401k Plan data: EASTSIDE MANAGEMENT CO., INC. 401K P/S PLAN plan

EASTSIDE MANAGEMENT CO., INC. 401K P/S PLAN 401k Plan overview

Plan Name	EASTSIDE MANAGEMENT CO., INC. 401K P/S PLAN
Plan identification number	001

EASTSIDE MANAGEMENT CO., INC. 401K P/S 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EASTSIDE MANAGEMENT CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: EASTSIDE MANAGEMENT CO., INC.

Employer identification number (EIN): 770435253

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EASTSIDE MANAGEMENT CO., INC. 401K P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-08-01 MICAH ZEFF 2023-05-05 STEVEN ZEFF 2023-05-05
001 2020-08-01 STEVEN ZEFF 2022-05-11 STEVEN ZEFF 2022-05-11
001 2019-08-01
001 2018-08-01 STEVEN ZEFF 2020-04-06
001 2017-08-01 STEVEN ZEFF 2019-05-06 STEVEN ZEFF 2019-05-06
001 2016-08-01 STEVEN ZEFF 2017-12-21
001 2015-08-01 STEVEN ZEFF 2017-02-16
001 2014-08-01 STEVEN ZEFF 2016-01-27
001 2013-08-01 STEVEN ZEFF 2015-02-12
001 2012-08-01 STEVE ZEFF 2014-01-08
001 2011-09-01 STEVE ZEFF 2013-02-11
001 2010-09-01 STEVE ZEFF 2012-06-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-08-01	MICAH ZEFF	2023-05-05	STEVEN ZEFF	2023-05-05
001	2020-08-01	STEVEN ZEFF	2022-05-11	STEVEN ZEFF	2022-05-11
001	2019-08-01
001	2018-08-01	STEVEN ZEFF	2020-04-06
001	2017-08-01	STEVEN ZEFF	2019-05-06	STEVEN ZEFF	2019-05-06
001	2016-08-01	STEVEN ZEFF	2017-12-21
001	2015-08-01	STEVEN ZEFF	2017-02-16
001	2014-08-01	STEVEN ZEFF	2016-01-27
001	2013-08-01	STEVEN ZEFF	2015-02-12
001	2012-08-01	STEVE ZEFF	2014-01-08
001	2011-09-01	STEVE ZEFF	2013-02-11
001	2010-09-01	STEVE ZEFF	2012-06-13

Plan Statistics for EASTSIDE MANAGEMENT CO., INC. 401K P/S PLAN

401k plan membership statisitcs for EASTSIDE MANAGEMENT CO., INC. 401K P/S PLAN

Measure Date Value
2021: EASTSIDE MANAGEMENT CO., INC. 401K P/S PLAN 2021 401k membership
Total participants, beginning-of-year 2021-08-01 118
Total number of active participants reported on line 7a of the Form 5500 2021-08-01 98
Number of retired or separated participants receiving benefits 2021-08-01 0
Number of other retired or separated participants entitled to future benefits 2021-08-01 3
Total of all active and inactive participants 2021-08-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-08-01 0
Total participants 2021-08-01 101
Number of participants with account balances 2021-08-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-08-01 0
2020: EASTSIDE MANAGEMENT CO., INC. 401K P/S PLAN 2020 401k membership
Total participants, beginning-of-year 2020-08-01 113
Total number of active participants reported on line 7a of the Form 5500 2020-08-01 93
Number of retired or separated participants receiving benefits 2020-08-01 0
Number of other retired or separated participants entitled to future benefits 2020-08-01 5
Total of all active and inactive participants 2020-08-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-08-01 0
Total participants 2020-08-01 98
Number of participants with account balances 2020-08-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-08-01 0
2019: EASTSIDE MANAGEMENT CO., INC. 401K P/S PLAN 2019 401k membership
Total participants, beginning-of-year 2019-08-01 123
Total number of active participants reported on line 7a of the Form 5500 2019-08-01 109
Number of retired or separated participants receiving benefits 2019-08-01 0
Number of other retired or separated participants entitled to future benefits 2019-08-01 4
Total of all active and inactive participants 2019-08-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-08-01 0
Total participants 2019-08-01 113
Number of participants with account balances 2019-08-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-08-01 0

Measure	Date	Value
2021: EASTSIDE MANAGEMENT CO., INC. 401K P/S PLAN 2021 401k membership
Total participants, beginning-of-year	2021-08-01	118
Total number of active participants reported on line 7a of the Form 5500	2021-08-01	98
Number of retired or separated participants receiving benefits	2021-08-01	0
Number of other retired or separated participants entitled to future benefits	2021-08-01	3
Total of all active and inactive participants	2021-08-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-08-01	0
Total participants	2021-08-01	101
Number of participants with account balances	2021-08-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-08-01	0
2020: EASTSIDE MANAGEMENT CO., INC. 401K P/S PLAN 2020 401k membership
Total participants, beginning-of-year	2020-08-01	113
Total number of active participants reported on line 7a of the Form 5500	2020-08-01	93
Number of retired or separated participants receiving benefits	2020-08-01	0
Number of other retired or separated participants entitled to future benefits	2020-08-01	5
Total of all active and inactive participants	2020-08-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-08-01	0
Total participants	2020-08-01	98
Number of participants with account balances	2020-08-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-08-01	0
2019: EASTSIDE MANAGEMENT CO., INC. 401K P/S PLAN 2019 401k membership
Total participants, beginning-of-year	2019-08-01	123
Total number of active participants reported on line 7a of the Form 5500	2019-08-01	109
Number of retired or separated participants receiving benefits	2019-08-01	0
Number of other retired or separated participants entitled to future benefits	2019-08-01	4
Total of all active and inactive participants	2019-08-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-08-01	0
Total participants	2019-08-01	113
Number of participants with account balances	2019-08-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-08-01	0

Financial Data on EASTSIDE MANAGEMENT CO., INC. 401K P/S PLAN

Measure	Date	Value
2022 : EASTSIDE MANAGEMENT CO., INC. 401K P/S PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-07-31	$-45,412
Total of all expenses incurred	2022-07-31	$208,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-07-31	$184,304
Expenses. Certain deemed distributions of participant loans	2022-07-31	$7,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-07-31	$354,102
Value of total assets at end of year	2022-07-31	$3,468,116
Value of total assets at beginning of year	2022-07-31	$3,722,275
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-07-31	$16,744
Total interest from all sources	2022-07-31	$5,290
Total dividends received (eg from common stock, registered investment company shares)	2022-07-31	$282,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-07-31	$282,364
Was this plan covered by a fidelity bond	2022-07-31	Yes
Value of fidelity bond cover	2022-07-31	$250,000
If this is an individual account plan, was there a blackout period	2022-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-07-31	No
Contributions received from participants	2022-07-31	$224,744
Participant contributions at end of year	2022-07-31	$80,754
Participant contributions at beginning of year	2022-07-31	$111,117
Participant contributions at end of year	2022-07-31	$3,234
Participant contributions at beginning of year	2022-07-31	$5,313
Other income not declared elsewhere	2022-07-31	$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	2022-07-31	No
Value of net income/loss	2022-07-31	$-254,159
Value of net assets at end of year (total assets less liabilities)	2022-07-31	$3,468,116
Value of net assets at beginning of year (total assets less liabilities)	2022-07-31	$3,722,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-07-31	No
Were any leases to which the plan was party in default or uncollectible	2022-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-07-31	$2,926,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-07-31	$3,191,632
Income. Interest from loans (other than to participants)	2022-07-31	$5,249
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-07-31	$41
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-07-31	$328,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-07-31	$311,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-07-31	$-687,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-07-31	No
Was there a failure to transmit to the plan any participant contributions	2022-07-31	No
Has the plan failed to provide any benefit when due under the plan	2022-07-31	No
Contributions received in cash from employer	2022-07-31	$129,358
Employer contributions (assets) at end of year	2022-07-31	$129,358
Employer contributions (assets) at beginning of year	2022-07-31	$102,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-07-31	$184,304
Contract administrator fees	2022-07-31	$16,744
Did the plan have assets held for investment	2022-07-31	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	2022-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-07-31	No
Opinion of an independent qualified public accountant for this plan	2022-07-31	Unqualified
Accountancy firm name	2022-07-31	PRIEST AMISTADI
Accountancy firm EIN	2022-07-31	942507389
2021 : EASTSIDE MANAGEMENT CO., INC. 401K P/S PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-07-31	$1,121,693
Total of all expenses incurred	2021-07-31	$116,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-07-31	$91,969
Expenses. Certain deemed distributions of participant loans	2021-07-31	$1,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-07-31	$283,075
Value of total assets at end of year	2021-07-31	$3,722,275
Value of total assets at beginning of year	2021-07-31	$2,717,554
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-07-31	$23,391
Total interest from all sources	2021-07-31	$4,684
Total dividends received (eg from common stock, registered investment company shares)	2021-07-31	$78,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-07-31	$78,221
Was this plan covered by a fidelity bond	2021-07-31	Yes
Value of fidelity bond cover	2021-07-31	$250,000
If this is an individual account plan, was there a blackout period	2021-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-07-31	No
Contributions received from participants	2021-07-31	$180,348
Participant contributions at end of year	2021-07-31	$111,117
Participant contributions at beginning of year	2021-07-31	$56,841
Participant contributions at end of year	2021-07-31	$5,313
Participant contributions at beginning of year	2021-07-31	$17,572
Other income not declared elsewhere	2021-07-31	$-1,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-07-31	No
Value of net income/loss	2021-07-31	$1,004,721
Value of net assets at end of year (total assets less liabilities)	2021-07-31	$3,722,275
Value of net assets at beginning of year (total assets less liabilities)	2021-07-31	$2,717,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-07-31	No
Were any leases to which the plan was party in default or uncollectible	2021-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-07-31	$3,191,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-07-31	$2,256,677
Interest on participant loans	2021-07-31	$4,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-07-31	$24
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-07-31	$311,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-07-31	$285,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-07-31	$757,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-07-31	No
Was there a failure to transmit to the plan any participant contributions	2021-07-31	No
Has the plan failed to provide any benefit when due under the plan	2021-07-31	No
Contributions received in cash from employer	2021-07-31	$102,727
Employer contributions (assets) at end of year	2021-07-31	$102,727
Employer contributions (assets) at beginning of year	2021-07-31	$101,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-07-31	$91,969
Contract administrator fees	2021-07-31	$23,391
Did the plan have assets held for investment	2021-07-31	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	2021-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-07-31	No
Opinion of an independent qualified public accountant for this plan	2021-07-31	Disclaimer
Accountancy firm name	2021-07-31	PRIEST AMISTADI
Accountancy firm EIN	2021-07-31	942507389
2020 : EASTSIDE MANAGEMENT CO., INC. 401K P/S PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-07-31	$438,633
Total of all expenses incurred	2020-07-31	$31,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-07-31	$16,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-07-31	$269,786
Value of total assets at end of year	2020-07-31	$2,717,554
Value of total assets at beginning of year	2020-07-31	$2,310,337
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-07-31	$15,091
Total interest from all sources	2020-07-31	$4,039
Total dividends received (eg from common stock, registered investment company shares)	2020-07-31	$12,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-07-31	$12,967
Was this plan covered by a fidelity bond	2020-07-31	Yes
Value of fidelity bond cover	2020-07-31	$250,000
If this is an individual account plan, was there a blackout period	2020-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-07-31	No
Contributions received from participants	2020-07-31	$168,649
Participant contributions at end of year	2020-07-31	$56,841
Participant contributions at beginning of year	2020-07-31	$55,587
Participant contributions at end of year	2020-07-31	$17,572
Participant contributions at beginning of year	2020-07-31	$33,907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-07-31	No
Value of net income/loss	2020-07-31	$407,217
Value of net assets at end of year (total assets less liabilities)	2020-07-31	$2,717,554
Value of net assets at beginning of year (total assets less liabilities)	2020-07-31	$2,310,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-07-31	No
Were any leases to which the plan was party in default or uncollectible	2020-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-07-31	$2,256,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-07-31	$1,988,295
Interest on participant loans	2020-07-31	$4,025
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-07-31	$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-07-31	$285,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-07-31	$128,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-07-31	$151,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-07-31	No
Was there a failure to transmit to the plan any participant contributions	2020-07-31	No
Has the plan failed to provide any benefit when due under the plan	2020-07-31	No
Contributions received in cash from employer	2020-07-31	$101,137
Employer contributions (assets) at end of year	2020-07-31	$101,137
Employer contributions (assets) at beginning of year	2020-07-31	$104,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-07-31	$16,325
Contract administrator fees	2020-07-31	$15,091
Did the plan have assets held for investment	2020-07-31	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	2020-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-07-31	Disclaimer
Accountancy firm name	2020-07-31	PRIEST AMISTADI
Accountancy firm EIN	2020-07-31	942507389
2009 : EASTSIDE MANAGEMENT CO., INC. 401K P/S PLAN 2009 401k financial data
Total income from all sources	2009-08-31	$-25,435
Expenses. Total of all expenses incurred	2009-08-31	$80,248
Benefits paid (including direct rollovers)	2009-08-31	$80,248
Total plan assets at end of year	2009-08-31	$281,901
Total plan assets at beginning of year	2009-08-31	$387,584
Value of fidelity bond covering the plan	2009-08-31	$75,000
Total contributions received or receivable from participants	2009-08-31	$52,361
Other income received	2009-08-31	$-77,796
Net income (gross income less expenses)	2009-08-31	$-105,683
Net plan assets at end of year (total assets less liabilities)	2009-08-31	$281,901
Net plan assets at beginning of year (total assets less liabilities)	2009-08-31	$387,584

Form 5500 Responses for EASTSIDE MANAGEMENT CO., INC. 401K P/S PLAN

2021: EASTSIDE MANAGEMENT CO., INC. 401K P/S PLAN 2021 form 5500 responses
2021-08-01	Type of plan entity	Single employer plan
2021-08-01	Submission has been amended	No
2021-08-01	This submission is the final filing	No
2021-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-08-01	Plan is a collectively bargained plan	No
2021-08-01	Plan funding arrangement – Insurance	Yes
2021-08-01	Plan funding arrangement – Trust	Yes
2021-08-01	Plan benefit arrangement – Insurance	Yes
2021-08-01	Plan benefit arrangement - Trust	Yes
2020: EASTSIDE MANAGEMENT CO., INC. 401K P/S PLAN 2020 form 5500 responses
2020-08-01	Type of plan entity	Single employer plan
2020-08-01	Submission has been amended	No
2020-08-01	This submission is the final filing	No
2020-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-08-01	Plan is a collectively bargained plan	No
2020-08-01	Plan funding arrangement – Insurance	Yes
2020-08-01	Plan funding arrangement – Trust	Yes
2020-08-01	Plan benefit arrangement – Insurance	Yes
2020-08-01	Plan benefit arrangement - Trust	Yes
2019: EASTSIDE MANAGEMENT CO., INC. 401K P/S PLAN 2019 form 5500 responses
2019-08-01	Type of plan entity	Single employer plan
2019-08-01	Submission has been amended	No
2019-08-01	This submission is the final filing	No
2019-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-08-01	Plan is a collectively bargained plan	No
2019-08-01	Plan funding arrangement – Insurance	Yes
2019-08-01	Plan funding arrangement – Trust	Yes
2019-08-01	Plan benefit arrangement – Insurance	Yes
2019-08-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260853-01

Policy instance

Insurance contract or identification number	1260853-01
Number of Individuals Covered	4
Insurance policy start date	2021-08-01
Insurance policy end date	2022-07-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-027665

Policy instance

Insurance contract or identification number	GA-027665
Number of Individuals Covered	0
Insurance policy start date	2020-08-01
Insurance policy end date	2021-01-27
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260853-01

Policy instance

Insurance contract or identification number	1260853-01
Number of Individuals Covered	4
Insurance policy start date	2021-01-27
Insurance policy end date	2021-07-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-027665

Policy instance

Insurance contract or identification number	GA-027665
Number of Individuals Covered	36
Insurance policy start date	2019-08-01
Insurance policy end date	2020-07-31
Total amount of commissions paid to insurance broker	USD $4,493
Total amount of fees paid to insurance company	USD $1,132
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $4,493
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Amount paid for insurance broker fees	1132

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-027665

Policy instance

Insurance contract or identification number	GA-027665
Number of Individuals Covered	14
Insurance policy start date	2008-09-01
Insurance policy end date	2009-08-31
Total amount of commissions paid to insurance broker	USD $1,114
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,114
Additional information about fees paid to insurance broker	COMMISSION PAID
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY

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Company Name:	EASTSIDE MANAGEMENT CO., INC.
Employer identification number (EIN):	770435253
NAIC Classification:	541600