401k Plan data: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST plan

THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 401k Plan overview

Plan Name	THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST
Plan identification number	001

THE STUDER GROUP, LLC EMPLOYEES SAVINGS 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE STUDER GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: THE STUDER GROUP, LLC

Employer identification number (EIN): 593691553

NAIC Classification: 541600

Additional information about THE STUDER GROUP, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 2011077

More information about THE STUDER GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 STEPHEN FLINT
001 2015-01-01 STEPHEN FLINT
001 2015-01-01 STEPHEN FLINT
001 2015-01-01 STEPHEN FLINT
001 2014-01-01 STEPHEN FLINT
001 2013-01-01 STEPHEN FLINT
001 2012-01-01 STEPHEN FLINT
001 2011-01-01 STEVE FLINT STEVE FLINT 2012-10-09
001 2010-01-01 RODNEY P. SCOTT RODNEY P. SCOTT 2011-10-12
001 2009-01-01 RODNEY P. SCOTT RODNEY P. SCOTT 2010-10-14
001 2009-01-01 RODNEY P. SCOTT RODNEY P. SCOTT 2010-10-14
001 2009-01-01 RODNEY P. SCOTT RODNEY P. SCOTT 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	STEPHEN FLINT
001	2015-01-01	STEPHEN FLINT
001	2015-01-01	STEPHEN FLINT
001	2015-01-01	STEPHEN FLINT
001	2014-01-01	STEPHEN FLINT
001	2013-01-01	STEPHEN FLINT
001	2012-01-01	STEPHEN FLINT
001	2011-01-01	STEVE FLINT	STEVE FLINT	2012-10-09
001	2010-01-01	RODNEY P. SCOTT	RODNEY P. SCOTT	2011-10-12
001	2009-01-01	RODNEY P. SCOTT	RODNEY P. SCOTT	2010-10-14
001	2009-01-01	RODNEY P. SCOTT	RODNEY P. SCOTT	2010-10-14
001	2009-01-01	RODNEY P. SCOTT	RODNEY P. SCOTT	2010-10-14

Plan Statistics for THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST

401k plan membership statisitcs for THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST

Measure Date Value
2016: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 256
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 254
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 27
Total of all active and inactive participants 2015-01-01 281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 281
Number of participants with account balances 2015-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 220
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 29
Total of all active and inactive participants 2014-01-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 250
Number of participants with account balances 2014-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 200
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 23
Total of all active and inactive participants 2013-01-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 223
Number of participants with account balances 2013-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 173
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 21
Total of all active and inactive participants 2012-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 194
Number of participants with account balances 2012-01-01 121
2011: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 148
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 22
Total of all active and inactive participants 2011-01-01 170
Total participants 2011-01-01 170
Number of participants with account balances 2011-01-01 114
2010: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 210
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 27
Total of all active and inactive participants 2010-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 237
Number of participants with account balances 2010-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 159
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 24
Total of all active and inactive participants 2009-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 183
Number of participants with account balances 2009-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	256
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	254
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	27
Total of all active and inactive participants	2015-01-01	281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	281
Number of participants with account balances	2015-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	220
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	29
Total of all active and inactive participants	2014-01-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	250
Number of participants with account balances	2014-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	200
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	23
Total of all active and inactive participants	2013-01-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	223
Number of participants with account balances	2013-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	173
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	21
Total of all active and inactive participants	2012-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	194
Number of participants with account balances	2012-01-01	121
2011: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	148
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	22
Total of all active and inactive participants	2011-01-01	170
Total participants	2011-01-01	170
Number of participants with account balances	2011-01-01	114
2010: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	210
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	27
Total of all active and inactive participants	2010-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	237
Number of participants with account balances	2010-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	159
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	24
Total of all active and inactive participants	2009-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	183
Number of participants with account balances	2009-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST

Measure	Date	Value
2016 : THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-08-31	$0
Total transfer of assets from this plan	2016-08-31	$8,896,414
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$3,152
Total income from all sources (including contributions)	2016-08-31	$535,588
Total loss/gain on sale of assets	2016-08-31	$0
Total of all expenses incurred	2016-08-31	$711,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$710,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$57,566
Value of total assets at end of year	2016-08-31	$0
Value of total assets at beginning of year	2016-08-31	$9,075,464
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-31	$743
Total interest from all sources	2016-08-31	$4,800
Total dividends received (eg from common stock, registered investment company shares)	2016-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-08-31	$0
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$500,000
If this is an individual account plan, was there a blackout period	2016-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Participant contributions at end of year	2016-08-31	$0
Participant contributions at beginning of year	2016-08-31	$156,756
Participant contributions at end of year	2016-08-31	$0
Participant contributions at beginning of year	2016-08-31	$94
Assets. Other investments not covered elsewhere at end of year	2016-08-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-08-31	$312,480
Income. Received or receivable in cash from other sources (including rollovers)	2016-08-31	$57,566
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-08-31	$3,152
Administrative expenses (other) incurred	2016-08-31	$743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Value of net income/loss	2016-08-31	$-175,898
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$9,072,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-08-31	$8,606,134
Interest on participant loans	2016-08-31	$4,262
Interest earned on other investments	2016-08-31	$538
Net investment gain/loss from pooled separate accounts	2016-08-31	$473,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	No
Was there a failure to transmit to the plan any participant contributions	2016-08-31	No
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-31	$710,743
Did the plan have assets held for investment	2016-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-08-31	Disclaimer
Accountancy firm name	2016-08-31	SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN	2016-08-31	592922169
2015 : THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$3,152
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,641,656
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$414,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$413,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,830,751
Value of total assets at end of year	2015-12-31	$9,075,464
Value of total assets at beginning of year	2015-12-31	$7,844,899
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$408
Total interest from all sources	2015-12-31	$6,650
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
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	$1,329,289
Participant contributions at end of year	2015-12-31	$156,756
Participant contributions at beginning of year	2015-12-31	$140,257
Participant contributions at end of year	2015-12-31	$94
Participant contributions at beginning of year	2015-12-31	$94
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$312,480
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$501,462
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$3,152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$408
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	$1,227,413
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,072,312
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,844,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$8,606,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,704,548
Interest on participant loans	2015-12-31	$5,693
Interest earned on other investments	2015-12-31	$957
Net investment gain/loss from pooled separate accounts	2015-12-31	$-195,745
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$413,835
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN	2015-12-31	592922169
2014 : THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$750
Total income from all sources (including contributions)	2014-12-31	$1,461,829
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$237,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$236,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,166,184
Value of total assets at end of year	2014-12-31	$7,844,899
Value of total assets at beginning of year	2014-12-31	$6,620,863
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$286
Total interest from all sources	2014-12-31	$5,170
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,092,324
Participant contributions at end of year	2014-12-31	$140,257
Participant contributions at beginning of year	2014-12-31	$76,638
Participant contributions at end of year	2014-12-31	$94
Participant contributions at beginning of year	2014-12-31	$94
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$73,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$750
Administrative expenses (other) incurred	2014-12-31	$286
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,224,786
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,844,899
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,620,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,704,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$6,544,131
Interest on participant loans	2014-12-31	$4,208
Interest earned on other investments	2014-12-31	$962
Net investment gain/loss from pooled separate accounts	2014-12-31	$290,475
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$236,757
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN	2014-12-31	592922169
2013 : THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$350
Total income from all sources (including contributions)	2013-12-31	$1,844,571
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$394,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$393,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$869,932
Value of total assets at end of year	2013-12-31	$6,620,863
Value of total assets at beginning of year	2013-12-31	$5,170,536
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$687
Total interest from all sources	2013-12-31	$3,771
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$864,067
Participant contributions at end of year	2013-12-31	$76,638
Participant contributions at beginning of year	2013-12-31	$126,338
Participant contributions at end of year	2013-12-31	$94
Participant contributions at beginning of year	2013-12-31	$94
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$5,865
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,449,927
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,620,113
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,170,186
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	$687
Value of interest in pooled separate accounts at end of year	2013-12-31	$6,544,131
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$5,044,104
Interest on participant loans	2013-12-31	$3,771
Net investment gain/loss from pooled separate accounts	2013-12-31	$970,868
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$393,957
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
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	SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN	2013-12-31	592922169
2012 : THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$3,050
Total income from all sources (including contributions)	2012-12-31	$1,504,861
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$270,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$268,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$954,668
Value of total assets at end of year	2012-12-31	$5,170,536
Value of total assets at beginning of year	2012-12-31	$3,939,115
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,478
Total interest from all sources	2012-12-31	$4,683
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$735,002
Participant contributions at end of year	2012-12-31	$126,338
Participant contributions at beginning of year	2012-12-31	$83,328
Participant contributions at end of year	2012-12-31	$94
Participant contributions at beginning of year	2012-12-31	$50
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$219,666
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$3,050
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	$1,234,121
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,170,186
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,936,065
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	$2,478
Value of interest in pooled separate accounts at end of year	2012-12-31	$5,044,104
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,855,737
Interest on participant loans	2012-12-31	$4,683
Net investment gain/loss from pooled separate accounts	2012-12-31	$545,510
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$268,262
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
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	SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN	2012-12-31	592922169
2011 : THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$3,050
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$113
Total income from all sources (including contributions)	2011-12-31	$616,115
Total of all expenses incurred	2011-12-31	$365,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$351,612
Expenses. Certain deemed distributions of participant loans	2011-12-31	$8,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$740,719
Value of total assets at end of year	2011-12-31	$3,939,115
Value of total assets at beginning of year	2011-12-31	$3,685,609
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$5,933
Total interest from all sources	2011-12-31	$4,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$270,000
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	$701,611
Participant contributions at end of year	2011-12-31	$83,328
Participant contributions at beginning of year	2011-12-31	$90,087
Participant contributions at end of year	2011-12-31	$50
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$39,108
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$3,050
Other income not declared elsewhere	2011-12-31	$2,051
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	$250,569
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,936,065
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,685,496
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	$5,933
Value of interest in pooled separate accounts at end of year	2011-12-31	$3,855,737
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$3,595,522
Interest on participant loans	2011-12-31	$4,805
Net investment gain/loss from pooled separate accounts	2011-12-31	$-131,460
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$351,612
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	2011-12-31	No
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$113
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN	2011-12-31	592922169
2010 : THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$113
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,121,413
Total of all expenses incurred	2010-12-31	$145,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$138,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$716,591
Value of total assets at end of year	2010-12-31	$3,685,609
Value of total assets at beginning of year	2010-12-31	$2,709,445
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$7,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$270,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$614,437
Participant contributions at end of year	2010-12-31	$90,087
Participant contributions at beginning of year	2010-12-31	$16,276
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$102,154
Other income not declared elsewhere	2010-12-31	$404,822
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	$976,051
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,685,496
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,709,445
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	$7,237
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,595,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,693,169
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$138,125
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	2010-12-31	No
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$113
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
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	SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN	2010-12-31	592922169

Form 5500 Responses for THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST

2016: THE STUDER GROUP, LLC EMPLOYEES SAVINGS 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	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE STUDER GROUP, LLC EMPLOYEES SAVINGS TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

58453

Policy instance

Insurance contract or identification number	58453
Number of Individuals Covered	0
Insurance policy start date	2016-01-01
Insurance policy end date	2016-08-31
Total amount of commissions paid to insurance broker	USD $34,457
Total amount of fees paid to insurance company	USD $2,923
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $34,457
Insurance broker organization code?	3
Amount paid for insurance broker fees	2923
Additional information about fees paid to insurance broker	TPA ADMINISTRATION FEES
Insurance broker name	THE PENSION CENTER OF FLORIDA, INC.

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

Policy contract number

58453

Policy instance

Insurance contract or identification number	58453
Number of Individuals Covered	166
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $51,432
Total amount of fees paid to insurance company	USD $7,821
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $51,432
Insurance broker organization code?	3
Amount paid for insurance broker fees	7467
Additional information about fees paid to insurance broker	TPA ADMINISTRATION FEES
Insurance broker name	WARREN AVERETT BENEFIT CONSULTANTS

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

Policy contract number

58453

Policy instance

Insurance contract or identification number	58453
Number of Individuals Covered	147
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $43,431
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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 $43,431
Insurance broker organization code?	3
Insurance broker name	CADARET, GRANT & CO., INC.

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

Policy contract number

58453

Policy instance

Insurance contract or identification number	58453
Number of Individuals Covered	139
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $17,179
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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 $17,179
Insurance broker organization code?	3
Insurance broker name	CADARET, GRANT & CO. INC.

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

Policy contract number

58453

Policy instance

Insurance contract or identification number	58453
Number of Individuals Covered	122
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $13,362
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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 $13,362
Insurance broker organization code?	3
Insurance broker name	CADARET, GRANT & CO. INC.

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

Policy contract number

58453

Policy instance

Insurance contract or identification number	58453
Number of Individuals Covered	114
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $11,516
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
Contracts With Unallocated Funds Deposit Administration	0
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

58453

Policy instance

Insurance contract or identification number	58453
Number of Individuals Covered	119
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $8,781
Total amount of fees paid to insurance company	USD $46
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,781
Amount paid for insurance broker fees	46
Additional information about fees paid to insurance broker	REDEMPTION FEES
Insurance broker organization code?	3
Insurance broker name	CADARET, GRANT & CO. INC.

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Company Name:	THE STUDER GROUP, LLC
Employer identification number (EIN):	593691553
NAIC Classification:	541600

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	2011077