401k Plan data: LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN plan

LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 401k Plan overview

Plan Name	LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN
Plan identification number	001

LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LEXIPOL, LLC has sponsored the creation of one or more 401k plans.

Company Name: LEXIPOL, LLC

Employer identification number (EIN): 710934113

NAIC Classification: 541190

Additional information about LEXIPOL, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4838401

More information about LEXIPOL, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN

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
001 2016-01-01 LISA MINSKY 2017-07-19
001 2015-01-01
001 2014-01-01 LISA MINSKY 2015-10-01
001 2013-01-01 LISA MINSKY 2014-06-06
001 2012-01-01 LISA MINSKY 2013-07-25
001 2011-01-01 LISA MINSKY 2012-05-08

Plan Statistics for LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN

401k plan membership statisitcs for LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN

Measure Date Value
2022: LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 447
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 454
Number of retired or separated participants receiving benefits 2022-01-01 9
Number of other retired or separated participants entitled to future benefits 2022-01-01 111
Total of all active and inactive participants 2022-01-01 574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 575
Number of participants with account balances 2022-01-01 548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 45
2021: LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 430
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 335
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 68
Total of all active and inactive participants 2021-01-01 412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 412
Number of participants with account balances 2021-01-01 361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 38
2020: LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 350
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 330
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 95
Total of all active and inactive participants 2020-01-01 430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 430
Number of participants with account balances 2020-01-01 375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 31
2019: LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 186
Number of retired or separated participants receiving benefits 2019-01-01 6
Number of other retired or separated participants entitled to future benefits 2019-01-01 29
Total of all active and inactive participants 2019-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 221
Number of participants with account balances 2019-01-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 14
2018: LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 167
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 29
Total of all active and inactive participants 2018-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 199
Number of participants with account balances 2018-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 19
2017: LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 162
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 19
Total of all active and inactive participants 2017-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 181
Number of participants with account balances 2017-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 12

Measure	Date	Value
2022: LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	447
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	454
Number of retired or separated participants receiving benefits	2022-01-01	9
Number of other retired or separated participants entitled to future benefits	2022-01-01	111
Total of all active and inactive participants	2022-01-01	574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	575
Number of participants with account balances	2022-01-01	548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	45
2021: LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	430
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	335
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	68
Total of all active and inactive participants	2021-01-01	412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	412
Number of participants with account balances	2021-01-01	361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	38
2020: LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	350
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	330
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	95
Total of all active and inactive participants	2020-01-01	430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	430
Number of participants with account balances	2020-01-01	375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	31
2019: LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	186
Number of retired or separated participants receiving benefits	2019-01-01	6
Number of other retired or separated participants entitled to future benefits	2019-01-01	29
Total of all active and inactive participants	2019-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	221
Number of participants with account balances	2019-01-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	14
2018: LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	167
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	29
Total of all active and inactive participants	2018-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	199
Number of participants with account balances	2018-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	19
2017: LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	162
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	19
Total of all active and inactive participants	2017-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	181
Number of participants with account balances	2017-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	12

Financial Data on LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN

Measure	Date	Value
2022 : LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	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
Total income from all sources (including contributions)	2022-12-31	$869,686
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,020,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,961,715
Expenses. Certain deemed distributions of participant loans	2022-12-31	$43,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,827,415
Value of total assets at end of year	2022-12-31	$16,734,075
Value of total assets at beginning of year	2022-12-31	$17,885,082
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$15,056
Total interest from all sources	2022-12-31	$13,858
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$87
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	$87
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$2,643,157
Participant contributions at end of year	2022-12-31	$229,917
Participant contributions at beginning of year	2022-12-31	$206,247
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$318,581
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
Value of net income/loss	2022-12-31	$-1,151,007
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,734,075
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$17,885,082
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$17,245,630
Value of interest in pooled separate accounts at end of year	2022-12-31	$15,788,142
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$9,022
Interest earned on other investments	2022-12-31	$4,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$506,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$223,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,971,674
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	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$865,677
Employer contributions (assets) at end of year	2022-12-31	$210,000
Employer contributions (assets) at beginning of year	2022-12-31	$210,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,961,715
Contract administrator fees	2022-12-31	$15,056
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
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LUTZ & COMPANY, P.C.
Accountancy firm EIN	2022-12-31	470625816
2021 : LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	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
Total income from all sources (including contributions)	2021-12-31	$5,003,908
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,359,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,257,005
Expenses. Certain deemed distributions of participant loans	2021-12-31	$90,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,893,129
Value of total assets at end of year	2021-12-31	$17,885,082
Value of total assets at beginning of year	2021-12-31	$15,241,130
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$12,085
Total interest from all sources	2021-12-31	$17,325
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,792
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	$2,792
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,031,993
Participant contributions at end of year	2021-12-31	$206,247
Participant contributions at beginning of year	2021-12-31	$268,939
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$180,395
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
Value of net income/loss	2021-12-31	$2,643,952
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$17,885,082
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,241,130
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$17,245,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$14,124,889
Interest on participant loans	2021-12-31	$12,894
Interest earned on other investments	2021-12-31	$4,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$223,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$637,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,090,662
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	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$680,741
Employer contributions (assets) at end of year	2021-12-31	$210,000
Employer contributions (assets) at beginning of year	2021-12-31	$210,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,257,005
Contract administrator fees	2021-12-31	$12,085
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
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LUTZ & COMPANY, P.C.
Accountancy firm EIN	2021-12-31	470625816
2020 : LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$3,431,454
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	$4,639,252
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,508,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,502,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,877,845
Value of total assets at end of year	2020-12-31	$15,241,130
Value of total assets at beginning of year	2020-12-31	$8,679,413
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$6,190
Total interest from all sources	2020-12-31	$12,478
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,772,708
Participant contributions at end of year	2020-12-31	$268,939
Participant contributions at beginning of year	2020-12-31	$156,638
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$373,119
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$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	2020-12-31	No
Income. Non cash contributions	2020-12-31	$210,000
Value of net income/loss	2020-12-31	$3,130,263
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,241,130
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,679,413
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	$14,124,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,224,257
Interest on participant loans	2020-12-31	$8,457
Interest earned on other investments	2020-12-31	$4,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$637,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$298,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,748,929
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	$522,018
Employer contributions (assets) at end of year	2020-12-31	$210,000
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,502,799
Contract administrator fees	2020-12-31	$6,190
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LUTZ & COMPANY, P.C.
Accountancy firm EIN	2020-12-31	470625816
2019 : LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,042,791
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$667,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$662,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,561,001
Value of total assets at end of year	2019-12-31	$8,679,413
Value of total assets at beginning of year	2019-12-31	$6,304,172
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,380
Total interest from all sources	2019-12-31	$8,198
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$300,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,187,179
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$48,440
Assets. Loans (other than to participants) at end of year	2019-12-31	$156,638
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$65,855
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	$2,375,241
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,679,413
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,304,172
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,224,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,843,668
Interest on participant loans	2019-12-31	$6,671
Interest earned on other investments	2019-12-31	$1,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$298,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$394,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,473,592
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	$325,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$662,170
Contract administrator fees	2019-12-31	$5,380
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
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	LUTZ & COMPANY, P.C.
Accountancy firm EIN	2019-12-31	470625816
2018 : LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$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	$1,488,714
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$422,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$418,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,881,978
Value of total assets at end of year	2018-12-31	$6,304,172
Value of total assets at beginning of year	2018-12-31	$5,238,012
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,930
Total interest from all sources	2018-12-31	$1,649
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,185,107
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$374,528
Assets. Loans (other than to participants) at end of year	2018-12-31	$65,855
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$33,280
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	$1,066,160
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,304,172
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,238,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,843,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,789,393
Interest on participant loans	2018-12-31	$1,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$394,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$415,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-394,913
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	$322,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$418,624
Contract administrator fees	2018-12-31	$3,930
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BDO USA, LLP
Accountancy firm EIN	2018-12-31	135381590
2017 : LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$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	$2,206,492
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$270,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$268,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,572,734
Value of total assets at end of year	2017-12-31	$5,238,012
Value of total assets at beginning of year	2017-12-31	$3,302,067
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,510
Total interest from all sources	2017-12-31	$616
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$3,816
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	$3,816
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$990,004
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$337,005
Assets. Loans (other than to participants) at end of year	2017-12-31	$33,280
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$3,504
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	$1,935,945
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,238,012
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,302,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,789,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,933,410
Interest on participant loans	2017-12-31	$616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$415,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$365,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$629,326
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	$245,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$268,037
Contract administrator fees	2017-12-31	$2,510
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BDO USA, LLP
Accountancy firm EIN	2017-12-31	135381590

Form 5500 Responses for LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN

2022: LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 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: LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 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: LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – 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: LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LEXIPOL COMPANY RETIREMENT READINESS 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

814621

Policy instance

Insurance contract or identification number	814621
Number of Individuals Covered	552
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

814621

Policy instance

Insurance contract or identification number	814621
Number of Individuals Covered	361
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

814621

Policy instance

Insurance contract or identification number	814621
Number of Individuals Covered	380
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 $5,477
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
Amount paid for insurance broker fees	5477
Additional information about fees paid to insurance broker	THIRD PARTY ALLOWANCE
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

814621

Policy instance

Insurance contract or identification number	814621
Number of Individuals Covered	208
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 $3,566
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	3566
Additional information about fees paid to insurance broker	THIRD PARTY ALLOWANCE
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

814621

Policy instance

Insurance contract or identification number	814621
Number of Individuals Covered	185
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $2,229
Total amount of fees paid to insurance company	USD $2,950
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	2950
Additional information about fees paid to insurance broker	THIRD PARTY ALLOWANCE
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

814621

Policy instance

Insurance contract or identification number	814621
Number of Individuals Covered	167
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $10,688
Total amount of fees paid to insurance company	USD $3,198
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 $10,688
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	GOLDLEAF PARTNERS

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See full terms and conditions

Company Name:	LEXIPOL, LLC
Employer identification number (EIN):	710934113
NAIC Classification:	541190

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4838401