401k Plan data: WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN plan

WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 401k Plan overview

Plan Name	WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN
Plan identification number	001

WINTERGREEN PARTNERS, INC. EMPLOYEE 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.
Life insurance

401k Sponsoring company profile

WINTERGREEN PARTNERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: WINTERGREEN PARTNERS, INC.

Employer identification number (EIN): 541286721

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

Additional information about WINTERGREEN PARTNERS, INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1984-05-23

Company Identification Number: 0256723

Legal Registered Office Address: 4701 COX ROAD
SUITE 301
GLEN ALLEN
United States of America (USA)
23060-6802

More information about WINTERGREEN PARTNERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 DANIEL SCHABLEIN DANIEL SCHABLEIN 2016-10-17
001 2014-01-01 DANIEL SCHABLEIN
001 2013-01-01 DANIEL SCHABLEIN DANIEL SCHABLEIN 2014-08-01
001 2012-01-01 DANIEL SCHABLEIN DANIEL SCHABLEIN 2013-10-11
001 2011-01-01 DANIEL SCHABLEIN
001 2009-01-01 DANIEL F SCHABLEIN DANIEL F SCHABLEIN 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	DANIEL SCHABLEIN	DANIEL SCHABLEIN	2016-10-17
001	2014-01-01	DANIEL SCHABLEIN
001	2013-01-01	DANIEL SCHABLEIN	DANIEL SCHABLEIN	2014-08-01
001	2012-01-01	DANIEL SCHABLEIN	DANIEL SCHABLEIN	2013-10-11
001	2011-01-01	DANIEL SCHABLEIN
001	2009-01-01	DANIEL F SCHABLEIN	DANIEL F SCHABLEIN	2010-10-15

Plan Statistics for WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN

401k plan membership statisitcs for WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN

Measure Date Value
2015: WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 290
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
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 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 296
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 263
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 23
Total of all active and inactive participants 2014-01-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 286
Number of participants with account balances 2014-01-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 299
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 274
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 22
Total of all active and inactive participants 2013-01-01 296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 296
Number of participants with account balances 2013-01-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 332
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 270
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 29
Total of all active and inactive participants 2012-01-01 299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 299
Number of participants with account balances 2012-01-01 228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 18
2011: WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 311
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 302
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 30
Total of all active and inactive participants 2011-01-01 332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 332
Number of participants with account balances 2011-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 13
2009: WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 290
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 28
Total of all active and inactive participants 2009-01-01 318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 318
Number of participants with account balances 2009-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 25

Measure	Date	Value
2015: WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	290
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
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	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	296
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	263
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	23
Total of all active and inactive participants	2014-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	286
Number of participants with account balances	2014-01-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	299
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	274
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	22
Total of all active and inactive participants	2013-01-01	296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	296
Number of participants with account balances	2013-01-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	332
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	270
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	29
Total of all active and inactive participants	2012-01-01	299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	299
Number of participants with account balances	2012-01-01	228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	18
2011: WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	311
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	302
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	30
Total of all active and inactive participants	2011-01-01	332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	332
Number of participants with account balances	2011-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	13
2009: WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	290
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	28
Total of all active and inactive participants	2009-01-01	318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	318
Number of participants with account balances	2009-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	25

Financial Data on WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN

Measure	Date	Value
2015 : WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-10-22	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-10-22	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-10-22	$0
Total income from all sources (including contributions)	2015-10-22	$524,328
Total loss/gain on sale of assets	2015-10-22	$0
Total of all expenses incurred	2015-10-22	$8,086,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-10-22	$8,032,278
Expenses. Certain deemed distributions of participant loans	2015-10-22	$1,017
Value of total corrective distributions	2015-10-22	$30,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-10-22	$100,407
Value of total assets at end of year	2015-10-22	$0
Value of total assets at beginning of year	2015-10-22	$7,562,498
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-10-22	$23,173
Total interest from all sources	2015-10-22	$30,190
Total dividends received (eg from common stock, registered investment company shares)	2015-10-22	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-10-22	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-10-22	$0
Total dividends received from registered investment company shares (eg mutual funds)	2015-10-22	$0
Administrative expenses professional fees incurred	2015-10-22	$0
Was this plan covered by a fidelity bond	2015-10-22	Yes
Value of fidelity bond cover	2015-10-22	$500,000
If this is an individual account plan, was there a blackout period	2015-10-22	No
Were there any nonexempt tranactions with any party-in-interest	2015-10-22	No
Contributions received from participants	2015-10-22	$73,755
Participant contributions at end of year	2015-10-22	$0
Participant contributions at beginning of year	2015-10-22	$65,759
Assets. Other investments not covered elsewhere at end of year	2015-10-22	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-10-22	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-10-22	$1,867
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-10-22	$7,918,848
Other income not declared elsewhere	2015-10-22	$208,980
Administrative expenses (other) incurred	2015-10-22	$9,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-10-22	No
Value of net income/loss	2015-10-22	$-7,562,498
Value of net assets at end of year (total assets less liabilities)	2015-10-22	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-10-22	$7,562,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-10-22	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-10-22	No
Were any leases to which the plan was party in default or uncollectible	2015-10-22	No
Investment advisory and management fees	2015-10-22	$12,015
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-10-22	$0
Value of interest in pooled separate accounts at end of year	2015-10-22	$0
Value of interest in pooled separate accounts at beginning of year	2015-10-22	$5,319,859
Interest on participant loans	2015-10-22	$537
Interest earned on other investments	2015-10-22	$29,653
Value of interest in common/collective trusts at end of year	2015-10-22	$0
Value of interest in common/collective trusts at beginning of year	2015-10-22	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-10-22	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-10-22	$2,176,880
Expenses. Payments to insurance carriers foe the provision of benefits	2015-10-22	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-10-22	$0
Net investment gain/loss from pooled separate accounts	2015-10-22	$184,751
Net investment gain or loss from common/collective trusts	2015-10-22	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-10-22	No
Was there a failure to transmit to the plan any participant contributions	2015-10-22	Yes
Has the plan failed to provide any benefit when due under the plan	2015-10-22	No
Assets. Invements in employer securities at end of year	2015-10-22	$0
Assets. Invements in employer securities at beginning of year	2015-10-22	$0
Contributions received in cash from employer	2015-10-22	$24,785
Income. Dividends from common stock	2015-10-22	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-10-22	$113,430
Contract administrator fees	2015-10-22	$2,048
Did the plan have assets held for investment	2015-10-22	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	2015-10-22	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-10-22	Yes
Accountancy firm name	2015-10-22	EIDE BAILLY LLP
Accountancy firm EIN	2015-10-22	450250958
2014 : WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$982,568
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$419,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$389,885
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$3,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$602,649
Value of total assets at end of year	2014-12-31	$7,562,498
Value of total assets at beginning of year	2014-12-31	$6,998,930
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$25,465
Total interest from all sources	2014-12-31	$64,919
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$0
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	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$436,456
Participant contributions at end of year	2014-12-31	$65,759
Participant contributions at beginning of year	2014-12-31	$72,107
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$500
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	$563,568
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,562,498
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,998,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$21,522
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Value of interest in pooled separate accounts at end of year	2014-12-31	$5,319,859
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,912,724
Interest on participant loans	2014-12-31	$3,661
Interest earned on other investments	2014-12-31	$61,258
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,176,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,014,099
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	$0
Net investment gain/loss from pooled separate accounts	2014-12-31	$315,000
Net investment gain or loss from common/collective trusts	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	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$0
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$166,193
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	$389,885
Contract administrator fees	2014-12-31	$3,443
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PBMARES, LLP
Accountancy firm EIN	2014-12-31	540737372
2013 : WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,566,638
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$744,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$715,837
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$6,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$575,746
Value of total assets at end of year	2013-12-31	$6,998,930
Value of total assets at beginning of year	2013-12-31	$6,177,227
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$22,782
Total interest from all sources	2013-12-31	$55,192
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$0
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	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$415,446
Participant contributions at end of year	2013-12-31	$72,107
Participant contributions at beginning of year	2013-12-31	$63,218
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$2,954
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$700
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	$821,703
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,998,930
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,177,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$19,255
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$0
Value of interest in pooled separate accounts at end of year	2013-12-31	$4,912,724
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$4,574,379
Interest on participant loans	2013-12-31	$3,872
Interest earned on other investments	2013-12-31	$51,320
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,014,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,539,630
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	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$935,700
Net investment gain or loss from common/collective trusts	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	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$157,346
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	$715,837
Contract administrator fees	2013-12-31	$2,827
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PBMARES, LLP
Accountancy firm EIN	2013-12-31	540737372
2012 : WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,162,629
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$541,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$517,632
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$3,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$572,619
Value of total assets at end of year	2012-12-31	$6,177,227
Value of total assets at beginning of year	2012-12-31	$5,556,403
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$20,749
Total interest from all sources	2012-12-31	$48,809
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$0
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	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$418,880
Participant contributions at end of year	2012-12-31	$63,218
Participant contributions at beginning of year	2012-12-31	$107,132
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$1,064
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	$620,824
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,177,227
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,556,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$17,340
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$0
Value of interest in pooled separate accounts at end of year	2012-12-31	$4,574,379
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,111,032
Interest on participant loans	2012-12-31	$4,456
Interest earned on other investments	2012-12-31	$44,353
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,539,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,338,239
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	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$541,201
Net investment gain or loss from common/collective trusts	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
Assets. Invements in employer securities at end of year	2012-12-31	$0
Assets. Invements in employer securities at beginning of year	2012-12-31	$0
Contributions received in cash from employer	2012-12-31	$153,739
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	$517,632
Contract administrator fees	2012-12-31	$2,345
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PBMARES, LLP
Accountancy firm EIN	2012-12-31	540737372
2011 : WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$632,206
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$585,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$564,440
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$2,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$665,501
Value of total assets at end of year	2011-12-31	$5,556,403
Value of total assets at beginning of year	2011-12-31	$5,509,672
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$18,957
Total interest from all sources	2011-12-31	$47,759
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$0
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	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$486,330
Participant contributions at end of year	2011-12-31	$107,132
Participant contributions at beginning of year	2011-12-31	$194,366
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	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	$46,731
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,556,403
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,509,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$16,362
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$0
Value of interest in pooled separate accounts at end of year	2011-12-31	$4,111,032
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$4,120,347
Interest on participant loans	2011-12-31	$8,560
Interest earned on other investments	2011-12-31	$39,199
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,338,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,194,959
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	$0
Net investment gain/loss from pooled separate accounts	2011-12-31	$-81,054
Net investment gain or loss from common/collective trusts	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
Assets. Invements in employer securities at end of year	2011-12-31	$0
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$179,171
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	$564,440
Contract administrator fees	2011-12-31	$2,595
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WITT MARES, PLC
Accountancy firm EIN	2011-12-31	541184709
2010 : WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,157,013
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$545,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$515,528
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$9,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$562,121
Value of total assets at end of year	2010-12-31	$5,509,672
Value of total assets at beginning of year	2010-12-31	$4,898,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$21,132
Total interest from all sources	2010-12-31	$49,310
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$0
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	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$435,009
Participant contributions at end of year	2010-12-31	$194,366
Participant contributions at beginning of year	2010-12-31	$214,475
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$2,110
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	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	$611,280
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,509,672
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,898,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$14,378
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$0
Value of interest in pooled separate accounts at end of year	2010-12-31	$4,120,347
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$3,592,869
Interest on participant loans	2010-12-31	$11,763
Interest earned on other investments	2010-12-31	$37,547
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,194,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,091,048
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	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$545,582
Net investment gain or loss from common/collective trusts	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
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$125,002
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	$515,528
Contract administrator fees	2010-12-31	$6,754
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WITT MARES, PLC
Accountancy firm EIN	2010-12-31	541184709
2009 : WINTERGREEN PARTNERS, INC. EMPLOYEE 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 WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN

2015: WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SF 9685

Policy instance

Insurance contract or identification number	SF 9685
Number of Individuals Covered	287
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $31,892
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $31,892
Insurance broker organization code?	3
Insurance broker name	FREDERICK T SCRUGGS

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SF 9685

Policy instance

Insurance contract or identification number	SF 9685
Number of Individuals Covered	296
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $28,314
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $24,662
Insurance broker organization code?	3
Insurance broker name	FREDERICK SCRUGGS

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SF 9685

Policy instance

Insurance contract or identification number	SF 9685
Number of Individuals Covered	299
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $28,542
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $28,542
Insurance broker organization code?	3
Insurance broker name	FREDERICK T SCRUGGS

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SF 9685

Policy instance

Insurance contract or identification number	SF 9685
Number of Individuals Covered	332
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $24,981
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SF 9685

Policy instance

Insurance contract or identification number	SF 9685
Number of Individuals Covered	312
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $21,072
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WINTERGREEN PARTNERS, INC.
Employer identification number (EIN):	541286721
NAIC Classification:	721110
NAIC Description:	Hotels (except Casino Hotels) and Motels

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1984-05-23
Company Identification Number:	0256723
Legal Registered Office Address:	4701 COX ROAD SUITE 301 GLEN ALLEN United States of America (USA) 23060-6802