401k Plan data: MARINELLO 401(K) PLAN plan

MARINELLO 401(K) PLAN 401k Plan overview

Plan Name	MARINELLO 401(K) PLAN
Plan identification number	001

MARINELLO 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

B & H EDUCATION INC. has sponsored the creation of one or more 401k plans.

Company Name: B & H EDUCATION INC.

Employer identification number (EIN): 562419687

NAIC Classification: 611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 GARY OSHIRO
001 2015-01-01 GARY OSHIRO
001 2014-01-01 GARY OSHIRO
001 2014-01-01 GARY OSHIRO
001 2013-01-01 GARY OSHIRO
001 2012-01-01 WILLIAM T. WOLF
001 2011-01-01 MICHAEL FLECKER MICHAEL FLECKER 2012-10-15
001 2009-01-01 MICHAEL FLECKER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	GARY OSHIRO
001	2015-01-01	GARY OSHIRO
001	2014-01-01	GARY OSHIRO
001	2014-01-01	GARY OSHIRO
001	2013-01-01	GARY OSHIRO
001	2012-01-01	WILLIAM T. WOLF
001	2011-01-01	MICHAEL FLECKER	MICHAEL FLECKER	2012-10-15
001	2009-01-01	MICHAEL FLECKER

Plan Statistics for MARINELLO 401(K) PLAN

401k plan membership statisitcs for MARINELLO 401(K) PLAN

Measure Date Value
2016: MARINELLO 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 817
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MARINELLO 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 823
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 731
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 86
Total of all active and inactive participants 2015-01-01 817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 817
Number of participants with account balances 2015-01-01 300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 293
2014: MARINELLO 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 856
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 773
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 50
Total of all active and inactive participants 2014-01-01 823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 823
Number of participants with account balances 2014-01-01 306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 259
2013: MARINELLO 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 867
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 701
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 46
Total of all active and inactive participants 2013-01-01 747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 747
Number of participants with account balances 2013-01-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 284
2012: MARINELLO 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 864
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 809
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 28
Total of all active and inactive participants 2012-01-01 837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 837
Number of participants with account balances 2012-01-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 298
2011: MARINELLO 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 737
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 744
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 49
Total of all active and inactive participants 2011-01-01 793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 793
Number of participants with account balances 2011-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MARINELLO 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 232
Number of other retired or separated participants entitled to future benefits 2009-01-01 24
Total of all active and inactive participants 2009-01-01 256
Total participants 2009-01-01 256
Number of participants with account balances 2009-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2016: MARINELLO 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	817
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MARINELLO 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	823
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	731
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	86
Total of all active and inactive participants	2015-01-01	817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	817
Number of participants with account balances	2015-01-01	300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	293
2014: MARINELLO 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	856
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	773
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	50
Total of all active and inactive participants	2014-01-01	823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	823
Number of participants with account balances	2014-01-01	306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	259
2013: MARINELLO 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	867
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	701
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	46
Total of all active and inactive participants	2013-01-01	747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	747
Number of participants with account balances	2013-01-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	284
2012: MARINELLO 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	864
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	809
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	28
Total of all active and inactive participants	2012-01-01	837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	837
Number of participants with account balances	2012-01-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	298
2011: MARINELLO 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	737
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	744
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	49
Total of all active and inactive participants	2011-01-01	793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	793
Number of participants with account balances	2011-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MARINELLO 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	232
Number of other retired or separated participants entitled to future benefits	2009-01-01	24
Total of all active and inactive participants	2009-01-01	256
Total participants	2009-01-01	256
Number of participants with account balances	2009-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on MARINELLO 401(K) PLAN

Measure	Date	Value
2016 : MARINELLO 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-11-30	$0
Total income from all sources (including contributions)	2016-11-30	$158,377
Total loss/gain on sale of assets	2016-11-30	$0
Total of all expenses incurred	2016-11-30	$6,122,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-11-30	$6,027,922
Value of total corrective distributions	2016-11-30	$66,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-11-30	$123,490
Value of total assets at end of year	2016-11-30	$0
Value of total assets at beginning of year	2016-11-30	$5,963,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-11-30	$27,843
Total interest from all sources	2016-11-30	$1,402
Total dividends received (eg from common stock, registered investment company shares)	2016-11-30	$8,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-11-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-11-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-11-30	$8,009
Administrative expenses professional fees incurred	2016-11-30	$19,000
Was this plan covered by a fidelity bond	2016-11-30	Yes
Value of fidelity bond cover	2016-11-30	$3,000,000
If this is an individual account plan, was there a blackout period	2016-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-11-30	No
Contributions received from participants	2016-11-30	$116,490
Participant contributions at end of year	2016-11-30	$0
Participant contributions at beginning of year	2016-11-30	$200,771
Income. Received or receivable in cash from other sources (including rollovers)	2016-11-30	$7,000
Other income not declared elsewhere	2016-11-30	$5,306
Administrative expenses (other) incurred	2016-11-30	$3,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-11-30	No
Value of net income/loss	2016-11-30	$-5,963,716
Value of net assets at end of year (total assets less liabilities)	2016-11-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-11-30	$5,963,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-11-30	No
Were any leases to which the plan was party in default or uncollectible	2016-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-11-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-11-30	$4,706,606
Interest on participant loans	2016-11-30	$1,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-11-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-11-30	$1,056,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-11-30	$20,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-11-30	No
Was there a failure to transmit to the plan any participant contributions	2016-11-30	No
Has the plan failed to provide any benefit when due under the plan	2016-11-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-11-30	$6,027,922
Contract administrator fees	2016-11-30	$5,303
Did the plan have assets held for investment	2016-11-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-11-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-11-30	Disclaimer
Accountancy firm name	2016-11-30	KNUTTE & ASSOCIATES, P.C.
Accountancy firm EIN	2016-11-30	363459708
2015 : MARINELLO 401(K) 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	$1,189,226
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,528,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,487,391
Value of total corrective distributions	2015-12-31	$37,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,244,515
Value of total assets at end of year	2015-12-31	$5,963,716
Value of total assets at beginning of year	2015-12-31	$6,302,607
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,550
Total interest from all sources	2015-12-31	$9,525
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$62,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$62,929
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$886,375
Participant contributions at end of year	2015-12-31	$200,771
Participant contributions at beginning of year	2015-12-31	$159,130
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$10,289
Other income not declared elsewhere	2015-12-31	$15,639
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	$-338,891
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,963,716
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,302,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,706,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,094,900
Interest on participant loans	2015-12-31	$9,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,056,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,048,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-143,382
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	$347,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,487,391
Contract administrator fees	2015-12-31	$3,550
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	KNUTTE & ASSOCIATES, P.C.
Accountancy firm EIN	2015-12-31	363459708
2014 : MARINELLO 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	$1,623,711
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$645,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$571,943
Expenses. Certain deemed distributions of participant loans	2014-12-31	$1,033
Value of total corrective distributions	2014-12-31	$67,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,409,570
Value of total assets at end of year	2014-12-31	$6,302,607
Value of total assets at beginning of year	2014-12-31	$5,324,371
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,492
Total interest from all sources	2014-12-31	$10,077
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$64,497
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	$64,497
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$877,134
Participant contributions at end of year	2014-12-31	$159,130
Participant contributions at beginning of year	2014-12-31	$225,232
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$167,326
Other income not declared elsewhere	2014-12-31	$14,650
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	$978,236
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,302,607
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,324,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,094,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,160,471
Interest on participant loans	2014-12-31	$10,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,048,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$938,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$124,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$365,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$571,943
Contract administrator fees	2014-12-31	$5,492
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	KNUTTE & ASSOCIATES, P.C.
Accountancy firm EIN	2014-12-31	363459708
2013 : MARINELLO 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	$1,956,563
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$480,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$425,025
Value of total corrective distributions	2013-12-31	$51,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,226,806
Value of total assets at end of year	2013-12-31	$5,324,371
Value of total assets at beginning of year	2013-12-31	$3,847,816
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,550
Total interest from all sources	2013-12-31	$8,951
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$40,911
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	$40,911
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$804,287
Participant contributions at end of year	2013-12-31	$225,232
Participant contributions at beginning of year	2013-12-31	$155,843
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$119,856
Other income not declared elsewhere	2013-12-31	$13,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,476,555
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,324,371
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,847,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,160,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,896,948
Interest on participant loans	2013-12-31	$8,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$938,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$795,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$666,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$302,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$425,025
Contract administrator fees	2013-12-31	$3,550
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KNUTTE & ASSOCIATES, P.C.
Accountancy firm EIN	2013-12-31	363459708
2012 : MARINELLO 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	$1,299,099
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$455,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$416,202
Value of total corrective distributions	2012-12-31	$36,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$919,680
Value of total assets at end of year	2012-12-31	$3,847,816
Value of total assets at beginning of year	2012-12-31	$3,004,584
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,100
Total interest from all sources	2012-12-31	$8,359
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$40,783
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	$40,783
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$652,276
Participant contributions at end of year	2012-12-31	$155,843
Participant contributions at beginning of year	2012-12-31	$150,700
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$29,052
Other income not declared elsewhere	2012-12-31	$11,956
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	$843,232
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,847,816
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,004,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,896,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,123,790
Interest on participant loans	2012-12-31	$8,359
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	$795,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$730,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$318,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$238,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$416,202
Contract administrator fees	2012-12-31	$3,100
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	KNUTTE & ASSOCIATES, P.C.
Accountancy firm EIN	2012-12-31	363459708
2011 : MARINELLO 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	$674,147
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$219,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$174,720
Value of total corrective distributions	2011-12-31	$42,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$826,626
Value of total assets at end of year	2011-12-31	$3,004,584
Value of total assets at beginning of year	2011-12-31	$2,550,315
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,434
Total interest from all sources	2011-12-31	$7,197
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$21,427
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	$21,427
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$566,232
Participant contributions at end of year	2011-12-31	$150,700
Participant contributions at beginning of year	2011-12-31	$123,525
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$55,672
Other income not declared elsewhere	2011-12-31	$14,718
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	$454,269
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,004,584
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,550,315
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	$34
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,123,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,063,883
Interest on participant loans	2011-12-31	$7,197
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	$362,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$730,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-195,821
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	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$204,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$174,720
Contract administrator fees	2011-12-31	$2,400
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KNUTTE & ASSOCIATES, P.C.
Accountancy firm EIN	2011-12-31	363459708
2010 : MARINELLO 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$949,902
Total of all expenses incurred	2010-12-31	$262,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$230,037
Expenses. Certain deemed distributions of participant loans	2010-12-31	$56
Value of total corrective distributions	2010-12-31	$28,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$717,888
Value of total assets at end of year	2010-12-31	$2,550,315
Value of total assets at beginning of year	2010-12-31	$1,863,385
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$4,075
Total interest from all sources	2010-12-31	$5,105
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$28,420
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	$28,420
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$375,881
Participant contributions at end of year	2010-12-31	$123,525
Participant contributions at beginning of year	2010-12-31	$100,953
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$59,157
Administrative expenses (other) incurred	2010-12-31	$4,075
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	$686,930
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,550,315
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,863,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,063,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,479,097
Interest on participant loans	2010-12-31	$5,105
Value of interest in common/collective trusts at end of year	2010-12-31	$362,907
Value of interest in common/collective trusts at beginning of year	2010-12-31	$283,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$194,803
Net investment gain or loss from common/collective trusts	2010-12-31	$3,686
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	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$282,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$230,037
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KNUTTE & ASSOCIATES, P.C.
Accountancy firm EIN	2010-12-31	363459708

Form 5500 Responses for MARINELLO 401(K) PLAN

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

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA28086

Policy instance

Insurance contract or identification number	GA28086
Number of Individuals Covered	300
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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?	Yes
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA28086

Policy instance

Insurance contract or identification number	GA28086
Number of Individuals Covered	306
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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?	Yes
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA28086

Policy instance

Insurance contract or identification number	GA28086
Number of Individuals Covered	274
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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?	Yes
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA28086

Policy instance

Insurance contract or identification number	GA28086
Number of Individuals Covered	219
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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?	Yes
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

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA28086

Policy instance

Insurance contract or identification number	GA28086
Number of Individuals Covered	240
Insurance policy start date	2011-01-03
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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?	Yes
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

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Company Name:	B & H EDUCATION INC.
Employer identification number (EIN):	562419687
NAIC Classification:	611000