions at end of year	2015-12-31	$58,639
Participant contributions at beginning of year	2015-12-31	$59,859
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$47,409
Other income not declared elsewhere	2015-12-31	$7,611
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	$130,470
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,052,771
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,922,301
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 pooled separate accounts at end of year	2015-12-31	$4,863,762
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,735,758
Interest on participant loans	2015-12-31	$2,172
Interest earned on other investments	2015-12-31	$1,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$130,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$126,684
Net investment gain/loss from pooled separate accounts	2015-12-31	$-46,129
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	Yes
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	$61,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$322,074
Contract administrator fees	2015-12-31	$11,805
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	SMITH & GESTELAND, LLP
Accountancy firm EIN	2015-12-31	390857178
2014 : THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$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	$623,366
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$108,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$97,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$383,342
Value of total assets at end of year	2014-12-31	$4,922,301
Value of total assets at beginning of year	2014-12-31	$4,407,816
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$11,063
Total interest from all sources	2014-12-31	$3,859
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$400,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$337,938
Participant contributions at end of year	2014-12-31	$59,859
Participant contributions at beginning of year	2014-12-31	$96,648
Other income not declared elsewhere	2014-12-31	$7,540
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	$514,485
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,922,301
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,407,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,735,758
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,177,174
Interest on participant loans	2014-12-31	$2,530
Interest earned on other investments	2014-12-31	$1,329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$126,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$133,994
Net investment gain/loss from pooled separate accounts	2014-12-31	$228,625
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	$45,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$97,818
Contract administrator fees	2014-12-31	$11,063
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	SMITH & GESTELAND, LLP
Accountancy firm EIN	2014-12-31	390857178
2013 : THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,123,997
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$173,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$158,116
Value of total corrective distributions	2013-12-31	$4,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$354,108
Value of total assets at end of year	2013-12-31	$4,407,816
Value of total assets at beginning of year	2013-12-31	$3,457,703
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$11,486
Total interest from all sources	2013-12-31	$5,040
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$400,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$307,560
Participant contributions at end of year	2013-12-31	$96,648
Participant contributions at beginning of year	2013-12-31	$104,477
Other income not declared elsewhere	2013-12-31	$9,775
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	$950,113
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,407,816
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,457,703
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 pooled separate accounts at end of year	2013-12-31	$4,177,174
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,229,216
Interest on participant loans	2013-12-31	$3,769
Interest earned on other investments	2013-12-31	$1,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$133,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$124,010
Net investment gain/loss from pooled separate accounts	2013-12-31	$755,074
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	$46,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$158,116
Contract administrator fees	2013-12-31	$11,486
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	2013-12-31	No
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	SMITH & GESTELAND, LLP
Accountancy firm EIN	2013-12-31	390857178
2012 : THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$961,875
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$154,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$133,529
Value of total corrective distributions	2012-12-31	$10,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$635,473
Value of total assets at end of year	2012-12-31	$3,457,703
Value of total assets at beginning of year	2012-12-31	$2,650,821
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$11,145
Total interest from all sources	2012-12-31	$3,749
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$400,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$280,308
Participant contributions at end of year	2012-12-31	$104,477
Participant contributions at beginning of year	2012-12-31	$79,788
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$5,662
Other income not declared elsewhere	2012-12-31	$8,762
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	$806,882
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,457,703
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,650,821
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 pooled separate accounts at end of year	2012-12-31	$3,229,216
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,571,033
Interest on participant loans	2012-12-31	$3,652
Interest earned on other investments	2012-12-31	$97
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$124,010
Net investment gain/loss from pooled separate accounts	2012-12-31	$313,891
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
Contributions received in cash from employer	2012-12-31	$349,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$133,529
Contract administrator fees	2012-12-31	$11,145
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	2012-12-31	No
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	SMITH & GESTELAND, LLP
Accountancy firm EIN	2012-12-31	390857178
2011 : THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
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	$238,277
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$103,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$95,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$316,178
Value of total assets at end of year	2011-12-31	$2,650,821
Value of total assets at beginning of year	2011-12-31	$2,515,721
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$7,960
Total interest from all sources	2011-12-31	$3,436
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$400,000
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
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$263,126
Participant contributions at end of year	2011-12-31	$79,788
Participant contributions at beginning of year	2011-12-31	$62,830
Other income not declared elsewhere	2011-12-31	$7,498
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	$135,100
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,650,821
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,515,721
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 pooled separate accounts at end of year	2011-12-31	$2,571,033
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,452,891
Interest on participant loans	2011-12-31	$3,436
Net investment gain/loss from pooled separate accounts	2011-12-31	$-88,835
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	$53,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$95,217
Contract administrator fees	2011-12-31	$7,960
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	2011-12-31	No
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	SMITH & GESTELAND, LLP
Accountancy firm EIN	2011-12-31	390857178
2010 : THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
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	$531,511
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$215,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$208,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$279,711
Value of total assets at end of year	2010-12-31	$2,515,721
Value of total assets at beginning of year	2010-12-31	$2,200,081
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$7,566
Total interest from all sources	2010-12-31	$2,917
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$230,000
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
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$222,642
Participant contributions at end of year	2010-12-31	$62,830
Participant contributions at beginning of year	2010-12-31	$43,538
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$19,376
Other income not declared elsewhere	2010-12-31	$6,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$315,640
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,515,721
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,200,081
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 pooled separate accounts at end of year	2010-12-31	$2,452,891
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$2,156,543
Interest on participant loans	2010-12-31	$2,917
Net investment gain/loss from pooled separate accounts	2010-12-31	$242,031
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	$37,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$208,305
Contract administrator fees	2010-12-31	$7,566
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	2010-12-31	No
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	SMITH & GESTELAND, LLP
Accountancy firm EIN	2010-12-31	390857178
2009 : THE CHAMELEON GROUP RETIREMENT SAVINGS 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

Form 5500 Responses for THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN

2019: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE CHAMELEON GROUP RETIREMENT SAVINGS 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	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE CHAMELEON GROUP RETIREMENT SAVINGS 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	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE CHAMELEON GROUP RETIREMENT SAVINGS 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	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE CHAMELEON GROUP RETIREMENT SAVINGS 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	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE CHAMELEON GROUP RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE CHAMELEON GROUP RETIREMENT SAVINGS 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	No
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: THE CHAMELEON GROUP RETIREMENT SAVINGS 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	No
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: THE CHAMELEON GROUP RETIREMENT SAVINGS 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	No
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

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

62846

Policy instance

Insurance contract or identification number	62846
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-04-01
Total amount of commissions paid to insurance broker	USD $3,472
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,472
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

62846

Policy instance

Insurance contract or identification number	62846
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-04-01
Total amount of commissions paid to insurance broker	USD $3,472
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,472
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

62846

Policy instance

Insurance contract or identification number	62846
Number of Individuals Covered	441
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $24,291
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $24,291
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

62846

Policy instance

Insurance contract or identification number	62846
Number of Individuals Covered	419
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $22,469
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22,469
Insurance broker organization code?	3
Insurance broker name	SECURIAN FINANCIAL SERVICES

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

62846

Policy instance

Insurance contract or identification number	62846
Number of Individuals Covered	424
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $17,037
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,037
Insurance broker organization code?	3
Insurance broker name	SECURIAN FINANCIAL SERVICES

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

62846

Policy instance

Insurance contract or identification number	62846
Number of Individuals Covered	400
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $16,212
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,212
Insurance broker organization code?	3
Insurance broker name	SECURIAN FINANCIAL SERVICES

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

62846

Policy instance

Insurance contract or identification number	62846
Number of Individuals Covered	370
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $10,543
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,417
Insurance broker organization code?	3
Insurance broker name	NORTH STAR CONSULTANTS INC

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

62846

Policy instance

Insurance contract or identification number	62846
Number of Individuals Covered	360
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $11,650
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,320
Insurance broker organization code?	3
Insurance broker name	NORTH STAR CONSULTANTS INC

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

62846

Policy instance

Insurance contract or identification number	62846
Number of Individuals Covered	308
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $7,121
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

62846

Policy instance

Insurance contract or identification number	62846
Number of Individuals Covered	318
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $6,006
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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

Potentially related plans

THE CHAMELEON GROUP, INC. 401(K) PLAN [EIN = 954538347]

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Company Name:	WISCONSIN EARLY AUTISM PROJECT, INC
Employer identification number (EIN):	391822526
NAIC Classification:	621330
NAIC Description:	Offices of Mental Health Practitioners (except Physicians)