401k Plan data: HOLMES MURPHY 401(K) PLAN plan

HOLMES MURPHY 401(K) PLAN 401k Plan overview

Plan Name	HOLMES MURPHY 401(K) PLAN
Plan identification number	001

HOLMES MURPHY 401(K) 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

HMA GROUP HOLDINGS, LLC has sponsored the creation of one or more 401k plans.

Company Name: HMA GROUP HOLDINGS, LLC

Employer identification number (EIN): 420985055

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLMES MURPHY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 BRIDGET KUROWSKI BRIDGET KUROWSKI 2018-08-30
001 2016-01-01 BRIDGET KUROWSKI BRIDGET KUROWSKI 2017-07-26
001 2015-01-01 BRIDGET KUROWSKI BRIDGET KUROWSKI 2016-07-29
001 2015-01-01 BRIDGET KUROWSKI BRIDGET KUROWSKI 2016-07-27
001 2014-01-01 KATIE JACOBS KATIE JACOBS 2015-07-27
001 2013-01-01 KATIE JACOBS KATIE JACOBS 2014-07-31
001 2012-01-01 CINDY GERJETS CINDY GERJETS 2013-07-26
001 2011-01-01 CINDY GERJETS CINDY GERJETS 2012-07-17
001 2010-01-01 ERIN FREEMAN ERIN FREEMAN 2011-07-22
001 2009-01-01 ERIN FREEMAN ERIN FREEMAN 2010-07-20

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	BRIDGET KUROWSKI	BRIDGET KUROWSKI	2018-08-30
001	2016-01-01	BRIDGET KUROWSKI	BRIDGET KUROWSKI	2017-07-26
001	2015-01-01	BRIDGET KUROWSKI	BRIDGET KUROWSKI	2016-07-29
001	2015-01-01	BRIDGET KUROWSKI	BRIDGET KUROWSKI	2016-07-27
001	2014-01-01	KATIE JACOBS	KATIE JACOBS	2015-07-27
001	2013-01-01	KATIE JACOBS	KATIE JACOBS	2014-07-31
001	2012-01-01	CINDY GERJETS	CINDY GERJETS	2013-07-26
001	2011-01-01	CINDY GERJETS	CINDY GERJETS	2012-07-17
001	2010-01-01	ERIN FREEMAN	ERIN FREEMAN	2011-07-22
001	2009-01-01	ERIN FREEMAN	ERIN FREEMAN	2010-07-20

Plan Statistics for HOLMES MURPHY 401(K) PLAN

401k plan membership statisitcs for HOLMES MURPHY 401(K) PLAN

Measure Date Value
2022: HOLMES MURPHY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,130
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,022
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 180
Total of all active and inactive participants 2022-01-01 1,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 1,205
Number of participants with account balances 2022-01-01 1,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 56
2021: HOLMES MURPHY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,124
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 951
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 173
Total of all active and inactive participants 2021-01-01 1,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 1,126
Number of participants with account balances 2021-01-01 1,118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 74
2020: HOLMES MURPHY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,197
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 967
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 152
Total of all active and inactive participants 2020-01-01 1,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 1,120
Number of participants with account balances 2020-01-01 1,114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 46
2019: HOLMES MURPHY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,072
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,053
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 137
Total of all active and inactive participants 2019-01-01 1,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 1,191
Number of participants with account balances 2019-01-01 1,175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 53
2018: HOLMES MURPHY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,014
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 948
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 120
Total of all active and inactive participants 2018-01-01 1,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,068
Number of participants with account balances 2018-01-01 1,058
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 55
2017: HOLMES MURPHY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 862
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 777
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 116
Total of all active and inactive participants 2017-01-01 893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 893
Number of participants with account balances 2017-01-01 883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 58
2016: HOLMES MURPHY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 771
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 731
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 92
Total of all active and inactive participants 2016-01-01 823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 825
Number of participants with account balances 2016-01-01 819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 47
2015: HOLMES MURPHY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 631
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 679
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 76
Total of all active and inactive participants 2015-01-01 755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 755
Number of participants with account balances 2015-01-01 747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 32
2014: HOLMES MURPHY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 615
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 576
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 68
Total of all active and inactive participants 2014-01-01 644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 644
Number of participants with account balances 2014-01-01 619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 35
2013: HOLMES MURPHY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 577
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 530
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 66
Total of all active and inactive participants 2013-01-01 596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 596
Number of participants with account balances 2013-01-01 594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 34
2012: HOLMES MURPHY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 551
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 518
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 57
Total of all active and inactive participants 2012-01-01 575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 576
Number of participants with account balances 2012-01-01 571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 40
2011: HOLMES MURPHY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 534
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 496
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 58
Total of all active and inactive participants 2011-01-01 554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 554
Number of participants with account balances 2011-01-01 545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 24
2010: HOLMES MURPHY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 547
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 489
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 51
Total of all active and inactive participants 2010-01-01 540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 540
Number of participants with account balances 2010-01-01 533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 26
2009: HOLMES MURPHY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 531
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 486
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 88
Total of all active and inactive participants 2009-01-01 574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 574
Number of participants with account balances 2009-01-01 545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 15

Measure	Date	Value
2022: HOLMES MURPHY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,130
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,022
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	180
Total of all active and inactive participants	2022-01-01	1,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	1,205
Number of participants with account balances	2022-01-01	1,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	56
2021: HOLMES MURPHY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,124
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	951
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	173
Total of all active and inactive participants	2021-01-01	1,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	1,126
Number of participants with account balances	2021-01-01	1,118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	74
2020: HOLMES MURPHY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,197
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	967
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	152
Total of all active and inactive participants	2020-01-01	1,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	1,120
Number of participants with account balances	2020-01-01	1,114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	46
2019: HOLMES MURPHY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,072
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,053
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	137
Total of all active and inactive participants	2019-01-01	1,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	1,191
Number of participants with account balances	2019-01-01	1,175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	53
2018: HOLMES MURPHY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,014
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	948
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	120
Total of all active and inactive participants	2018-01-01	1,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,068
Number of participants with account balances	2018-01-01	1,058
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	55
2017: HOLMES MURPHY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	862
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	777
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	116
Total of all active and inactive participants	2017-01-01	893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	893
Number of participants with account balances	2017-01-01	883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	58
2016: HOLMES MURPHY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	771
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	731
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	92
Total of all active and inactive participants	2016-01-01	823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	825
Number of participants with account balances	2016-01-01	819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	47
2015: HOLMES MURPHY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	631
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	679
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	76
Total of all active and inactive participants	2015-01-01	755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	755
Number of participants with account balances	2015-01-01	747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	32
2014: HOLMES MURPHY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	615
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	576
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	68
Total of all active and inactive participants	2014-01-01	644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	644
Number of participants with account balances	2014-01-01	619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	35
2013: HOLMES MURPHY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	577
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	530
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	66
Total of all active and inactive participants	2013-01-01	596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	596
Number of participants with account balances	2013-01-01	594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	34
2012: HOLMES MURPHY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	551
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	518
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	57
Total of all active and inactive participants	2012-01-01	575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	576
Number of participants with account balances	2012-01-01	571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	40
2011: HOLMES MURPHY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	534
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	496
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	58
Total of all active and inactive participants	2011-01-01	554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	554
Number of participants with account balances	2011-01-01	545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	24
2010: HOLMES MURPHY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	547
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	489
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	51
Total of all active and inactive participants	2010-01-01	540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	540
Number of participants with account balances	2010-01-01	533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	26
2009: HOLMES MURPHY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	531
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	486
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	88
Total of all active and inactive participants	2009-01-01	574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	574
Number of participants with account balances	2009-01-01	545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	15

Financial Data on HOLMES MURPHY 401(K) PLAN

Measure	Date	Value
2022 : HOLMES MURPHY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-12,887,049
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$13,389,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$13,083,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$18,588,194
Value of total assets at end of year	2022-12-31	$175,952,368
Value of total assets at beginning of year	2022-12-31	$202,228,602
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$305,690
Total interest from all sources	2022-12-31	$52,902
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$704,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$704,115
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$9,761,729
Participant contributions at end of year	2022-12-31	$934,246
Participant contributions at beginning of year	2022-12-31	$1,152,286
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,303,328
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$20,786
Other income not declared elsewhere	2022-12-31	$160,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-26,276,234
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$175,952,368
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$202,228,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$40,415,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$52,892,367
Value of interest in pooled separate accounts at end of year	2022-12-31	$19,446,429
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$21,814,256
Interest on participant loans	2022-12-31	$52,902
Value of interest in common/collective trusts at end of year	2022-12-31	$109,632,725
Value of interest in common/collective trusts at beginning of year	2022-12-31	$121,387,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-10,070,897
Net investment gain/loss from pooled separate accounts	2022-12-31	$-3,290,907
Net investment gain or loss from common/collective trusts	2022-12-31	$-19,030,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$5,523,137
Employer contributions (assets) at end of year	2022-12-31	$5,523,137
Employer contributions (assets) at beginning of year	2022-12-31	$4,982,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$13,062,709
Contract administrator fees	2022-12-31	$305,690
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN	2022-12-31	201260566
2021 : HOLMES MURPHY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$44,360,257
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$19,124,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$18,792,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$16,955,588
Value of total assets at end of year	2021-12-31	$202,228,602
Value of total assets at beginning of year	2021-12-31	$176,992,382
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$331,975
Total interest from all sources	2021-12-31	$58,468
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$511,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$511,162
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$9,291,637
Participant contributions at end of year	2021-12-31	$1,152,286
Participant contributions at beginning of year	2021-12-31	$1,060,448
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,681,486
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$2,750
Other income not declared elsewhere	2021-12-31	$184,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$25,236,220
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$202,228,602
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$176,992,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$52,892,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$51,058,133
Value of interest in pooled separate accounts at end of year	2021-12-31	$21,814,256
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$17,682,090
Interest on participant loans	2021-12-31	$58,468
Value of interest in common/collective trusts at end of year	2021-12-31	$121,387,228
Value of interest in common/collective trusts at beginning of year	2021-12-31	$102,098,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$6,540,619
Net investment gain/loss from pooled separate accounts	2021-12-31	$3,066,489
Net investment gain or loss from common/collective trusts	2021-12-31	$17,043,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$4,982,465
Employer contributions (assets) at end of year	2021-12-31	$4,982,465
Employer contributions (assets) at beginning of year	2021-12-31	$5,093,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$18,789,312
Contract administrator fees	2021-12-31	$331,975
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN	2021-12-31	201260566
2020 : HOLMES MURPHY 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$3,267,637
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$36,448,420
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$9,297,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$8,971,975
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$15,813,911
Value of total assets at end of year	2020-12-31	$176,992,382
Value of total assets at beginning of year	2020-12-31	$153,108,631
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$325,057
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$55,309
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$450,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$450,029
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$9,148,700
Participant contributions at end of year	2020-12-31	$1,060,448
Participant contributions at beginning of year	2020-12-31	$1,042,551
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,571,534
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$7,492
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$152,409
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$27,151,388
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$176,992,382
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$153,108,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$51,058,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$44,450,718
Value of interest in pooled separate accounts at end of year	2020-12-31	$17,682,090
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$15,425,877
Interest on participant loans	2020-12-31	$55,309
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$102,098,034
Value of interest in common/collective trusts at beginning of year	2020-12-31	$87,149,744
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$7,151,815
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,413,215
Net investment gain or loss from common/collective trusts	2020-12-31	$11,411,732
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$5,093,677
Employer contributions (assets) at end of year	2020-12-31	$5,093,677
Employer contributions (assets) at beginning of year	2020-12-31	$5,039,741
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$8,964,483
Contract administrator fees	2020-12-31	$325,057
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN	2020-12-31	201260566
2019 : HOLMES MURPHY 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$43,812,231
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$10,444,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$10,142,476
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$359
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$17,995,181
Value of total assets at end of year	2019-12-31	$153,108,631
Value of total assets at beginning of year	2019-12-31	$119,741,280
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$302,045
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$53,502
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$582,481
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	$582,481
Administrative expenses professional fees incurred	2019-12-31	$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$8,786,865
Participant contributions at end of year	2019-12-31	$1,042,551
Participant contributions at beginning of year	2019-12-31	$953,480
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$4,168,575
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$22,935
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$145,058
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$33,367,351
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$153,108,631
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$119,741,280
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$44,450,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$35,261,323
Value of interest in pooled separate accounts at end of year	2019-12-31	$15,425,877
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$13,633,792
Interest on participant loans	2019-12-31	$53,502
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$87,149,744
Value of interest in common/collective trusts at beginning of year	2019-12-31	$65,646,309
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$8,172,860
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,330,392
Net investment gain or loss from common/collective trusts	2019-12-31	$14,532,757
Net gain/loss from 103.12 investment entities	2019-12-31	$0
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	Yes
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	$5,039,741
Employer contributions (assets) at end of year	2019-12-31	$5,039,741
Employer contributions (assets) at beginning of year	2019-12-31	$4,246,376
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$10,119,541
Contract administrator fees	2019-12-31	$302,045
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
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
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
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	MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN	2019-12-31	201260566
2018 : HOLMES MURPHY 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$4,204,244
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	$15,758,319
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$12,482,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$12,243,881
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$38,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$23,437,620
Value of total assets at end of year	2018-12-31	$119,741,280
Value of total assets at beginning of year	2018-12-31	$112,261,409
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$200,642
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$44,669
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$503,593
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	$503,593
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	$1,000,000
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
Amount of non-exempt transactions with any party-in-interest	2018-12-31	$0
Contributions received from participants	2018-12-31	$7,145,188
Participant contributions at end of year	2018-12-31	$953,480
Participant contributions at beginning of year	2018-12-31	$858,374
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$175
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$12,046,056
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$3,805
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$107,655
Administrative expenses (other) incurred	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	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	$3,275,627
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$119,741,280
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$112,261,409
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$35,261,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$32,473,734
Value of interest in pooled separate accounts at end of year	2018-12-31	$13,633,792
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$67,329,127
Interest on participant loans	2018-12-31	$44,669
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$65,646,309
Value of interest in common/collective trusts at beginning of year	2018-12-31	$8,078,576
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,170,428
Net investment gain/loss from pooled separate accounts	2018-12-31	$-1,111,010
Net investment gain or loss from common/collective trusts	2018-12-31	$-4,053,780
Net gain/loss from 103.12 investment entities	2018-12-31	$0
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	$4,246,376
Employer contributions (assets) at end of year	2018-12-31	$4,246,376
Employer contributions (assets) at beginning of year	2018-12-31	$3,521,423
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$12,240,076
Contract administrator fees	2018-12-31	$200,642
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
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
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
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	MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN	2018-12-31	201260566
2017 : HOLMES MURPHY 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	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	$26,690,723
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$6,312,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$6,294,475
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$3,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$10,815,020
Value of total assets at end of year	2017-12-31	$112,261,409
Value of total assets at beginning of year	2017-12-31	$91,882,826
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$14,272
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$37,555
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$379,108
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	$379,108
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
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
Amount of non-exempt transactions with any party-in-interest	2017-12-31	$0
Contributions received from participants	2017-12-31	$5,945,792
Participant contributions at end of year	2017-12-31	$858,374
Participant contributions at beginning of year	2017-12-31	$714,539
Participant contributions at end of year	2017-12-31	$175
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,347,805
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$13,537
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$6
Administrative expenses (other) incurred	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	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	$20,378,583
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$112,261,409
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$91,882,826
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$32,473,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$25,857,812
Value of interest in pooled separate accounts at end of year	2017-12-31	$67,329,127
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$55,819,827
Interest on participant loans	2017-12-31	$37,555
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$0
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$8,078,576
Value of interest in common/collective trusts at beginning of year	2017-12-31	$6,210,893
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$5,157,178
Net investment gain/loss from pooled separate accounts	2017-12-31	$10,212,749
Net investment gain or loss from common/collective trusts	2017-12-31	$89,107
Net gain/loss from 103.12 investment entities	2017-12-31	$0
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	Yes
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	$3,521,423
Employer contributions (assets) at end of year	2017-12-31	$3,521,423
Employer contributions (assets) at beginning of year	2017-12-31	$3,279,755
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$6,280,938
Contract administrator fees	2017-12-31	$14,272
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
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
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
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	MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN	2017-12-31	201260566
2016 : HOLMES MURPHY 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	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	$16,992,345
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$5,209,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$5,193,546
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$10,527,831
Value of total assets at end of year	2016-12-31	$91,882,826
Value of total assets at beginning of year	2016-12-31	$80,099,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$15,747
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$32,199
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$310,991
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	$310,991
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
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
Amount of non-exempt transactions with any party-in-interest	2016-12-31	$0
Contributions received from participants	2016-12-31	$5,473,975
Participant contributions at end of year	2016-12-31	$714,539
Participant contributions at beginning of year	2016-12-31	$772,827
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,774,101
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$7,003
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$1,001
Administrative expenses (other) incurred	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	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	$11,783,052
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$91,882,826
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$80,099,774
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$25,857,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$24,181,972
Value of interest in pooled separate accounts at end of year	2016-12-31	$55,819,827
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$46,164,876
Interest on participant loans	2016-12-31	$32,199
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$6,210,893
Value of interest in common/collective trusts at beginning of year	2016-12-31	$6,197,711
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,167,650
Net investment gain/loss from pooled separate accounts	2016-12-31	$4,886,011
Net investment gain or loss from common/collective trusts	2016-12-31	$66,662
Net gain/loss from 103.12 investment entities	2016-12-31	$0
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	$3,279,755
Employer contributions (assets) at end of year	2016-12-31	$3,279,755
Employer contributions (assets) at beginning of year	2016-12-31	$2,782,388
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$5,186,543
Contract administrator fees	2016-12-31	$15,747
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
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
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
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	MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN	2016-12-31	201260566
2015 : HOLMES MURPHY 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	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	$10,035,659
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$5,482,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$5,468,559
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$10,209,757
Value of total assets at end of year	2015-12-31	$80,099,774
Value of total assets at beginning of year	2015-12-31	$75,546,887
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$14,213
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$31,062
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$260,621
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	$260,621
Administrative expenses professional fees incurred	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
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
Amount of non-exempt transactions with any party-in-interest	2015-12-31	$0
Contributions received from participants	2015-12-31	$4,692,281
Participant contributions at end of year	2015-12-31	$772,827
Participant contributions at beginning of year	2015-12-31	$725,407
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$2,734,322
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$32,735
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	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	$4,552,887
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$80,099,774
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$75,546,887
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$24,181,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$24,623,368
Value of interest in pooled separate accounts at end of year	2015-12-31	$46,164,876
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$42,451,155
Interest on participant loans	2015-12-31	$31,062
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$0
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$6,197,711
Value of interest in common/collective trusts at beginning of year	2015-12-31	$5,363,190
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$69,081
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-987,105
Net investment gain/loss from pooled separate accounts	2015-12-31	$502,082
Net investment gain or loss from common/collective trusts	2015-12-31	$19,242
Net gain/loss from 103.12 investment entities	2015-12-31	$0
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	$2,783,154
Employer contributions (assets) at end of year	2015-12-31	$2,782,388
Employer contributions (assets) at beginning of year	2015-12-31	$2,314,686
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$5,435,824
Contract administrator fees	2015-12-31	$14,213
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
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
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
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	MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN	2015-12-31	201260566
2014 : HOLMES MURPHY 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	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	$11,584,896
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$7,434,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$7,420,823
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$7,545,511
Value of total assets at end of year	2014-12-31	$75,546,887
Value of total assets at beginning of year	2014-12-31	$71,396,579
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$13,765
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$27,385
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$301,333
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	$301,333
Administrative expenses professional fees incurred	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
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
Amount of non-exempt transactions with any party-in-interest	2014-12-31	$0
Contributions received from participants	2014-12-31	$4,226,976
Participant contributions at end of year	2014-12-31	$725,407
Participant contributions at beginning of year	2014-12-31	$611,172
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$8,272
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,003,849
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$40,421
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$491
Administrative expenses (other) incurred	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	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	$4,150,308
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$75,546,887
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$71,396,579
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2014-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$24,623,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$23,750,758
Value of interest in pooled separate accounts at end of year	2014-12-31	$42,451,155
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$39,184,959
Interest on participant loans	2014-12-31	$26,076
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$1,309
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$5,363,190
Value of interest in common/collective trusts at beginning of year	2014-12-31	$5,474,904
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$69,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$180,530
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$746,395
Net investment gain/loss from pooled separate accounts	2014-12-31	$2,897,806
Net investment gain or loss from common/collective trusts	2014-12-31	$65,975
Net gain/loss from 103.12 investment entities	2014-12-31	$0
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	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$2,314,686
Employer contributions (assets) at end of year	2014-12-31	$2,314,686
Employer contributions (assets) at beginning of year	2014-12-31	$2,185,984
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$7,380,402
Contract administrator fees	2014-12-31	$13,765
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
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
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
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	MARSHALL VANDER LINDEN, CPA, PLC
Accountancy firm EIN	2014-12-31	201260566
2013 : HOLMES MURPHY 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$0
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	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	$18,140,389
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$4,462,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$4,451,554
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$6,758,624
Value of total assets at end of year	2013-12-31	$71,396,579
Value of total assets at beginning of year	2013-12-31	$57,718,560
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$10,816
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$28,704
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$260,986
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	$260,986
Administrative expenses professional fees incurred	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
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
Amount of non-exempt transactions with any party-in-interest	2013-12-31	$0
Contributions received from participants	2013-12-31	$3,822,367
Participant contributions at end of year	2013-12-31	$611,172
Participant contributions at beginning of year	2013-12-31	$592,251
Participant contributions at end of year	2013-12-31	$8,272
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$750,273
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$18,788
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$85
Administrative expenses (other) incurred	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	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	$13,678,019
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$71,396,579
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$57,718,560
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$23,750,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$18,691,474
Value of interest in pooled separate accounts at end of year	2013-12-31	$39,184,959
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$30,824,928
Interest on participant loans	2013-12-31	$25,400
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$3,304
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$5,474,904
Value of interest in common/collective trusts at beginning of year	2013-12-31	$5,240,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$180,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$293,558
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,736,993
Net investment gain/loss from pooled separate accounts	2013-12-31	$7,398,716
Net investment gain or loss from common/collective trusts	2013-12-31	$-43,719
Net gain/loss from 103.12 investment entities	2013-12-31	$0
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	Yes
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	$2,185,984
Employer contributions (assets) at end of year	2013-12-31	$2,185,984
Employer contributions (assets) at beginning of year	2013-12-31	$2,075,732
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$4,432,766
Contract administrator fees	2013-12-31	$10,816
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
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
Aggregate proceeds on sale of assets	2013-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
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	MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN	2013-12-31	201260566
2012 : HOLMES MURPHY 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$0
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	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	$12,244,853
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$5,304,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$5,297,991
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$288
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$5,880,409
Value of total assets at end of year	2012-12-31	$57,718,560
Value of total assets at beginning of year	2012-12-31	$50,778,438
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$6,452
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$32,226
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$270,347
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	$270,347
Administrative expenses professional fees incurred	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
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
Amount of non-exempt transactions with any party-in-interest	2012-12-31	$0
Contributions received from participants	2012-12-31	$3,543,721
Participant contributions at end of year	2012-12-31	$592,251
Participant contributions at beginning of year	2012-12-31	$563,463
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$260,956
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$8,210
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$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	2012-12-31	No
Value of net income/loss	2012-12-31	$6,940,122
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$57,718,560
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$50,778,438
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2012-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2012-12-31	$0
Investment advisory and management fees	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$18,691,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$16,371,070
Value of interest in pooled separate accounts at end of year	2012-12-31	$30,824,928
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$27,158,916
Interest on participant loans	2012-12-31	$25,750
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$6,476
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$0
Value of interest in common/collective trusts at end of year	2012-12-31	$5,240,617
Value of interest in common/collective trusts at beginning of year	2012-12-31	$4,207,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$293,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$577,651
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,001,827
Net investment gain/loss from pooled separate accounts	2012-12-31	$3,979,546
Net investment gain or loss from common/collective trusts	2012-12-31	$80,498
Net gain/loss from 103.12 investment entities	2012-12-31	$0
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	Yes
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	$2,075,732
Employer contributions (assets) at end of year	2012-12-31	$2,075,732
Employer contributions (assets) at beginning of year	2012-12-31	$1,899,827
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$5,289,781
Contract administrator fees	2012-12-31	$6,452
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
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
Aggregate proceeds on sale of assets	2012-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
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	MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN	2012-12-31	201260566
2011 : HOLMES MURPHY 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	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	$5,021,615
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$6,363,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$6,356,367
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$5,749,165
Value of total assets at end of year	2011-12-31	$50,778,438
Value of total assets at beginning of year	2011-12-31	$52,120,409
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$7,219
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$42,244
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$245,007
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	$245,007
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
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
Amount of non-exempt transactions with any party-in-interest	2011-12-31	$0
Contributions received from participants	2011-12-31	$3,374,887
Participant contributions at end of year	2011-12-31	$563,463
Participant contributions at beginning of year	2011-12-31	$642,675
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$132
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$474,451
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$1,090
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$3,540
Administrative expenses (other) incurred	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$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	2011-12-31	No
Value of net income/loss	2011-12-31	$-1,341,971
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$50,778,438
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$52,120,409
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2011-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$16,371,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$13,719,107
Value of interest in pooled separate accounts at end of year	2011-12-31	$27,158,916
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$32,214,783
Interest on participant loans	2011-12-31	$30,808
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$11,436
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$4,207,511
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,751,732
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$577,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$914,609
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-928,313
Net investment gain/loss from pooled separate accounts	2011-12-31	$-191,357
Net investment gain or loss from common/collective trusts	2011-12-31	$101,329
Net gain/loss from 103.12 investment entities	2011-12-31	$0
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	$1,899,827
Employer contributions (assets) at end of year	2011-12-31	$1,899,827
Employer contributions (assets) at beginning of year	2011-12-31	$1,877,371
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$6,355,277
Contract administrator fees	2011-12-31	$7,219
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
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
Aggregate proceeds on sale of assets	2011-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
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	MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN	2011-12-31	201260566
2010 : HOLMES MURPHY 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	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	$11,656,821
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$3,051,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$3,039,705
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$5,360,775
Value of total assets at end of year	2010-12-31	$52,120,409
Value of total assets at beginning of year	2010-12-31	$43,515,215
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$11,922
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$53,006
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$174,954
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	$174,954
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
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
Amount of non-exempt transactions with any party-in-interest	2010-12-31	$0
Contributions received from participants	2010-12-31	$3,217,141
Participant contributions at end of year	2010-12-31	$642,675
Participant contributions at beginning of year	2010-12-31	$603,518
Participant contributions at end of year	2010-12-31	$132
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$266,263
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$3,661
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$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	2010-12-31	No
Value of net income/loss	2010-12-31	$8,605,194
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$52,120,409
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$43,515,215
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2010-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$13,719,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$9,958,244
Value of interest in pooled separate accounts at end of year	2010-12-31	$32,214,783
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$30,127,269
Interest on participant loans	2010-12-31	$34,294
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$18,712
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$2,751,732
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$914,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$963,310
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,062,998
Net investment gain/loss from pooled separate accounts	2010-12-31	$4,914,340
Net investment gain or loss from common/collective trusts	2010-12-31	$87,087
Net gain/loss from 103.12 investment entities	2010-12-31	$0
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	$1,877,371
Employer contributions (assets) at end of year	2010-12-31	$1,877,371
Employer contributions (assets) at beginning of year	2010-12-31	$1,862,874
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$3,039,705
Contract administrator fees	2010-12-31	$11,922
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
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
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
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	MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN	2010-12-31	201260566
2009 : HOLMES MURPHY 401(K) 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 HOLMES MURPHY 401(K) PLAN

2022: HOLMES MURPHY 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HOLMES MURPHY 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HOLMES MURPHY 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
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: HOLMES MURPHY 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: HOLMES MURPHY 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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: HOLMES MURPHY 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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: HOLMES MURPHY 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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: HOLMES MURPHY 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
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: HOLMES MURPHY 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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: HOLMES MURPHY 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
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: HOLMES MURPHY 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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: HOLMES MURPHY 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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
2010: HOLMES MURPHY 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HOLMES MURPHY 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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

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

Policy contract number

447715

Policy instance

Insurance contract or identification number	447715
Number of Individuals Covered	1205
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

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

Policy contract number

447715

Policy instance

Insurance contract or identification number	447715
Number of Individuals Covered	1126
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

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

Policy contract number

447715

Policy instance

Insurance contract or identification number	447715
Number of Individuals Covered	1120
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
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

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

Policy contract number

447715

Policy instance

Insurance contract or identification number	447715
Number of Individuals Covered	1191
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

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

Policy contract number

447715

Policy instance

Insurance contract or identification number	447715
Number of Individuals Covered	893
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

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

Policy contract number

447715

Policy instance

Insurance contract or identification number	447715
Number of Individuals Covered	755
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

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

Policy contract number

447715

Policy instance

Insurance contract or identification number	447715
Number of Individuals Covered	644
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

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

Policy contract number

447715

Policy instance

Insurance contract or identification number	447715
Number of Individuals Covered	596
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

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

Policy contract number

447715

Policy instance

Insurance contract or identification number	447715
Number of Individuals Covered	576
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

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

Policy contract number

447715

Policy instance

Insurance contract or identification number	447715
Number of Individuals Covered	554
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $8,515
Total amount of fees paid to insurance company	USD $30,366
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

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

Policy contract number

447715

Policy instance

Insurance contract or identification number	447715
Number of Individuals Covered	540
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $27,281
Total amount of fees paid to insurance company	USD $36,566
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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
Commission paid to Insurance Broker	USD $27,281
Amount paid for insurance broker fees	36566
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?	3
Insurance broker name	SECURIAN FINANCIAL SERVICES INC

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Company Name:	HMA GROUP HOLDINGS, LLC
Employer identification number (EIN):	420985055
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages