401k Plan data: HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN plan

HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN
Plan identification number	001

HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HIG WESTON MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name: HIG WESTON MANAGEMENT LLC

Employer identification number (EIN): 473671480

NAIC Classification: 721110
NAIC Description: Hotels (except Casino Hotels) and Motels

Additional information about HIG WESTON MANAGEMENT LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2015-04-08

Company Identification Number: L15000061753

Legal Registered Office Address: 2800 Biscayne Boulevard

MIAMI

33137

More information about HIG WESTON MANAGEMENT LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 STEPHEN CLEMENTS 2022-06-07
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01 STEPHEN A. CLEMENTS 2019-10-11
001 2017-01-01
001 2016-01-01
001 2015-07-07 MARCOS LEDESMA

Plan Statistics for HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN

401k plan membership statisitcs for HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN

Measure Date Value
2020: HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 47
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 29
Total of all active and inactive participants 2020-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 76
Number of participants with account balances 2020-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 12
2019: HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 161
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 23
Total of all active and inactive participants 2019-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 184
Number of participants with account balances 2019-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 196
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 17
Total of all active and inactive participants 2018-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 214
Number of participants with account balances 2018-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10
2017: HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 209
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 12
Total of all active and inactive participants 2017-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 222
Number of participants with account balances 2017-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 199
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 8
Total of all active and inactive participants 2016-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 208
Number of participants with account balances 2016-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-07 148
Total number of active participants reported on line 7a of the Form 5500 2015-07-07 166
Number of retired or separated participants receiving benefits 2015-07-07 0
Number of other retired or separated participants entitled to future benefits 2015-07-07 2
Total of all active and inactive participants 2015-07-07 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-07 0
Total participants 2015-07-07 168
Number of participants with account balances 2015-07-07 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-07 1

Measure	Date	Value
2020: HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	47
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	29
Total of all active and inactive participants	2020-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	76
Number of participants with account balances	2020-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	12
2019: HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	161
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	23
Total of all active and inactive participants	2019-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	184
Number of participants with account balances	2019-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	196
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	17
Total of all active and inactive participants	2018-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	214
Number of participants with account balances	2018-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10
2017: HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	209
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	12
Total of all active and inactive participants	2017-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	222
Number of participants with account balances	2017-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	199
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	8
Total of all active and inactive participants	2016-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	208
Number of participants with account balances	2016-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-07	148
Total number of active participants reported on line 7a of the Form 5500	2015-07-07	166
Number of retired or separated participants receiving benefits	2015-07-07	0
Number of other retired or separated participants entitled to future benefits	2015-07-07	2
Total of all active and inactive participants	2015-07-07	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-07	0
Total participants	2015-07-07	168
Number of participants with account balances	2015-07-07	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-07	1

Financial Data on HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN

Measure	Date	Value
2020 : HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2020 401k financial data
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	$0
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	$152,668
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$936,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$862,803
Expenses. Certain deemed distributions of participant loans	2020-12-31	$63,854
Value of total corrective distributions	2020-12-31	$2,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$93,273
Value of total assets at end of year	2020-12-31	$549,429
Value of total assets at beginning of year	2020-12-31	$1,333,218
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$7,533
Total interest from all sources	2020-12-31	$5,705
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$19,105
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	$19,105
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$134,000
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
Contributions received from participants	2020-12-31	$80,153
Participant contributions at end of year	2020-12-31	$17,540
Participant contributions at beginning of year	2020-12-31	$119,626
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$324
Administrative expenses (other) incurred	2020-12-31	$7,533
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	$-783,789
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$549,429
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,333,218
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
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$513,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,213,581
Interest on participant loans	2020-12-31	$5,705
Value of interest in common/collective trusts at end of year	2020-12-31	$18,573
Value of interest in common/collective trusts at beginning of year	2020-12-31	$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$34,151
Net investment gain or loss from common/collective trusts	2020-12-31	$434
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	No
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	$12,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$862,803
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
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	GERSTLE, ROSEN & GOLDENBERG, P.A
Accountancy firm EIN	2020-12-31	650675434
2019 : HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total transfer of assets from 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 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 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	$375,469
Total income from all sources (including contributions)	2019-12-31	$375,469
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$99,755
Total of all expenses incurred	2019-12-31	$99,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$87,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$87,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$198,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$198,494
Value of total assets at end of year	2019-12-31	$1,333,218
Value of total assets at end of year	2019-12-31	$1,333,218
Value of total assets at beginning of year	2019-12-31	$1,057,504
Value of total assets at beginning of year	2019-12-31	$1,057,504
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$12,036
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$12,036
Total interest from all sources	2019-12-31	$1,564
Total interest from all sources	2019-12-31	$1,564
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$26,772
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$26,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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	$26,772
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$26,772
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$106,000
Value of fidelity bond cover	2019-12-31	$106,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$161,031
Contributions received from participants	2019-12-31	$161,031
Participant contributions at end of year	2019-12-31	$119,626
Participant contributions at end of year	2019-12-31	$119,626
Participant contributions at beginning of year	2019-12-31	$71,193
Participant contributions at beginning of year	2019-12-31	$71,193
Administrative expenses (other) incurred	2019-12-31	$12,036
Administrative expenses (other) incurred	2019-12-31	$12,036
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
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	$275,714
Value of net income/loss	2019-12-31	$275,714
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,333,218
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,333,218
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,057,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,213,581
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,213,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$986,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$986,311
Interest on participant loans	2019-12-31	$1,169
Interest on participant loans	2019-12-31	$1,169
Value of interest in common/collective trusts at end of year	2019-12-31	$11
Value of interest in common/collective trusts at end of year	2019-12-31	$11
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$395
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$148,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$148,636
Net investment gain or loss from common/collective trusts	2019-12-31	$3
Net investment gain or loss from common/collective trusts	2019-12-31	$3
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
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	$37,463
Contributions received in cash from employer	2019-12-31	$37,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$87,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$87,719
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GERSTLE, ROSEN & GOLDENBERG, P.A
Accountancy firm name	2019-12-31	GERSTLE, ROSEN & GOLDENBERG, P.A
Accountancy firm EIN	2019-12-31	650675434
Accountancy firm EIN	2019-12-31	650675434
2018 : HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,391
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,895
Total income from all sources (including contributions)	2018-12-31	$170,115
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$161,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$141,593
Value of total corrective distributions	2018-12-31	$7,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$214,689
Value of total assets at end of year	2018-12-31	$1,058,895
Value of total assets at beginning of year	2018-12-31	$1,050,322
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$11,991
Total interest from all sources	2018-12-31	$3,351
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$1,225
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$250,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$172,471
Assets. Loans (other than to participants) at end of year	2018-12-31	$71,193
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$56,216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$1,391
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$1,895
Other income not declared elsewhere	2018-12-31	$-4,206
Total non interest bearing cash at end of year	2018-12-31	$1,391
Total non interest bearing cash at beginning of year	2018-12-31	$1,895
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	$9,077
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,057,504
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,048,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$986,311
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$992,211
Interest on participant loans	2018-12-31	$3,351
Net investment gain/loss from pooled separate accounts	2018-12-31	$-43,719
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	$42,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$141,593
Contract administrator fees	2018-12-31	$10,766
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GERSTLE, ROSEN & GOLDENBERG, P.A
Accountancy firm EIN	2018-12-31	650675434
2017 : HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,895
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,077
Total income from all sources (including contributions)	2017-12-31	$347,505
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$284,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$273,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$220,780
Value of total assets at end of year	2017-12-31	$1,050,322
Value of total assets at beginning of year	2017-12-31	$986,732
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$11,107
Total interest from all sources	2017-12-31	$2,538
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$675
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$250,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$180,628
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$412
Assets. Loans (other than to participants) at end of year	2017-12-31	$56,216
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$61,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$1,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$1,077
Other income not declared elsewhere	2017-12-31	$-817
Total non interest bearing cash at end of year	2017-12-31	$1,895
Total non interest bearing cash at beginning of year	2017-12-31	$1,077
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	$62,772
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,048,427
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$985,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$992,211
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$924,418
Interest on participant loans	2017-12-31	$2,538
Net investment gain/loss from pooled separate accounts	2017-12-31	$125,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$39,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$273,626
Contract administrator fees	2017-12-31	$10,432
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	GERSTLE, ROSEN & GOLDENBERG, P.A
Accountancy firm EIN	2017-12-31	650675434
2016 : HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,077
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	$454,476
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$120,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$102,632
Expenses. Certain deemed distributions of participant loans	2016-12-31	$7,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$406,485
Value of total assets at end of year	2016-12-31	$986,732
Value of total assets at beginning of year	2016-12-31	$652,159
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$11,086
Total interest from all sources	2016-12-31	$1,787
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$1,950
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$250,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$146,883
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$224,394
Assets. Loans (other than to participants) at end of year	2016-12-31	$61,237
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$30,216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$1,077
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	$-6,387
Total non interest bearing cash at end of year	2016-12-31	$1,077
Total non interest bearing cash 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	$333,496
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$985,655
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$652,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$924,418
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$621,943
Interest on participant loans	2016-12-31	$1,787
Net investment gain/loss from pooled separate accounts	2016-12-31	$52,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$35,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$102,632
Contract administrator fees	2016-12-31	$9,136
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	GERSTLE, ROSEN & GOLDENBERG, P.A
Accountancy firm EIN	2016-12-31	650675434
2015 : HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$657,173
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$5,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$176
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$660,069
Value of total assets at end of year	2015-12-31	$652,159
Value of total assets at beginning of year	2015-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,838
Total interest from all sources	2015-12-31	$413
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$800
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$54,537
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$586,190
Assets. Loans (other than to participants) at end of year	2015-12-31	$30,216
Assets. Loans (other than to participants) 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	$652,159
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$652,159
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$621,943
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$413
Net investment gain/loss from pooled separate accounts	2015-12-31	$-3,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$19,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$176
Contract administrator fees	2015-12-31	$4,038
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GERSTLE, ROSEN & GOLDENBERG, P.A
Accountancy firm EIN	2015-12-31	650675434

Form 5500 Responses for HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN

2020: HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
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: HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HIG WESTON MANAGEMENT LLC 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-07-07	Type of plan entity	Single employer plan
2015-07-07	First time form 5500 has been submitted	Yes
2015-07-07	Submission has been amended	No
2015-07-07	This submission is the final filing	No
2015-07-07	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-07-07	Plan is a collectively bargained plan	No
2015-07-07	Plan funding arrangement – Insurance	Yes
2015-07-07	Plan funding arrangement – Trust	Yes
2015-07-07	Plan benefit arrangement – Insurance	Yes
2015-07-07	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

Policy instance

Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-11-18
Total amount of commissions paid to insurance broker	USD $5,329
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,329
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

119445

Policy instance

Insurance contract or identification number	119445
Number of Individuals Covered	92
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $3,141
Total amount of fees paid to insurance company	USD $2,031
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,141
Insurance broker organization code?	3
Amount paid for insurance broker fees	1474
Additional information about fees paid to insurance broker	TPA FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

119445

Policy instance

Insurance contract or identification number	119445
Number of Individuals Covered	89
Insurance policy start date	2017-07-07
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $3,119
Total amount of fees paid to insurance company	USD $2,692
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,119
Insurance broker organization code?	3
Amount paid for insurance broker fees	2017
Additional information about fees paid to insurance broker	CONTRACT MANAGEMENT ASSISTANCE
Insurance broker name	EJREYNOLDS, INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

119445

Policy instance

Insurance contract or identification number	119445
Number of Individuals Covered	65
Insurance policy start date	2015-07-07
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $6,534
Total amount of fees paid to insurance company	USD $2,678
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $6,534
Additional information about fees paid to insurance broker	BROKER COMMISION
Insurance broker organization code?	3
Amount paid for insurance broker fees	1878
Insurance broker name	EJREYNOLDS, INC

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See full terms and conditions

Company Name:	HIG WESTON MANAGEMENT LLC
Employer identification number (EIN):	473671480
NAIC Classification:	721110
NAIC Description:	Hotels (except Casino Hotels) and Motels

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2015-04-08
Company Identification Number:	L15000061753
Legal Registered Office Address:	2800 Biscayne Boulevard MIAMI 33137

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	STEPHEN CLEMENTS	2022-06-07
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01	STEPHEN A. CLEMENTS	2019-10-11
001	2017-01-01
001	2016-01-01
001	2015-07-07	MARCOS LEDESMA