401k Plan data: CALLIDUS SOFTWARE, INC. 401K PLAN plan

CALLIDUS SOFTWARE, INC. 401K PLAN 401k Plan overview

Plan Name	CALLIDUS SOFTWARE, INC. 401K PLAN
Plan identification number	001

CALLIDUS SOFTWARE, INC. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

CALLIDUS SOFTWARE, INC. has sponsored the creation of one or more 401k plans.

Company Name: CALLIDUS SOFTWARE, INC.

Employer identification number (EIN): 770438629

NAIC Classification: 541519
NAIC Description: Other Computer Related Services

Additional information about CALLIDUS SOFTWARE, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2660376

More information about CALLIDUS SOFTWARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALLIDUS SOFTWARE, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 KEVIN FURLONG KEVIN FURLONG 2018-10-11
001 2016-01-01 ROXANNE OULMAN ROXANNE OULMAN 2017-10-20
001 2016-01-01 TINA CHANG 2017-10-13
001 2015-01-01 TINA CHANG TINA CHANG 2016-09-20
001 2014-01-01 TINA CHANG TINA CHANG 2015-10-14
001 2013-01-01 BOY COREY
001 2012-01-01 BOB L COREY BOB L COREY 2013-09-19
001 2011-01-01 RONALD FIOR RONALD FIOR 2012-08-22
001 2010-01-01 RON FIOR
001 2009-01-01 RON FIOR RON FIOR 2010-07-28

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01	KEVIN FURLONG	KEVIN FURLONG	2018-10-11
001	2016-01-01	ROXANNE OULMAN	ROXANNE OULMAN	2017-10-20
001	2016-01-01		TINA CHANG	2017-10-13
001	2015-01-01	TINA CHANG	TINA CHANG	2016-09-20
001	2014-01-01	TINA CHANG	TINA CHANG	2015-10-14
001	2013-01-01	BOY COREY
001	2012-01-01	BOB L COREY	BOB L COREY	2013-09-19
001	2011-01-01	RONALD FIOR	RONALD FIOR	2012-08-22
001	2010-01-01	RON FIOR
001	2009-01-01	RON FIOR	RON FIOR	2010-07-28

Plan Statistics for CALLIDUS SOFTWARE, INC. 401K PLAN

401k plan membership statisitcs for CALLIDUS SOFTWARE, INC. 401K PLAN

Measure Date Value
2019: CALLIDUS SOFTWARE, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,131
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CALLIDUS SOFTWARE, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,008
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 849
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 281
Total of all active and inactive participants 2018-01-01 1,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 1,131
Number of participants with account balances 2018-01-01 1,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 59
2017: CALLIDUS SOFTWARE, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 896
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 761
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 246
Total of all active and inactive participants 2017-01-01 1,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 1,008
Number of participants with account balances 2017-01-01 969
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 57
2016: CALLIDUS SOFTWARE, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 732
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 700
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 195
Total of all active and inactive participants 2016-01-01 895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 896
Number of participants with account balances 2016-01-01 832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 68
2015: CALLIDUS SOFTWARE, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 496
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 571
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 161
Total of all active and inactive participants 2015-01-01 732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 732
Number of participants with account balances 2015-01-01 519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 46
2014: CALLIDUS SOFTWARE, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 461
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 345
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 151
Total of all active and inactive participants 2014-01-01 496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 496
Number of participants with account balances 2014-01-01 423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: CALLIDUS SOFTWARE, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 539
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 312
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 149
Total of all active and inactive participants 2013-01-01 461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 461
Number of participants with account balances 2013-01-01 363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 29
2012: CALLIDUS SOFTWARE, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 478
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 397
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 142
Total of all active and inactive participants 2012-01-01 539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 539
Number of participants with account balances 2012-01-01 368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 19
2011: CALLIDUS SOFTWARE, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 309
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 338
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 140
Total of all active and inactive participants 2011-01-01 478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 478
Number of participants with account balances 2011-01-01 314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CALLIDUS SOFTWARE, INC. 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 416
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 162
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 147
Total of all active and inactive participants 2010-01-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 309
Number of participants with account balances 2010-01-01 303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CALLIDUS SOFTWARE, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 504
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 254
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 162
Total of all active and inactive participants 2009-01-01 416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 416
Number of participants with account balances 2009-01-01 351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: CALLIDUS SOFTWARE, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,131
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CALLIDUS SOFTWARE, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,008
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	849
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	281
Total of all active and inactive participants	2018-01-01	1,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	1,131
Number of participants with account balances	2018-01-01	1,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	59
2017: CALLIDUS SOFTWARE, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	896
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	761
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	246
Total of all active and inactive participants	2017-01-01	1,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	1,008
Number of participants with account balances	2017-01-01	969
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	57
2016: CALLIDUS SOFTWARE, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	732
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	700
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	195
Total of all active and inactive participants	2016-01-01	895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	896
Number of participants with account balances	2016-01-01	832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	68
2015: CALLIDUS SOFTWARE, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	496
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	571
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	161
Total of all active and inactive participants	2015-01-01	732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	732
Number of participants with account balances	2015-01-01	519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	46
2014: CALLIDUS SOFTWARE, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	461
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	345
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	151
Total of all active and inactive participants	2014-01-01	496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	496
Number of participants with account balances	2014-01-01	423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: CALLIDUS SOFTWARE, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	539
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	312
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	149
Total of all active and inactive participants	2013-01-01	461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	461
Number of participants with account balances	2013-01-01	363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	29
2012: CALLIDUS SOFTWARE, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	478
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	397
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	142
Total of all active and inactive participants	2012-01-01	539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	539
Number of participants with account balances	2012-01-01	368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	19
2011: CALLIDUS SOFTWARE, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	309
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	338
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	140
Total of all active and inactive participants	2011-01-01	478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	478
Number of participants with account balances	2011-01-01	314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CALLIDUS SOFTWARE, INC. 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	416
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	162
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	147
Total of all active and inactive participants	2010-01-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	309
Number of participants with account balances	2010-01-01	303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CALLIDUS SOFTWARE, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	504
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	254
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	162
Total of all active and inactive participants	2009-01-01	416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	416
Number of participants with account balances	2009-01-01	351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CALLIDUS SOFTWARE, INC. 401K PLAN

Measure	Date	Value
2019 : CALLIDUS SOFTWARE, INC. 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-04-30	$0
Total transfer of assets from this plan	2019-04-30	$61,517,961
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-04-30	$0
Total income from all sources (including contributions)	2019-04-30	$12,574,742
Total loss/gain on sale of assets	2019-04-30	$0
Total of all expenses incurred	2019-04-30	$2,440,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-04-30	$2,312,868
Value of total corrective distributions	2019-04-30	$918
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-04-30	$5,260,860
Value of total assets at end of year	2019-04-30	$0
Value of total assets at beginning of year	2019-04-30	$51,384,127
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-04-30	$127,122
Total interest from all sources	2019-04-30	$44,700
Total dividends received (eg from common stock, registered investment company shares)	2019-04-30	$128,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-04-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-04-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-04-30	$128,506
Was this plan covered by a fidelity bond	2019-04-30	Yes
Value of fidelity bond cover	2019-04-30	$15,000,000
If this is an individual account plan, was there a blackout period	2019-04-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-04-30	No
Contributions received from participants	2019-04-30	$3,753,129
Participant contributions at end of year	2019-04-30	$0
Participant contributions at beginning of year	2019-04-30	$336,565
Income. Received or receivable in cash from other sources (including rollovers)	2019-04-30	$111,200
Other income not declared elsewhere	2019-04-30	$1,148
Administrative expenses (other) incurred	2019-04-30	$127,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-04-30	No
Value of net income/loss	2019-04-30	$10,133,834
Value of net assets at end of year (total assets less liabilities)	2019-04-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-04-30	$51,384,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-04-30	No
Were any leases to which the plan was party in default or uncollectible	2019-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-04-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-04-30	$47,251,942
Interest on participant loans	2019-04-30	$4,867
Interest earned on other investments	2019-04-30	$39,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-04-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-04-30	$3,795,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-04-30	$7,139,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-04-30	No
Was there a failure to transmit to the plan any participant contributions	2019-04-30	No
Has the plan failed to provide any benefit when due under the plan	2019-04-30	No
Contributions received in cash from employer	2019-04-30	$1,396,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-04-30	$2,312,868
Did the plan have assets held for investment	2019-04-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-04-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-04-30	Disclaimer
Accountancy firm name	2019-04-30	MOSS ADAMS LLP
Accountancy firm EIN	2019-04-30	910189318
2018 : CALLIDUS SOFTWARE, INC. 401K 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	$9,606,869
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,920,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,835,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$13,020,107
Value of total assets at end of year	2018-12-31	$51,384,127
Value of total assets at beginning of year	2018-12-31	$45,697,888
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$84,786
Total interest from all sources	2018-12-31	$200,571
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$3,532,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$3,532,491
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$8,904,897
Participant contributions at end of year	2018-12-31	$336,565
Participant contributions at beginning of year	2018-12-31	$367,449
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,438,631
Other income not declared elsewhere	2018-12-31	$1,251
Administrative expenses (other) incurred	2018-12-31	$84,786
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	$5,686,239
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$51,384,127
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$45,697,888
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	$47,251,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$42,073,133
Interest on participant loans	2018-12-31	$16,470
Interest earned on other investments	2018-12-31	$184,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,795,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,257,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-7,147,551
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	$2,676,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,835,844
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	MOSS ADAMS LLP
Accountancy firm EIN	2018-12-31	910189318
2017 : CALLIDUS SOFTWARE, INC. 401K 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	$15,521,702
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,679,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,647,437
Value of total corrective distributions	2017-12-31	$2,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$8,844,780
Value of total assets at end of year	2017-12-31	$45,697,888
Value of total assets at beginning of year	2017-12-31	$33,855,369
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$28,774
Total interest from all sources	2017-12-31	$45,584
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,657,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,657,001
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$6,869,903
Participant contributions at end of year	2017-12-31	$367,449
Participant contributions at beginning of year	2017-12-31	$285,891
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$605,282
Other income not declared elsewhere	2017-12-31	$1,451
Administrative expenses (other) incurred	2017-12-31	$28,774
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	$11,842,519
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$45,697,888
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$33,855,369
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	$42,073,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$30,385,248
Interest on participant loans	2017-12-31	$12,609
Interest earned on other investments	2017-12-31	$32,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,257,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,184,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,972,886
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	Yes
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	$1,369,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,647,437
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	MOSS ADAMS LLP
Accountancy firm EIN	2017-12-31	910189318
2016 : CALLIDUS SOFTWARE, INC. 401K 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	$8,849,537
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,750,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,724,792
Value of total corrective distributions	2016-12-31	$4,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$6,767,519
Value of total assets at end of year	2016-12-31	$33,855,369
Value of total assets at beginning of year	2016-12-31	$27,756,669
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$21,974
Total interest from all sources	2016-12-31	$43,164
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,114,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,114,106
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$5,633,584
Participant contributions at end of year	2016-12-31	$285,891
Participant contributions at beginning of year	2016-12-31	$268,113
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$466,513
Other income not declared elsewhere	2016-12-31	$3,259
Administrative expenses (other) incurred	2016-12-31	$21,974
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	$6,098,700
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$33,855,369
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$27,756,669
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	$30,385,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$25,132,736
Interest on participant loans	2016-12-31	$12,656
Interest earned on other investments	2016-12-31	$30,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,184,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,355,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$921,489
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	Yes
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	$667,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,724,792
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	MOSS ADAMS LLP
Accountancy firm EIN	2016-12-31	910189318
2015 : CALLIDUS SOFTWARE, INC. 401K 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	$4,461,970
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,674,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,655,367
Value of total corrective distributions	2015-12-31	$791
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,450,342
Value of total assets at end of year	2015-12-31	$27,756,669
Value of total assets at beginning of year	2015-12-31	$26,968,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$17,943
Total interest from all sources	2015-12-31	$26,249
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,671,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,671,373
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$3,525,724
Participant contributions at end of year	2015-12-31	$268,113
Participant contributions at beginning of year	2015-12-31	$362,256
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$565,105
Other income not declared elsewhere	2015-12-31	$1,636
Administrative expenses (other) incurred	2015-12-31	$17,943
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	$787,869
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$27,756,669
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$26,968,800
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	$25,132,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$23,934,610
Interest on participant loans	2015-12-31	$11,703
Interest earned on other investments	2015-12-31	$14,546
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,975,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,355,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$696,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,691,855
Net investment gain or loss from common/collective trusts	2015-12-31	$4,225
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	Yes
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	$359,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,655,367
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	MOSS ADAMS LLP
Accountancy firm EIN	2015-12-31	910189318
2014 : CALLIDUS SOFTWARE, INC. 401K 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	$4,809,229
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,481,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,470,916
Value of total corrective distributions	2014-12-31	$1,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,473,249
Value of total assets at end of year	2014-12-31	$26,968,800
Value of total assets at beginning of year	2014-12-31	$23,640,966
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$8,779
Total interest from all sources	2014-12-31	$13,744
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,848,958
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,848,958
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,741,020
Participant contributions at end of year	2014-12-31	$362,256
Participant contributions at beginning of year	2014-12-31	$243,013
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$476,754
Other income not declared elsewhere	2014-12-31	$64
Administrative expenses (other) incurred	2014-12-31	$8,779
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	$3,327,834
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$26,968,800
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$23,640,966
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	$23,934,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$21,284,518
Interest on participant loans	2014-12-31	$12,733
Interest earned on other investments	2014-12-31	$1,011
Value of interest in common/collective trusts at end of year	2014-12-31	$1,975,117
Value of interest in common/collective trusts at beginning of year	2014-12-31	$2,113,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$696,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-535,322
Net investment gain or loss from common/collective trusts	2014-12-31	$8,536
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	$255,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,470,916
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	MOSS ADAMS LLP
Accountancy firm EIN	2014-12-31	910189318
2013 : CALLIDUS SOFTWARE, INC. 401K 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	$7,441,423
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,314,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,306,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,025,676
Value of total assets at end of year	2013-12-31	$23,640,966
Value of total assets at beginning of year	2013-12-31	$18,514,163
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,872
Total interest from all sources	2013-12-31	$7,960
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,088,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,088,611
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,489,463
Participant contributions at end of year	2013-12-31	$243,013
Participant contributions at beginning of year	2013-12-31	$192,491
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$319,444
Other income not declared elsewhere	2013-12-31	$174
Administrative expenses (other) incurred	2013-12-31	$7,872
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	$5,126,803
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$23,640,966
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$18,514,163
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	$21,284,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$16,079,338
Interest on participant loans	2013-12-31	$7,960
Value of interest in common/collective trusts at end of year	2013-12-31	$2,113,435
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,242,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,303,369
Net investment gain or loss from common/collective trusts	2013-12-31	$15,633
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	$216,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,306,748
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	MOSS ADAMS LLP
Accountancy firm EIN	2013-12-31	910189318
2012 : CALLIDUS SOFTWARE, INC. 401K 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	$5,309,724
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,954,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,950,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,232,822
Value of total assets at end of year	2012-12-31	$18,514,163
Value of total assets at beginning of year	2012-12-31	$15,159,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$4,212
Total interest from all sources	2012-12-31	$6,719
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$401,205
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	$401,205
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,349,640
Participant contributions at end of year	2012-12-31	$192,491
Participant contributions at beginning of year	2012-12-31	$158,908
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$658,458
Other income not declared elsewhere	2012-12-31	$814
Administrative expenses (other) incurred	2012-12-31	$4,212
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	$3,354,943
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$18,514,163
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$15,159,220
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	$16,079,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$12,481,543
Interest on participant loans	2012-12-31	$6,719
Value of interest in common/collective trusts at end of year	2012-12-31	$2,242,334
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,518,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,644,081
Net investment gain or loss from common/collective trusts	2012-12-31	$24,083
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	$224,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,950,569
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	MOSS ADAMS LLP
Accountancy firm EIN	2012-12-31	910189318
2011 : CALLIDUS SOFTWARE, INC. 401K 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	$1,800,303
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,693,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,691,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,210,811
Value of total assets at end of year	2011-12-31	$15,159,220
Value of total assets at beginning of year	2011-12-31	$15,052,616
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,113
Total interest from all sources	2011-12-31	$5,709
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$286,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$286,051
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,850,947
Participant contributions at end of year	2011-12-31	$158,908
Participant contributions at beginning of year	2011-12-31	$130,099
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$359,864
Other income not declared elsewhere	2011-12-31	$277
Administrative expenses (other) incurred	2011-12-31	$2,113
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	$106,604
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$15,159,220
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$15,052,616
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	$12,481,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$12,410,158
Interest on participant loans	2011-12-31	$5,709
Value of interest in common/collective trusts at end of year	2011-12-31	$2,518,769
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,512,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-739,254
Net investment gain or loss from common/collective trusts	2011-12-31	$36,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,691,586
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	MOHLER, NIXON & WILLIAMS
Accountancy firm EIN	2011-12-31	770106234
2010 : CALLIDUS SOFTWARE, INC. 401K 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	$3,918,837
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$4,056,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$3,993,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,992,036
Value of total assets at end of year	2010-12-31	$15,052,616
Value of total assets at beginning of year	2010-12-31	$15,190,612
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$62,992
Total interest from all sources	2010-12-31	$8,847
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$260,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$260,871
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,882,391
Participant contributions at end of year	2010-12-31	$130,099
Participant contributions at beginning of year	2010-12-31	$207,518
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$109,645
Other income not declared elsewhere	2010-12-31	$25,543
Administrative expenses (other) incurred	2010-12-31	$62,992
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	$-137,996
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$15,052,616
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$15,190,612
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	$12,410,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$14,983,094
Interest on participant loans	2010-12-31	$8,847
Value of interest in common/collective trusts at end of year	2010-12-31	$2,512,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,600,491
Net investment gain or loss from common/collective trusts	2010-12-31	$31,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$3,993,841
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
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	AUDIT AND TAX SOLUTIONS CPAS, INC.
Accountancy firm EIN	2010-12-31	943211753
2009 : CALLIDUS SOFTWARE, INC. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CALLIDUS SOFTWARE, INC. 401K PLAN

2019: CALLIDUS SOFTWARE, INC. 401K 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	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: CALLIDUS SOFTWARE, INC. 401K 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: CALLIDUS SOFTWARE, INC. 401K 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: CALLIDUS SOFTWARE, INC. 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
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: CALLIDUS SOFTWARE, INC. 401K 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: CALLIDUS SOFTWARE, INC. 401K 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: CALLIDUS SOFTWARE, INC. 401K 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CALLIDUS SOFTWARE, INC. 401K 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CALLIDUS SOFTWARE, INC. 401K 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CALLIDUS SOFTWARE, INC. 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CALLIDUS SOFTWARE, INC. 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

YH1143

Policy instance

Insurance contract or identification number	YH1143
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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

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

Policy contract number

YH1143

Policy instance

Insurance contract or identification number	YH1143
Number of Individuals Covered	1131
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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

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

Policy contract number

YH1143

Policy instance

Insurance contract or identification number	YH1143
Number of Individuals Covered	1008
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $7,940
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 $7,940
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

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

Policy contract number

YH1143

Policy instance

Insurance contract or identification number	YH1143
Number of Individuals Covered	732
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $3,833
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 $3,833
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

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

Policy contract number

YH1143

Policy instance

Insurance contract or identification number	YH1143
Number of Individuals Covered	496
Insurance policy start date	2014-06-28
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $4,245
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 $4,245
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

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Company Name:	CALLIDUS SOFTWARE, INC.
Employer identification number (EIN):	770438629
NAIC Classification:	541519
NAIC Description:	Other Computer Related Services

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2660376