401k Plan data: LULA-WESTFIELD, L.L.C. SAVINGS PLAN plan

LULA-WESTFIELD, L.L.C. SAVINGS PLAN 401k Plan overview

Plan Name	LULA-WESTFIELD, L.L.C. SAVINGS PLAN
Plan identification number	001

LULA-WESTFIELD, L.L.C. SAVINGS 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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

LULA-WESTFIELD, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: LULA-WESTFIELD, L.L.C.

Employer identification number (EIN): 721353056

NAIC Classification: 111900
NAIC Description: Other Crop Farming

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LULA-WESTFIELD, L.L.C. SAVINGS 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 BRENT BLANCHARD BRENT BLANCHARD 2018-10-10
001 2016-01-01 BRENT P. BLANCHARD BRENT P. BLANCHARD 2017-09-26
001 2015-01-01 BRENT P. BLANCHARRD BRENT P. BLANCHARD 2016-09-19
001 2014-01-01 BRENT P. BLANCHARD BRENT P. BLANCHARD 2015-10-05
001 2013-01-01 BRENT BLANCHARD
001 2012-01-01 BRENT BLANCHARD BRENT BLANCHARD 2013-10-09
001 2011-01-01 BRENT P. BLANCHARD
001 2010-01-01 BRENT BLANCHARD
001 2009-01-01 BRENT P. BLANCHARD

Plan id#	Filing Submission Date	Name of Administrator	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	BRENT BLANCHARD	BRENT BLANCHARD	2018-10-10
001	2016-01-01	BRENT P. BLANCHARD	BRENT P. BLANCHARD	2017-09-26
001	2015-01-01	BRENT P. BLANCHARRD	BRENT P. BLANCHARD	2016-09-19
001	2014-01-01	BRENT P. BLANCHARD	BRENT P. BLANCHARD	2015-10-05
001	2013-01-01	BRENT BLANCHARD
001	2012-01-01	BRENT BLANCHARD	BRENT BLANCHARD	2013-10-09
001	2011-01-01	BRENT P. BLANCHARD
001	2010-01-01	BRENT BLANCHARD
001	2009-01-01	BRENT P. BLANCHARD

Plan Statistics for LULA-WESTFIELD, L.L.C. SAVINGS PLAN

401k plan membership statisitcs for LULA-WESTFIELD, L.L.C. SAVINGS PLAN

Measure Date Value
2022: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 150
Number of retired or separated participants receiving benefits 2022-01-01 11
Number of other retired or separated participants entitled to future benefits 2022-01-01 21
Total of all active and inactive participants 2022-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 182
Number of participants with account balances 2022-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 216
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 129
Number of retired or separated participants receiving benefits 2021-01-01 13
Number of other retired or separated participants entitled to future benefits 2021-01-01 27
Total of all active and inactive participants 2021-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 169
Number of participants with account balances 2021-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 170
Number of retired or separated participants receiving benefits 2020-01-01 12
Number of other retired or separated participants entitled to future benefits 2020-01-01 22
Total of all active and inactive participants 2020-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 204
Number of participants with account balances 2020-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 216
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 146
Number of retired or separated participants receiving benefits 2019-01-01 12
Number of other retired or separated participants entitled to future benefits 2019-01-01 22
Total of all active and inactive participants 2019-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 180
Number of participants with account balances 2019-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 122
Number of retired or separated participants receiving benefits 2018-01-01 8
Number of other retired or separated participants entitled to future benefits 2018-01-01 27
Total of all active and inactive participants 2018-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 158
Number of participants with account balances 2018-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 134
Number of retired or separated participants receiving benefits 2017-01-01 6
Number of other retired or separated participants entitled to future benefits 2017-01-01 20
Total of all active and inactive participants 2017-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 161
Number of participants with account balances 2017-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 134
Number of retired or separated participants receiving benefits 2016-01-01 7
Number of other retired or separated participants entitled to future benefits 2016-01-01 25
Total of all active and inactive participants 2016-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 167
Number of participants with account balances 2016-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 133
Number of retired or separated participants receiving benefits 2015-01-01 7
Number of other retired or separated participants entitled to future benefits 2015-01-01 22
Total of all active and inactive participants 2015-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 162
Number of participants with account balances 2015-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 124
Number of retired or separated participants receiving benefits 2014-01-01 7
Number of other retired or separated participants entitled to future benefits 2014-01-01 22
Total of all active and inactive participants 2014-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 153
Number of participants with account balances 2014-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 138
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 43
Total of all active and inactive participants 2013-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 186
Number of participants with account balances 2013-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 109
Number of retired or separated participants receiving benefits 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 40
Total of all active and inactive participants 2012-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 154
Number of participants with account balances 2012-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 110
Number of retired or separated participants receiving benefits 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 36
Total of all active and inactive participants 2011-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 153
Number of participants with account balances 2011-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2010: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 108
Number of retired or separated participants receiving benefits 2010-01-01 6
Number of other retired or separated participants entitled to future benefits 2010-01-01 57
Total of all active and inactive participants 2010-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 173
Number of participants with account balances 2010-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 9
2009: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 111
Number of retired or separated participants receiving benefits 2009-01-01 8
Number of other retired or separated participants entitled to future benefits 2009-01-01 62
Total of all active and inactive participants 2009-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 181
Number of participants with account balances 2009-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2022: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	150
Number of retired or separated participants receiving benefits	2022-01-01	11
Number of other retired or separated participants entitled to future benefits	2022-01-01	21
Total of all active and inactive participants	2022-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	182
Number of participants with account balances	2022-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	216
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	129
Number of retired or separated participants receiving benefits	2021-01-01	13
Number of other retired or separated participants entitled to future benefits	2021-01-01	27
Total of all active and inactive participants	2021-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	169
Number of participants with account balances	2021-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	170
Number of retired or separated participants receiving benefits	2020-01-01	12
Number of other retired or separated participants entitled to future benefits	2020-01-01	22
Total of all active and inactive participants	2020-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	204
Number of participants with account balances	2020-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	216
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	146
Number of retired or separated participants receiving benefits	2019-01-01	12
Number of other retired or separated participants entitled to future benefits	2019-01-01	22
Total of all active and inactive participants	2019-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	180
Number of participants with account balances	2019-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	122
Number of retired or separated participants receiving benefits	2018-01-01	8
Number of other retired or separated participants entitled to future benefits	2018-01-01	27
Total of all active and inactive participants	2018-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	158
Number of participants with account balances	2018-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	134
Number of retired or separated participants receiving benefits	2017-01-01	6
Number of other retired or separated participants entitled to future benefits	2017-01-01	20
Total of all active and inactive participants	2017-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	161
Number of participants with account balances	2017-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	134
Number of retired or separated participants receiving benefits	2016-01-01	7
Number of other retired or separated participants entitled to future benefits	2016-01-01	25
Total of all active and inactive participants	2016-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	167
Number of participants with account balances	2016-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	133
Number of retired or separated participants receiving benefits	2015-01-01	7
Number of other retired or separated participants entitled to future benefits	2015-01-01	22
Total of all active and inactive participants	2015-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	162
Number of participants with account balances	2015-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	124
Number of retired or separated participants receiving benefits	2014-01-01	7
Number of other retired or separated participants entitled to future benefits	2014-01-01	22
Total of all active and inactive participants	2014-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	153
Number of participants with account balances	2014-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	138
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	43
Total of all active and inactive participants	2013-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	186
Number of participants with account balances	2013-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	109
Number of retired or separated participants receiving benefits	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	40
Total of all active and inactive participants	2012-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	154
Number of participants with account balances	2012-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	110
Number of retired or separated participants receiving benefits	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	36
Total of all active and inactive participants	2011-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	153
Number of participants with account balances	2011-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2010: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	108
Number of retired or separated participants receiving benefits	2010-01-01	6
Number of other retired or separated participants entitled to future benefits	2010-01-01	57
Total of all active and inactive participants	2010-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	173
Number of participants with account balances	2010-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	9
2009: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	111
Number of retired or separated participants receiving benefits	2009-01-01	8
Number of other retired or separated participants entitled to future benefits	2009-01-01	62
Total of all active and inactive participants	2009-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	181
Number of participants with account balances	2009-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on LULA-WESTFIELD, L.L.C. SAVINGS PLAN

Measure	Date	Value
2022 : LULA-WESTFIELD, L.L.C. SAVINGS 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	$-1,208,809
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,408,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,378,425
Expenses. Certain deemed distributions of participant loans	2022-12-31	$30,454
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$926,043
Value of total assets at end of year	2022-12-31	$14,211,991
Value of total assets at beginning of year	2022-12-31	$16,829,679
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$0
Total interest from all sources	2022-12-31	$13,621
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$612,625
Participant contributions at end of year	2022-12-31	$320,019
Participant contributions at beginning of year	2022-12-31	$284,614
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$27,812
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$8,417
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	$-2,617,688
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$14,211,991
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$16,829,679
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	$10,070,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$13,003,795
Interest on participant loans	2022-12-31	$13,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$7,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$7,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$7,625
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$84
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,813,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,525,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,148,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$285,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,378,425
Contract administrator fees	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	DUPLANTIER, HRAPMAN, HOGAN, & MAHER
Accountancy firm EIN	2022-12-31	720567396
2021 : LULA-WESTFIELD, L.L.C. SAVINGS 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	$2,774,350
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,081,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,080,489
Expenses. Certain deemed distributions of participant loans	2021-12-31	$1,411
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,009,025
Value of total assets at end of year	2021-12-31	$16,829,679
Value of total assets at beginning of year	2021-12-31	$17,137,229
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$13,235
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
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	$699,584
Participant contributions at end of year	2021-12-31	$284,614
Participant contributions at beginning of year	2021-12-31	$289,565
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$8,417
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	$-307,550
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$16,829,679
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$17,137,229
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	$13,003,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$13,131,669
Interest on participant loans	2021-12-31	$13,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$7,625
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$7,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$7,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$-29
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,525,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$3,708,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,752,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$309,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,080,489
Contract administrator fees	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	DUPLANTIER, HRAPMAN, HOGAN & MAHER
Accountancy firm EIN	2021-12-31	720567396
2020 : LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
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	$2,834,504
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$725,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$724,783
Expenses. Certain deemed distributions of participant loans	2020-12-31	$1,110
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$891,254
Value of total assets at end of year	2020-12-31	$17,137,229
Value of total assets at beginning of year	2020-12-31	$15,028,618
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$13,597
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	$625,257
Participant contributions at end of year	2020-12-31	$289,565
Participant contributions at beginning of year	2020-12-31	$259,644
Income. Received or receivable in cash from other sources (including rollovers)	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
Value of net income/loss	2020-12-31	$2,108,611
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$17,137,229
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$15,028,618
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	$13,131,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,931,403
Interest on participant loans	2020-12-31	$13,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$7,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$7,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$7,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$-1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3,708,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$3,829,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,929,653
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	$265,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$724,783
Contract administrator fees	2020-12-31	$0
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	Unqualified
Accountancy firm name	2020-12-31	DUPLANTIER, HRAPMAN, HOGA & MAHER,
Accountancy firm EIN	2020-12-31	720567396
2019 : LULA-WESTFIELD, L.L.C. SAVINGS 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	$3,333,629
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$823,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$815,485
Expenses. Certain deemed distributions of participant loans	2019-12-31	$8,149
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$896,313
Value of total assets at end of year	2019-12-31	$15,028,618
Value of total assets at beginning of year	2019-12-31	$12,518,623
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$14,506
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	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
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	$627,808
Participant contributions at end of year	2019-12-31	$259,644
Participant contributions at beginning of year	2019-12-31	$252,971
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	$2,509,995
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,028,618
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,518,623
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	$10,931,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,746,777
Interest on participant loans	2019-12-31	$14,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$7,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$43
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,829,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,518,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,422,810
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	$268,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$815,485
Contract administrator fees	2019-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
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	DUPLANTIER, HRAPMAN, HOGAN & MAHER,
Accountancy firm EIN	2019-12-31	720567396
2018 : LULA-WESTFIELD, L.L.C. SAVINGS 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	$400,771
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,043,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,039,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$935,808
Value of total assets at end of year	2018-12-31	$12,518,623
Value of total assets at beginning of year	2018-12-31	$13,160,991
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,200
Total interest from all sources	2018-12-31	$110,686
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	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$623,422
Participant contributions at end of year	2018-12-31	$252,971
Participant contributions at beginning of year	2018-12-31	$226,511
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$44,206
Other income not declared elsewhere	2018-12-31	$563
Administrative expenses (other) incurred	2018-12-31	$3,200
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	$-642,368
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,518,623
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$13,160,991
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	$8,746,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,558,490
Interest on participant loans	2018-12-31	$12,686
Interest earned on other investments	2018-12-31	$98,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,518,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,375,990
Net investment gain/loss from pooled separate accounts	2018-12-31	$-646,286
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	$268,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,039,939
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	DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN	2018-12-31	720567396
2017 : LULA-WESTFIELD, L.L.C. SAVINGS 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	$2,391,756
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,500,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,496,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$892,609
Value of total assets at end of year	2017-12-31	$13,160,991
Value of total assets at beginning of year	2017-12-31	$12,269,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,250
Total interest from all sources	2017-12-31	$113,535
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$617,292
Participant contributions at end of year	2017-12-31	$226,511
Participant contributions at beginning of year	2017-12-31	$250,052
Other income not declared elsewhere	2017-12-31	$18
Administrative expenses (other) incurred	2017-12-31	$3,250
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	$891,540
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$13,160,991
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,269,451
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	$9,558,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,335,356
Interest on participant loans	2017-12-31	$10,551
Interest earned on other investments	2017-12-31	$102,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,375,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,684,043
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,385,594
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	$275,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,496,966
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	DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN	2017-12-31	720567396
2016 : LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,501,919
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$433,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$430,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$782,070
Value of total assets at end of year	2016-12-31	$12,269,451
Value of total assets at beginning of year	2016-12-31	$11,200,872
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,500
Total interest from all sources	2016-12-31	$119,060
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$541,953
Participant contributions at end of year	2016-12-31	$250,052
Participant contributions at beginning of year	2016-12-31	$289,542
Other income not declared elsewhere	2016-12-31	$226
Administrative expenses (other) incurred	2016-12-31	$2,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,068,579
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$12,269,451
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,200,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,335,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,276,265
Interest on participant loans	2016-12-31	$11,967
Interest earned on other investments	2016-12-31	$107,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,684,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$3,635,065
Net investment gain/loss from pooled separate accounts	2016-12-31	$600,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$240,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$430,840
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN	2016-12-31	720567396
2015 : LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$767,774
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,074,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,071,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$774,711
Value of total assets at end of year	2015-12-31	$11,200,872
Value of total assets at beginning of year	2015-12-31	$11,507,209
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,650
Total interest from all sources	2015-12-31	$123,006
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	$522,721
Participant contributions at end of year	2015-12-31	$289,542
Participant contributions at beginning of year	2015-12-31	$298,318
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$14,237
Other income not declared elsewhere	2015-12-31	$112
Administrative expenses (other) incurred	2015-12-31	$2,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-306,337
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$11,200,872
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$11,507,209
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	$7,276,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,434,461
Interest on participant loans	2015-12-31	$13,537
Interest earned on other investments	2015-12-31	$109,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,635,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$3,774,430
Net investment gain/loss from pooled separate accounts	2015-12-31	$-130,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$237,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,071,461
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	DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN	2015-12-31	720567396
2014 : LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,297,560
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$659,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$655,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$716,326
Value of total assets at end of year	2014-12-31	$11,507,209
Value of total assets at beginning of year	2014-12-31	$10,869,089
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,850
Total interest from all sources	2014-12-31	$124,591
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	$488,197
Participant contributions at end of year	2014-12-31	$298,318
Participant contributions at beginning of year	2014-12-31	$295,680
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$2,868
Other income not declared elsewhere	2014-12-31	$11
Administrative expenses (other) incurred	2014-12-31	$3,850
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	$638,120
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$11,507,209
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$10,869,089
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	$7,434,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,725,174
Interest on participant loans	2014-12-31	$12,369
Interest earned on other investments	2014-12-31	$112,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$3,774,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$3,848,235
Net investment gain/loss from pooled separate accounts	2014-12-31	$456,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$225,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$655,590
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	DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN	2014-12-31	720567396
2013 : LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,056,837
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$368,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$365,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$748,578
Value of total assets at end of year	2013-12-31	$10,869,089
Value of total assets at beginning of year	2013-12-31	$9,180,939
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,225
Total interest from all sources	2013-12-31	$124,718
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
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$515,704
Participant contributions at end of year	2013-12-31	$295,680
Participant contributions at beginning of year	2013-12-31	$277,642
Other income not declared elsewhere	2013-12-31	$85
Administrative expenses (other) incurred	2013-12-31	$3,225
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	$1,688,150
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$10,869,089
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,180,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$6,725,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,195,247
Interest on participant loans	2013-12-31	$12,501
Interest earned on other investments	2013-12-31	$112,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$3,848,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$3,708,050
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,183,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$232,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$365,462
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	DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN	2013-12-31	720567396
2012 : LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,562,725
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$757,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$755,603
Value of total corrective distributions	2012-12-31	$571
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$825,916
Value of total assets at end of year	2012-12-31	$9,180,939
Value of total assets at beginning of year	2012-12-31	$8,375,813
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,425
Total interest from all sources	2012-12-31	$126,900
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$0
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
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$567,499
Participant contributions at end of year	2012-12-31	$277,642
Participant contributions at beginning of year	2012-12-31	$278,397
Other income not declared elsewhere	2012-12-31	$30
Administrative expenses (other) incurred	2012-12-31	$1,425
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	$805,126
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,180,939
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$8,375,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,195,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,957,230
Interest on participant loans	2012-12-31	$11,944
Interest earned on other investments	2012-12-31	$114,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$3,708,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$4,140,186
Net investment gain/loss from pooled separate accounts	2012-12-31	$609,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$258,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$755,603
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	DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN	2012-12-31	720567396
2011 : LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$712,952
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$362,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$357,191
Value of total corrective distributions	2011-12-31	$3,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$665,804
Value of total assets at end of year	2011-12-31	$8,375,813
Value of total assets at beginning of year	2011-12-31	$8,025,015
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,575
Total interest from all sources	2011-12-31	$154,291
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$481,924
Participant contributions at end of year	2011-12-31	$278,397
Participant contributions at beginning of year	2011-12-31	$235,368
Other income not declared elsewhere	2011-12-31	$2
Administrative expenses (other) incurred	2011-12-31	$1,575
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	$350,798
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$8,375,813
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,025,015
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,957,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,752,156
Interest on participant loans	2011-12-31	$11,367
Interest earned on other investments	2011-12-31	$142,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$4,140,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$4,037,491
Net investment gain/loss from pooled separate accounts	2011-12-31	$-107,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$183,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$357,191
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	DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN	2011-12-31	720567396
2010 : LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,195,545
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$759,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$745,246
Value of total corrective distributions	2010-12-31	$12,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$575,134
Value of total assets at end of year	2010-12-31	$8,025,015
Value of total assets at beginning of year	2010-12-31	$7,589,021
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,150
Total interest from all sources	2010-12-31	$157,566
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$455,865
Participant contributions at end of year	2010-12-31	$235,368
Participant contributions at beginning of year	2010-12-31	$314,735
Other income not declared elsewhere	2010-12-31	$80
Administrative expenses (other) incurred	2010-12-31	$2,150
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	$435,994
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,025,015
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,589,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,752,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,050,250
Interest on participant loans	2010-12-31	$15,299
Interest earned on other investments	2010-12-31	$142,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$4,037,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$4,224,036
Net investment gain/loss from pooled separate accounts	2010-12-31	$462,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$119,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$745,246
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	DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN	2010-12-31	720567396

Form 5500 Responses for LULA-WESTFIELD, L.L.C. SAVINGS PLAN

2022: LULA-WESTFIELD, L.L.C. SAVINGS 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: LULA-WESTFIELD, L.L.C. SAVINGS 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: LULA-WESTFIELD, L.L.C. SAVINGS 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: LULA-WESTFIELD, L.L.C. SAVINGS 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: LULA-WESTFIELD, L.L.C. SAVINGS 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: LULA-WESTFIELD, L.L.C. SAVINGS 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
2016: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
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: LULA-WESTFIELD, L.L.C. SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-LN7C

Policy instance

Insurance contract or identification number	GAP-CP-LN7C
Number of Individuals Covered	130
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-LN7C

Policy instance

Insurance contract or identification number	GAP-CP-LN7C
Number of Individuals Covered	137
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-LN7C

Policy instance

Insurance contract or identification number	GAP-CP-LN7C
Number of Individuals Covered	136
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-LN7C

Policy instance

Insurance contract or identification number	GAP-CP-LN7C
Number of Individuals Covered	132
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	3

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

Policy contract number

ZH9104

Policy instance

Insurance contract or identification number	ZH9104
Number of Individuals Covered	161
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $24,736
Total amount of fees paid to insurance company	USD $0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $24,736
Insurance broker organization code?	3
Insurance broker name	RAYMOND JAMES INSURANCE GROUP, INC.

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

Policy contract number

ZH9104

Policy instance

Insurance contract or identification number	ZH9104
Number of Individuals Covered	162
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $22,484
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22,484
Insurance broker organization code?	3
Insurance broker name	RAYMOND JAMES INSURANCE GROUP, INC.

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

Policy contract number

ZH9104

Policy instance

Insurance contract or identification number	ZH9104
Number of Individuals Covered	153
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $21,530
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,530
Insurance broker organization code?	3
Insurance broker name	PLANNING CORPORATION OF AMERICA

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

Policy contract number

ZH9104

Policy instance

Insurance contract or identification number	ZH9104
Number of Individuals Covered	186
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $19,268
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,263
Insurance broker organization code?	3
Insurance broker name	MORGAN KEEGAN AND COMPANY INC

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

Policy contract number

ZH9104

Policy instance

Insurance contract or identification number	ZH9104
Number of Individuals Covered	154
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $17,019
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,019
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	MORGAN KEEGAN AND COMPANY INC

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

Policy contract number

ZH9104

Policy instance

Insurance contract or identification number	ZH9104
Number of Individuals Covered	153
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $8,712
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

ZH9104

Policy instance

Insurance contract or identification number	ZH9104
Number of Individuals Covered	173
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $7,278
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	LULA-WESTFIELD, L.L.C.
Employer identification number (EIN):	721353056
NAIC Classification:	111900
NAIC Description:	Other Crop Farming