HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST
Plan identification number	001

HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 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. Participant-directed brokerage accounts provided as an investment option under the plan. Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

HOLLAND & KNIGHT LLP has sponsored the creation of one or more 401k plans.

Company Name:	HOLLAND & KNIGHT LLP
Employer identification number (EIN):	590663819
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	TINA BROOME
001	2016-01-01	TINA BROOME
001	2015-01-01	LORNA J. PIERCE		LORNA J PIERCE	2016-10-12
001	2014-01-01	LORNA J. PIERCE		LORNA J PIERCE	2015-10-14
001	2013-01-01	LORNA J. PIERCE		LORNA J PIERCE	2014-10-14
001	2012-01-01	LORNA J. PIERCE		LORNA J PIERCE	2013-10-15
001	2011-01-01	LORNA J. PIERCE		LORNA J PIERCE	2012-10-01
001	2009-01-01	STANLEY T WNEK JR

Plan Statistics for HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2022: HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4,062
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3,060
Number of retired or separated participants receiving benefits	2022-01-01	63
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,198
Total of all active and inactive participants	2022-01-01	4,321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	4,324
Number of participants with account balances	2022-01-01	3,922
2021: HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3,346
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,800
Number of retired or separated participants receiving benefits	2021-01-01	58
Number of other retired or separated participants entitled to future benefits	2021-01-01	1,201
Total of all active and inactive participants	2021-01-01	4,059
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	4,062
Number of participants with account balances	2021-01-01	3,767
2020: HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3,070
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,323
Number of retired or separated participants receiving benefits	2020-01-01	34
Number of other retired or separated participants entitled to future benefits	2020-01-01	988
Total of all active and inactive participants	2020-01-01	3,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	3,346
Number of participants with account balances	2020-01-01	3,073
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	30
2019: HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,947
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,463
Number of retired or separated participants receiving benefits	2019-01-01	69
Number of other retired or separated participants entitled to future benefits	2019-01-01	882
Total of all active and inactive participants	2019-01-01	3,414
Total participants	2019-01-01	3,414
Number of participants with account balances	2019-01-01	3,070
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	45
2018: HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,856
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,387
Number of retired or separated participants receiving benefits	2018-01-01	53
Number of other retired or separated participants entitled to future benefits	2018-01-01	877
Total of all active and inactive participants	2018-01-01	3,317
Total participants	2018-01-01	3,317
Number of participants with account balances	2018-01-01	2,947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	65
2017: HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,792
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2,348
Number of retired or separated participants receiving benefits	2017-01-01	46
Number of other retired or separated participants entitled to future benefits	2017-01-01	808
Total of all active and inactive participants	2017-01-01	3,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	3,203
Number of participants with account balances	2017-01-01	2,856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	73
2016: HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3,019
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,318
Number of retired or separated participants receiving benefits	2016-01-01	38
Number of other retired or separated participants entitled to future benefits	2016-01-01	810
Total of all active and inactive participants	2016-01-01	3,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	3,168
Number of participants with account balances	2016-01-01	2,792
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	72
2015: HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,914
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,199
Number of retired or separated participants receiving benefits	2015-01-01	30
Number of other retired or separated participants entitled to future benefits	2015-01-01	789
Total of all active and inactive participants	2015-01-01	3,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	3,019
Number of participants with account balances	2015-01-01	2,661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	80
2014: HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,837
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,113
Number of retired or separated participants receiving benefits	2014-01-01	25
Number of other retired or separated participants entitled to future benefits	2014-01-01	775
Total of all active and inactive participants	2014-01-01	2,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	2,914
Number of participants with account balances	2014-01-01	2,574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	67
2013: HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,765
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,061
Number of retired or separated participants receiving benefits	2013-01-01	16
Number of other retired or separated participants entitled to future benefits	2013-01-01	760
Total of all active and inactive participants	2013-01-01	2,837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2,837
Number of participants with account balances	2013-01-01	2,531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	44
2012: HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,781
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,033
Number of retired or separated participants receiving benefits	2012-01-01	15
Number of other retired or separated participants entitled to future benefits	2012-01-01	716
Total of all active and inactive participants	2012-01-01	2,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	2,765
Number of participants with account balances	2012-01-01	2,466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	26
2011: HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,788
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,998
Number of retired or separated participants receiving benefits	2011-01-01	24
Number of other retired or separated participants entitled to future benefits	2011-01-01	752
Total of all active and inactive participants	2011-01-01	2,774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	7
Total participants	2011-01-01	2,781
Number of participants with account balances	2011-01-01	2,485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	51
2009: HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3,049
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,985
Number of retired or separated participants receiving benefits	2009-01-01	21
Number of other retired or separated participants entitled to future benefits	2009-01-01	798
Total of all active and inactive participants	2009-01-01	2,804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	2,805
Number of participants with account balances	2009-01-01	2,548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	122

Financial Data on HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2022 : HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-6,391,350
Total unrealized appreciation/depreciation of assets	2022-12-31	$-6,391,350
Total transfer of assets to this plan	2022-12-31	$237,412
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-198,857,720
Total loss/gain on sale of assets	2022-12-31	$-11,720,130
Total of all expenses incurred	2022-12-31	$107,787,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$107,084,666
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$59,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$93,677,716
Value of total assets at end of year	2022-12-31	$1,321,907,640
Value of total assets at beginning of year	2022-12-31	$1,628,315,132
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$642,969
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$1,321,673
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$27,249,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$26,566,899
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$144,570
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$205,694
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$38,590,985
Participant contributions at end of year	2022-12-31	$6,241,246
Participant contributions at beginning of year	2022-12-31	$6,656,645
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$2,001,293
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$2,194,520
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$23,131,575
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$196,597
Administrative expenses (other) incurred	2022-12-31	$236,492
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$22,759
Total non interest bearing cash at beginning of year	2022-12-31	$9,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-306,644,904
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,321,907,640
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,628,315,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$406,477
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,016,093,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,301,128,758
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$331,177
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$-193,227
Income. Interest from US Government securities	2022-12-31	$41,693
Income. Interest from corporate debt instruments	2022-12-31	$113,356
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$133,304,975
Value of interest in common/collective trusts at beginning of year	2022-12-31	$148,825,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$80,497,340
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$74,621,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$74,621,204
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,028,674
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$325,978
Asset value of US Government securities at end of year	2022-12-31	$7,708,818
Asset value of US Government securities at beginning of year	2022-12-31	$90,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-290,876,296
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$-12,315,408
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	Yes
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$31,955,156
Employer contributions (assets) at end of year	2022-12-31	$31,955,156
Employer contributions (assets) at beginning of year	2022-12-31	$28,093,280
Income. Dividends from preferred stock	2022-12-31	$18,133
Income. Dividends from common stock	2022-12-31	$664,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$106,758,688
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$3,029,276
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$2,599,187
Contract administrator fees	2022-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$40,909,048
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$63,890,090
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$62,657,000
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$74,377,130
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SCH ATTEST SERVICES PC INC
Accountancy firm EIN	2022-12-31	521743645
2021 : HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$7,762,335
Total unrealized appreciation/depreciation of assets	2021-12-31	$7,762,335
Total transfer of assets to this plan	2021-12-31	$341,117,661
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$236,487,033
Total loss/gain on sale of assets	2021-12-31	$2,192,107
Total of all expenses incurred	2021-12-31	$75,208,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$74,423,108
Expenses. Certain deemed distributions of participant loans	2021-12-31	$5,215
Value of total corrective distributions	2021-12-31	$19,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$71,881,960
Value of total assets at end of year	2021-12-31	$1,628,315,132
Value of total assets at beginning of year	2021-12-31	$1,125,918,713
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$760,288
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$512,473
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$57,911,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$57,314,005
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$205,694
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$141,718
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$30,894,790
Participant contributions at end of year	2021-12-31	$6,656,645
Participant contributions at beginning of year	2021-12-31	$5,869,175
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$2,194,520
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$2,031,659
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$12,893,890
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$593,372
Administrative expenses (other) incurred	2021-12-31	$-57,092
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$9,427
Total non interest bearing cash at beginning of year	2021-12-31	$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	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$161,278,758
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,628,315,132
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,125,918,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$224,008
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,301,128,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$936,726,407
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$349,320
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$0
Income. Interest from US Government securities	2021-12-31	$16,432
Income. Interest from corporate debt instruments	2021-12-31	$78,784
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$148,825,879
Value of interest in common/collective trusts at beginning of year	2021-12-31	$26,246,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$74,621,204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$85,656,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$85,656,576
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$67,937
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$109,381
Asset value of US Government securities at end of year	2021-12-31	$90,448
Asset value of US Government securities at beginning of year	2021-12-31	$2,761,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$87,278,036
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$8,354,989
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	Yes
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$28,093,280
Employer contributions (assets) at end of year	2021-12-31	$28,093,280
Employer contributions (assets) at beginning of year	2021-12-31	$20,687,909
Income. Dividends from preferred stock	2021-12-31	$10,492
Income. Dividends from common stock	2021-12-31	$587,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$74,313,727
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$2,599,187
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$2,145,775
Contract administrator fees	2021-12-31	$593,372
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$63,890,090
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$43,651,367
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$56,818,592
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$54,626,485
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SCH ATTEST SERVICES PC INC
Accountancy firm EIN	2021-12-31	521743645
2020 : HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$10,800,082
Total unrealized appreciation/depreciation of assets	2020-12-31	$10,800,082
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$216,494,590
Total loss/gain on sale of assets	2020-12-31	$-1,386,669
Total of all expenses incurred	2020-12-31	$72,116,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$71,544,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$61,524,855
Value of total assets at end of year	2020-12-31	$1,125,918,713
Value of total assets at beginning of year	2020-12-31	$981,541,112
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$572,236
Total interest from all sources	2020-12-31	$753,555
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$44,169,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$43,666,332
Administrative expenses professional fees incurred	2020-12-31	$185,582
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$141,718
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$253,054
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$28,460,764
Participant contributions at end of year	2020-12-31	$5,869,175
Participant contributions at beginning of year	2020-12-31	$6,755,378
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$2,031,659
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$2,007,743
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$12,376,182
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$264,790
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$757,606
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$1,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$144,377,601
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,125,918,713
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$981,541,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$936,726,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$819,953,779
Interest earned on other investments	2020-12-31	$355,391
Income. Interest from US Government securities	2020-12-31	$31,072
Income. Interest from corporate debt instruments	2020-12-31	$91,064
Value of interest in common/collective trusts at end of year	2020-12-31	$26,246,547
Value of interest in common/collective trusts at beginning of year	2020-12-31	$22,885,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$85,656,576
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$61,170,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$61,170,103
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$276,028
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$321,152
Asset value of US Government securities at end of year	2020-12-31	$2,761,580
Asset value of US Government securities at beginning of year	2020-12-31	$3,194,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$99,449,907
Net investment gain or loss from common/collective trusts	2020-12-31	$425,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$20,687,909
Employer contributions (assets) at end of year	2020-12-31	$20,687,909
Employer contributions (assets) at beginning of year	2020-12-31	$20,315,731
Income. Dividends from preferred stock	2020-12-31	$9,730
Income. Dividends from common stock	2020-12-31	$493,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$70,958,811
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$2,145,775
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$2,995,849
Contract administrator fees	2020-12-31	$386,654
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$43,651,367
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$42,008,030
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$72,983,396
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$74,370,065
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	SC&H ATTEST SERVICES, P.C., INC.
Accountancy firm EIN	2020-12-31	521743645
2019 : HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$7,829,574
Total unrealized appreciation/depreciation of assets	2019-12-31	$7,829,574
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$257,640,691
Total loss/gain on sale of assets	2019-12-31	$2,180,485
Total of all expenses incurred	2019-12-31	$83,174,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$82,098,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$84,184,104
Value of total assets at end of year	2019-12-31	$981,541,112
Value of total assets at beginning of year	2019-12-31	$807,074,625
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,075,756
Total interest from all sources	2019-12-31	$1,655,511
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$41,442,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$40,818,240
Administrative expenses professional fees incurred	2019-12-31	$225,052
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$253,054
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$232,587
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$27,250,630
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$2,007,743
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$4,187,008
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$36,617,743
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$172,059
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$6,755,378
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$6,883,590
Other income not declared elsewhere	2019-12-31	$721,728
Administrative expenses (other) incurred	2019-12-31	$11,586
Total non interest bearing cash at end of year	2019-12-31	$1,245
Total non interest bearing cash at beginning of year	2019-12-31	$1,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$174,466,487
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$981,541,112
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$807,074,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$721,727
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$819,953,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$658,805,730
Interest on participant loans	2019-12-31	$401,511
Income. Interest from US Government securities	2019-12-31	$38,725
Income. Interest from corporate debt instruments	2019-12-31	$141,425
Value of interest in common/collective trusts at end of year	2019-12-31	$22,885,403
Value of interest in common/collective trusts at beginning of year	2019-12-31	$25,875,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$61,170,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$55,128,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$55,128,726
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1,073,850
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$215,218
Asset value of US Government securities at end of year	2019-12-31	$3,194,797
Asset value of US Government securities at beginning of year	2019-12-31	$4,157,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$119,123,809
Net investment gain or loss from common/collective trusts	2019-12-31	$502,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$20,315,731
Employer contributions (assets) at end of year	2019-12-31	$20,315,731
Employer contributions (assets) at beginning of year	2019-12-31	$19,803,198
Income. Dividends from preferred stock	2019-12-31	$16,375
Income. Dividends from common stock	2019-12-31	$607,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$81,711,171
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$2,995,849
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$2,542,399
Contract administrator fees	2019-12-31	$117,391
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$42,008,030
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$29,457,756
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$34,166,815
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$31,986,330
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SC&H ATTEST SERVICES, P.C., INC
Accountancy firm EIN	2019-12-31	521743645
2018 : HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-4,036,262
Total unrealized appreciation/depreciation of assets	2018-12-31	$-4,036,262
Total transfer of assets to this plan	2018-12-31	$10,618
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$23,305,246
Total loss/gain on sale of assets	2018-12-31	$599,756
Total of all expenses incurred	2018-12-31	$61,030,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$60,177,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$64,181,283
Value of total assets at end of year	2018-12-31	$807,074,625
Value of total assets at beginning of year	2018-12-31	$844,789,629
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$853,403
Total interest from all sources	2018-12-31	$1,314,440
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$43,541,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$42,904,976
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$232,587
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$155,836
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$25,029,372
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$4,187,008
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$4,303,902
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$19,303,859
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$171,129
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$6,883,590
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$7,341,502
Other income not declared elsewhere	2018-12-31	$848,823
Total non interest bearing cash at end of year	2018-12-31	$1,291
Total non interest bearing cash at beginning of year	2018-12-31	$2,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-37,725,622
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$807,074,625
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$844,789,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$853,403
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$658,805,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$701,292,328
Interest on participant loans	2018-12-31	$385,732
Income. Interest from US Government securities	2018-12-31	$37,196
Income. Interest from corporate debt instruments	2018-12-31	$91,662
Value of interest in common/collective trusts at end of year	2018-12-31	$25,875,080
Value of interest in common/collective trusts at beginning of year	2018-12-31	$27,943,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$55,128,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$43,004,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$43,004,011
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$799,850
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$103,540
Asset value of US Government securities at end of year	2018-12-31	$4,157,260
Asset value of US Government securities at beginning of year	2018-12-31	$278,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-83,606,409
Net investment gain or loss from common/collective trusts	2018-12-31	$462,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$19,848,052
Employer contributions (assets) at end of year	2018-12-31	$19,803,198
Employer contributions (assets) at beginning of year	2018-12-31	$18,537,763
Income. Dividends from preferred stock	2018-12-31	$10,080
Income. Dividends from common stock	2018-12-31	$626,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$59,902,796
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$2,542,399
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$2,140,974
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$29,457,756
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$39,789,365
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$37,866,334
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$37,266,578
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SC&H ATTEST SERVICES, P.C., INC
Accountancy firm EIN	2018-12-31	521743645
2017 : HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$5,770,330
Total unrealized appreciation/depreciation of assets	2017-12-31	$5,770,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$177,134,633
Total loss/gain on sale of assets	2017-12-31	$1,057,825
Total of all expenses incurred	2017-12-31	$54,051,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$53,084,257
Expenses. Certain deemed distributions of participant loans	2017-12-31	$83,856
Value of total corrective distributions	2017-12-31	$15,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$53,073,684
Value of total assets at end of year	2017-12-31	$844,789,629
Value of total assets at beginning of year	2017-12-31	$721,706,254
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$867,742
Total interest from all sources	2017-12-31	$760,929
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$36,361,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$35,714,566
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$155,836
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$317,309
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$22,659,265
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$4,303,902
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$4,367,298
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$11,876,656
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$7,341,502
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$7,052,824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$597,158
Administrative expenses (other) incurred	2017-12-31	$597,158
Total non interest bearing cash at end of year	2017-12-31	$2,010
Total non interest bearing cash at beginning of year	2017-12-31	$3,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$123,083,375
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$844,789,629
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$721,706,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$178,265
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$701,292,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$556,586,502
Interest on participant loans	2017-12-31	$360,581
Income. Interest from corporate debt instruments	2017-12-31	$100,962
Value of interest in common/collective trusts at end of year	2017-12-31	$27,943,253
Value of interest in common/collective trusts at beginning of year	2017-12-31	$22,875,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$43,004,011
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$49,793,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$49,793,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$299,386
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$221,664
Asset value of US Government securities at end of year	2017-12-31	$278,685
Asset value of US Government securities at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$79,168,434
Net investment gain or loss from common/collective trusts	2017-12-31	$344,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$18,537,763
Employer contributions (assets) at end of year	2017-12-31	$18,537,763
Employer contributions (assets) at beginning of year	2017-12-31	$18,017,651
Income. Dividends from preferred stock	2017-12-31	$12,151
Income. Dividends from common stock	2017-12-31	$634,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$52,862,593
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$2,140,974
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$2,524,250
Contract administrator fees	2017-12-31	$92,319
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$39,789,365
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$60,168,099
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$25,047,793
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$23,989,968
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SC&H ATTEST SERVICES, P.C., INC
Accountancy firm EIN	2017-12-31	521743645
2016 : HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$17,165,657
Total unrealized appreciation/depreciation of assets	2016-12-31	$17,165,657
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$98,272,700
Total loss/gain on sale of assets	2016-12-31	$134,207
Total of all expenses incurred	2016-12-31	$41,673,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$41,531,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$50,679,797
Value of total assets at end of year	2016-12-31	$721,706,254
Value of total assets at beginning of year	2016-12-31	$665,107,479
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$142,630
Total interest from all sources	2016-12-31	$546,520
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$24,593,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$23,179,374
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$317,309
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$370,454
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$21,969,512
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$4,367,298
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$4,136,793
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$10,984,808
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$29,228
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$7,052,824
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$6,846,004
Other income not declared elsewhere	2016-12-31	$292,336
Total non interest bearing cash at end of year	2016-12-31	$3,144
Total non interest bearing cash at beginning of year	2016-12-31	$14,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$56,598,775
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$721,706,254
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$665,107,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$24,827
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$556,586,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$512,733,625
Interest on participant loans	2016-12-31	$361,987
Income. Interest from US Government securities	2016-12-31	$17,454
Income. Interest from corporate debt instruments	2016-12-31	$97,996
Value of interest in common/collective trusts at end of year	2016-12-31	$22,875,902
Value of interest in common/collective trusts at beginning of year	2016-12-31	$19,833,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$49,793,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$48,926,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$48,926,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$69,083
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$195,313
Asset value of US Government securities at end of year	2016-12-31	$0
Asset value of US Government securities at beginning of year	2016-12-31	$569,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$4,583,610
Net investment gain or loss from common/collective trusts	2016-12-31	$276,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$17,725,477
Employer contributions (assets) at end of year	2016-12-31	$18,017,651
Employer contributions (assets) at beginning of year	2016-12-31	$17,130,666
Income. Dividends from preferred stock	2016-12-31	$24,078
Income. Dividends from common stock	2016-12-31	$1,390,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$41,306,754
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$2,524,250
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$1,929,511
Contract administrator fees	2016-12-31	$117,803
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$60,168,099
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$52,617,137
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$43,843,126
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$43,708,919
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN	2016-12-31	521743645
2015 : HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-35,265,988
Total unrealized appreciation/depreciation of assets	2015-12-31	$-35,265,988
Total income from all sources (including contributions)	2015-12-31	$37,117,160
Total loss/gain on sale of assets	2015-12-31	$-461,929
Total of all expenses incurred	2015-12-31	$31,391,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$31,215,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$45,578,559
Value of total assets at end of year	2015-12-31	$665,107,479
Value of total assets at beginning of year	2015-12-31	$659,381,427
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$175,110
Total interest from all sources	2015-12-31	$472,674
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$28,434,053
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	$27,097,661
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$370,454
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$357,845
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$20,487,454
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$4,136,793
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$4,320,778
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$8,143,832
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$20,196
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$6,846,004
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$7,279,049
Other income not declared elsewhere	2015-12-31	$338,057
Total non interest bearing cash at end of year	2015-12-31	$14,132
Total non interest bearing cash at beginning of year	2015-12-31	$2,914
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	$5,726,052
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$665,107,479
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$659,381,427
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
Investment advisory and management fees	2015-12-31	$105,039
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$512,733,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$508,804,764
Interest on participant loans	2015-12-31	$368,073
Income. Interest from US Government securities	2015-12-31	$17,635
Income. Interest from corporate debt instruments	2015-12-31	$49,912
Value of interest in common/collective trusts at end of year	2015-12-31	$19,833,364
Value of interest in common/collective trusts at beginning of year	2015-12-31	$19,558,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$48,926,156
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$44,374,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$44,374,889
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$37,054
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$119,068
Asset value of US Government securities at end of year	2015-12-31	$569,637
Asset value of US Government securities at beginning of year	2015-12-31	$716,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,208,510
Net investment gain or loss from common/collective trusts	2015-12-31	$230,244
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	$16,947,273
Employer contributions (assets) at end of year	2015-12-31	$17,130,666
Employer contributions (assets) at beginning of year	2015-12-31	$16,151,546
Income. Dividends from preferred stock	2015-12-31	$24,936
Income. Dividends from common stock	2015-12-31	$1,311,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$31,076,734
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$1,929,511
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$457,205
Contract administrator fees	2015-12-31	$70,071
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$52,617,137
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$57,357,731
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$47,508,500
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$47,970,429
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	STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN	2015-12-31	521743645
2014 : HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$4,657,532
Total unrealized appreciation/depreciation of assets	2014-12-31	$4,657,532
Total income from all sources (including contributions)	2014-12-31	$89,482,380
Total loss/gain on sale of assets	2014-12-31	$-1,400,521
Total of all expenses incurred	2014-12-31	$33,224,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$32,856,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$52,129,105
Value of total assets at end of year	2014-12-31	$659,381,427
Value of total assets at beginning of year	2014-12-31	$603,123,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$368,072
Total interest from all sources	2014-12-31	$414,950
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$39,415,260
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	$38,119,499
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$357,845
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$338,321
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$18,901,549
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$4,320,778
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$4,058,631
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$17,083,153
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$7,279,049
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$6,811,095
Other income not declared elsewhere	2014-12-31	$339,238
Total non interest bearing cash at end of year	2014-12-31	$2,914
Total non interest bearing cash at beginning of year	2014-12-31	$3,922
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	$56,258,205
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$659,381,427
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$603,123,222
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	$368,072
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$508,804,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$463,431,892
Interest on participant loans	2014-12-31	$357,420
Income. Interest from US Government securities	2014-12-31	$7,470
Income. Interest from corporate debt instruments	2014-12-31	$22,736
Value of interest in common/collective trusts at end of year	2014-12-31	$19,558,344
Value of interest in common/collective trusts at beginning of year	2014-12-31	$18,644,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$44,374,889
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$45,256,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$45,256,791
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$27,324
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$93,271
Asset value of US Government securities at end of year	2014-12-31	$716,362
Asset value of US Government securities at beginning of year	2014-12-31	$211,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-6,261,012
Net investment gain or loss from common/collective trusts	2014-12-31	$187,828
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	$16,144,403
Employer contributions (assets) at end of year	2014-12-31	$16,151,546
Employer contributions (assets) at beginning of year	2014-12-31	$15,594,224
Income. Dividends from preferred stock	2014-12-31	$23,750
Income. Dividends from common stock	2014-12-31	$1,272,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$32,762,832
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$457,205
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$579,012
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$57,357,731
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$48,194,003
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$43,609,909
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$45,010,430
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	STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN	2014-12-31	521743645
2013 : HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$6,026,499
Total unrealized appreciation/depreciation of assets	2013-12-31	$6,026,499
Total income from all sources (including contributions)	2013-12-31	$138,980,194
Total loss/gain on sale of assets	2013-12-31	$1,649,621
Total of all expenses incurred	2013-12-31	$40,228,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$39,920,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$41,084,675
Value of total assets at end of year	2013-12-31	$603,123,222
Value of total assets at beginning of year	2013-12-31	$504,371,553
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$308,414
Total interest from all sources	2013-12-31	$457,875
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$26,106,334
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	$25,072,206
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$338,321
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$684,885
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$18,158,438
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$4,058,631
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$4,633,457
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$7,445,129
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$40,120
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$6,811,095
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$6,267,911
Other income not declared elsewhere	2013-12-31	$163,361
Total non interest bearing cash at end of year	2013-12-31	$3,922
Total non interest bearing cash at beginning of year	2013-12-31	$396,593
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	$98,751,669
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$603,123,222
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$504,371,553
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	$242,123
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$463,431,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$378,265,544
Interest on participant loans	2013-12-31	$303,613
Income. Interest from US Government securities	2013-12-31	$3,378
Income. Interest from corporate debt instruments	2013-12-31	$29,677
Value of interest in common/collective trusts at end of year	2013-12-31	$18,644,117
Value of interest in common/collective trusts at beginning of year	2013-12-31	$19,473,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$45,256,791
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$42,648,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$42,648,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$121,207
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$123,860
Asset value of US Government securities at end of year	2013-12-31	$211,214
Asset value of US Government securities at beginning of year	2013-12-31	$188,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$63,596,047
Net investment gain or loss from common/collective trusts	2013-12-31	$-104,218
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	$15,481,108
Employer contributions (assets) at end of year	2013-12-31	$15,594,224
Employer contributions (assets) at beginning of year	2013-12-31	$15,336,398
Income. Dividends from preferred stock	2013-12-31	$28,296
Income. Dividends from common stock	2013-12-31	$1,005,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$39,756,131
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$579,012
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$658,345
Contract administrator fees	2013-12-31	$66,291
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$48,194,003
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$35,818,670
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$50,395,549
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$48,745,928
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	STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN	2013-12-31	521743645
2012 : HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$2,098,686
Total unrealized appreciation/depreciation of assets	2012-12-31	$2,098,686
Total transfer of assets to this plan	2012-12-31	$25,000
Total income from all sources (including contributions)	2012-12-31	$86,294,310
Total loss/gain on sale of assets	2012-12-31	$1,460,742
Total of all expenses incurred	2012-12-31	$23,680,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$23,667,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$35,728,410
Value of total assets at end of year	2012-12-31	$504,371,553
Value of total assets at beginning of year	2012-12-31	$441,733,025
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$13,022
Total interest from all sources	2012-12-31	$378,421
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$13,269,008
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	$12,374,261
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$684,885
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$499,842
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$17,251,654
Participant contributions at beginning of year	2012-12-31	$282
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$4,633,457
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$2,750,021
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$3,254,278
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$7,981
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$6,267,911
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$5,921,825
Other income not declared elsewhere	2012-12-31	$218,688
Total non interest bearing cash at end of year	2012-12-31	$396,593
Total non interest bearing cash at beginning of year	2012-12-31	$32,832
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	$62,613,528
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$504,371,553
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$441,733,025
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	$13,022
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$378,265,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$333,965,981
Interest on participant loans	2012-12-31	$246,725
Interest earned on other investments	2012-12-31	$443
Income. Interest from US Government securities	2012-12-31	$3,213
Income. Interest from corporate debt instruments	2012-12-31	$32,276
Value of interest in common/collective trusts at end of year	2012-12-31	$19,473,334
Value of interest in common/collective trusts at beginning of year	2012-12-31	$15,845,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$42,648,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$40,597,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$40,597,440
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$95,764
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$165,315
Asset value of US Government securities at end of year	2012-12-31	$188,301
Asset value of US Government securities at beginning of year	2012-12-31	$183,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$32,752,910
Net investment gain or loss from common/collective trusts	2012-12-31	$387,445
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	$15,222,478
Employer contributions (assets) at end of year	2012-12-31	$15,336,398
Employer contributions (assets) at beginning of year	2012-12-31	$14,819,923
Income. Dividends from preferred stock	2012-12-31	$38,621
Income. Dividends from common stock	2012-12-31	$856,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$23,494,464
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$658,345
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$1,212,435
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$35,818,670
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$25,903,871
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$22,192,886
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$20,732,144
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	STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN	2012-12-31	521743645
2011 : HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-1,041,764
Total unrealized appreciation/depreciation of assets	2011-12-31	$-1,041,764
Total transfer of assets from this plan	2011-12-31	$347,752
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$196,145
Total income from all sources (including contributions)	2011-12-31	$26,617,096
Total loss/gain on sale of assets	2011-12-31	$-730,631
Total of all expenses incurred	2011-12-31	$23,481,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$23,275,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$34,010,283
Value of total assets at end of year	2011-12-31	$441,733,025
Value of total assets at beginning of year	2011-12-31	$439,141,108
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$205,768
Total interest from all sources	2011-12-31	$346,900
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$10,382,069
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	$9,755,101
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$499,842
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$367,922
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$16,423,606
Participant contributions at end of year	2011-12-31	$282
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$2,750,021
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$3,539,534
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$2,531,800
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$6,728
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$5,921,825
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$5,808,907
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$196,145
Total non interest bearing cash at end of year	2011-12-31	$32,832
Total non interest bearing cash at beginning of year	2011-12-31	$15,940
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	$3,135,814
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$441,733,025
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$438,944,963
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	$176,486
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$333,965,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$335,489,254
Interest on participant loans	2011-12-31	$212,124
Interest earned on other investments	2011-12-31	$1,308
Income. Interest from US Government securities	2011-12-31	$3,127
Income. Interest from corporate debt instruments	2011-12-31	$17,833
Value of interest in common/collective trusts at end of year	2011-12-31	$15,845,067
Value of interest in common/collective trusts at beginning of year	2011-12-31	$15,298,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$40,597,440
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$38,468,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$38,468,721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$112,508
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$75,096
Asset value of US Government securities at end of year	2011-12-31	$183,506
Asset value of US Government securities at beginning of year	2011-12-31	$170,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-16,817,373
Net investment gain or loss from common/collective trusts	2011-12-31	$467,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$15,054,877
Employer contributions (assets) at end of year	2011-12-31	$14,819,923
Employer contributions (assets) at beginning of year	2011-12-31	$14,644,936
Income. Dividends from preferred stock	2011-12-31	$29,140
Income. Dividends from common stock	2011-12-31	$597,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$23,193,690
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$1,212,435
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$857,294
Contract administrator fees	2011-12-31	$29,282
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$25,903,871
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$24,479,242
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$30,883,006
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$31,613,637
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	STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN	2011-12-31	521743645
2010 : HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$2,966,953
Total unrealized appreciation/depreciation of assets	2010-12-31	$2,966,953
Total transfer of assets to this plan	2010-12-31	$1,259
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$196,145
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	$77,570,734
Total loss/gain on sale of assets	2010-12-31	$223,606
Total of all expenses incurred	2010-12-31	$27,931,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$27,772,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$31,633,682
Value of total assets at end of year	2010-12-31	$439,141,108
Value of total assets at beginning of year	2010-12-31	$389,304,894
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$159,692
Total interest from all sources	2010-12-31	$348,374
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$6,306,042
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	$5,793,718
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$367,922
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$200,154
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$15,991,548
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$975
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$3,539,534
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$3,535,870
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,362,919
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$5,808,907
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$5,444,626
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$196,145
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$15,940
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$49,638,810
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$438,944,963
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$389,304,894
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	$159,692
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$335,489,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$287,024,256
Interest earned on other investments	2010-12-31	$246,694
Income. Interest from US Government securities	2010-12-31	$5,045
Income. Interest from corporate debt instruments	2010-12-31	$14,293
Value of interest in common/collective trusts at end of year	2010-12-31	$15,298,861
Value of interest in common/collective trusts at beginning of year	2010-12-31	$14,609,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$38,468,721
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$42,086,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$42,086,220
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$82,342
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$93,400
Asset value of US Government securities at end of year	2010-12-31	$170,497
Asset value of US Government securities at beginning of year	2010-12-31	$171,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$35,506,528
Net investment gain or loss from common/collective trusts	2010-12-31	$585,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$14,279,215
Employer contributions (assets) at end of year	2010-12-31	$14,644,936
Employer contributions (assets) at beginning of year	2010-12-31	$14,502,348
Income. Dividends from preferred stock	2010-12-31	$22,032
Income. Dividends from common stock	2010-12-31	$490,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$27,678,832
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$857,294
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$702,282
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$24,479,242
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$21,026,871
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$25,495,084
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$25,271,478
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	STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN	2010-12-31	521743645

Form 5500 Responses for HOLLAND & KNIGHT PROFIT SHARING PLAN & TRUST

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

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	43802000
Policy instance	4
Insurance contract or identification number 43802000 Number of Individuals Covered 2 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No 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 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: 91596 )
Policy contract number	VARIOUS
Policy instance	3
Insurance contract or identification number VARIOUS Number of Individuals Covered 5 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Total amount of commissions paid to insurance broker USD $5,730 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No 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 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $4,236 Amount paid for insurance broker fees 0
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number	VARIOUS
Policy instance	2
Insurance contract or identification number VARIOUS Number of Individuals Covered 7 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Total amount of commissions paid to insurance broker USD $223 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No 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 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $223 Amount paid for insurance broker fees 0
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	30287
Policy instance	1
Insurance contract or identification number 30287 Number of Individuals Covered 4 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Total amount of commissions paid to insurance broker USD $309 Total amount of fees paid to insurance company USD $316 Contract purchased, in whole or in part, to distribute benefits from a terminating plan 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 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $305 Amount paid for insurance broker fees 93
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number	VARIOUS
Policy instance	2
Insurance contract or identification number VARIOUS Number of Individuals Covered 7 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 Total amount of commissions paid to insurance broker USD $223 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $223
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	43802000
Policy instance	3
Insurance contract or identification number 43802000 Number of Individuals Covered 2 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract number	VARIOUS
Policy instance	4
Insurance contract or identification number VARIOUS Number of Individuals Covered 5 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $131
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	30287
Policy instance	1
Insurance contract or identification number 30287 Number of Individuals Covered 6 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 Total amount of commissions paid to insurance broker USD $512 Total amount of fees paid to insurance company USD $383 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $311 Amount paid for insurance broker fees 123 Insurance broker organization code? 0
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	43802000
Policy instance	2
Insurance contract or identification number 43802000 Number of Individuals Covered 2 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $0 Amount paid for insurance broker fees 0
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract number	VARIOUS
Policy instance	3
Insurance contract or identification number VARIOUS Number of Individuals Covered 6 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $1,813,860 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $838 Amount paid for insurance broker fees 0
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	30287
Policy instance	4
Insurance contract or identification number 30287 Number of Individuals Covered 6 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $512 Total amount of fees paid to insurance company USD $437 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $0 Amount paid for insurance broker fees 143
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number	VARIOUS
Policy instance	5
Insurance contract or identification number VARIOUS Number of Individuals Covered 7 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $223 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $223 Amount paid for insurance broker fees 0
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	I031718-LM
Policy instance	1
Insurance contract or identification number I031718-LM Number of Individuals Covered 0 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $1,201 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $1,201 Amount paid for insurance broker fees 0
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number	VARIOUS
Policy instance	6
Insurance contract or identification number VARIOUS Number of Individuals Covered 8 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $223 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $223 Amount paid for insurance broker fees 0
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	30287
Policy instance	5
Insurance contract or identification number 30287 Number of Individuals Covered 6 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $816 Total amount of fees paid to insurance company USD $749 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $0 Amount paid for insurance broker fees 326
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract number	VARIOUS
Policy instance	4
Insurance contract or identification number VARIOUS Number of Individuals Covered 7 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $15,630 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $654 Amount paid for insurance broker fees 0
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	I031718-LM
Policy instance	2
Insurance contract or identification number I031718-LM Number of Individuals Covered 1 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $1,170 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $1,170
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	VARIOUS
Policy instance	1
Insurance contract or identification number VARIOUS Number of Individuals Covered 0 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	43802000
Policy instance	3
Insurance contract or identification number 43802000 Number of Individuals Covered 2 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $0
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number	VARIOUS
Policy instance	7
Insurance contract or identification number VARIOUS Number of Individuals Covered 8 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $314 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $314 Amount paid for insurance broker fees 0
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	30287
Policy instance	6
Insurance contract or identification number 30287 Number of Individuals Covered 7 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $816 Total amount of fees paid to insurance company USD $749 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $0 Amount paid for insurance broker fees 326
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract number	VARIOUS
Policy instance	5
Insurance contract or identification number VARIOUS Number of Individuals Covered 7 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $1,886 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $22
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	VARIOUS
Policy instance	4
Insurance contract or identification number VARIOUS Number of Individuals Covered 2 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 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? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	VARIOUS
Policy instance	3
Insurance contract or identification number VARIOUS Number of Individuals Covered 0 Insurance policy start date 2018-01-01 Insurance policy end date 2018-04-30 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? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	I031718-LM
Policy instance	2
Insurance contract or identification number I031718-LM Number of Individuals Covered 1 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $1,157 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $1,157
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	VARIOUS
Policy instance	1
Insurance contract or identification number VARIOUS Number of Individuals Covered 3 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 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? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	I031718-LM
Policy instance	2
Insurance contract or identification number I031718-LM Number of Individuals Covered 1 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $494 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $494 Insurance broker name MERRILL LYNCH LIFE AGENCY, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	VARIOUS
Policy instance	3
Insurance contract or identification number VARIOUS Number of Individuals Covered 1 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	VARIOUS
Policy instance	4
Insurance contract or identification number VARIOUS Number of Individuals Covered 2 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $34 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $34 Insurance broker name NEW ENGLAND LIFE
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract number	VARIOUS
Policy instance	5
Insurance contract or identification number VARIOUS Number of Individuals Covered 7 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $31,286 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $4,665 Amount paid for insurance broker fees 0 Insurance broker name WILLAM E. MAHONEY, JR.
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	30287
Policy instance	6
Insurance contract or identification number 30287 Number of Individuals Covered 7 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $848 Total amount of fees paid to insurance company USD $740 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $212 Amount paid for insurance broker fees 19 Insurance broker name ALLEN L. SNYDER III
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number	VARIOUS
Policy instance	7
Insurance contract or identification number VARIOUS Number of Individuals Covered 9 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $83 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $83 Amount paid for insurance broker fees 0 Insurance broker name THOMAS FINANCIAL GROUP, INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	VARIOUS
Policy instance	1
Insurance contract or identification number VARIOUS Number of Individuals Covered 3 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No

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