401k Plan data: BSW, INC. RETIREMENT SAVINGS PLAN plan

BSW, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	BSW, INC. RETIREMENT SAVINGS PLAN
Plan identification number	001

BSW, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: BSW, INC

Employer identification number (EIN): 810299560

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BSW, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 STEVE BRACCO
001 2016-07-01 STEVE BRACCO
001 2015-07-01 STEVE BRACCO
001 2014-07-01 STEVE BRACCO
001 2014-07-01 STEVE BRACCO
001 2013-07-01 STEVEN BRACCO
001 2012-07-01 STEVEN M. BRACCO
001 2011-07-01 STEVEN M. BRACCO STEVEN M. BRACCO 2013-02-26
001 2010-07-01 STEVEN M. BRACCO
001 2009-07-01 STEVEN M. BRACCO

Plan Statistics for BSW, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for BSW, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2021: BSW, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 364
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 321
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 8
Total of all active and inactive participants 2021-07-01 329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 17
Total participants 2021-07-01 346
Number of participants with account balances 2021-07-01 339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 2
2020: BSW, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 338
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 101
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 260
Total of all active and inactive participants 2020-07-01 361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 3
Total participants 2020-07-01 364
Number of participants with account balances 2020-07-01 342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: BSW, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 337
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 101
Number of retired or separated participants receiving benefits 2019-07-01 6
Number of other retired or separated participants entitled to future benefits 2019-07-01 229
Total of all active and inactive participants 2019-07-01 336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 2
Total participants 2019-07-01 338
Number of participants with account balances 2019-07-01 329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 2
2018: BSW, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 363
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 101
Number of retired or separated participants receiving benefits 2018-07-01 5
Number of other retired or separated participants entitled to future benefits 2018-07-01 222
Total of all active and inactive participants 2018-07-01 328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 2
Total participants 2018-07-01 330
Number of participants with account balances 2018-07-01 314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 17
2017: BSW, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 380
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 109
Number of retired or separated participants receiving benefits 2017-07-01 2
Number of other retired or separated participants entitled to future benefits 2017-07-01 237
Total of all active and inactive participants 2017-07-01 348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 2
Total participants 2017-07-01 350
Number of participants with account balances 2017-07-01 337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 23
2016: BSW, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 338
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 122
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 255
Total of all active and inactive participants 2016-07-01 377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 377
Number of participants with account balances 2016-07-01 356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 12
2015: BSW, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 221
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 131
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 203
Total of all active and inactive participants 2015-07-01 334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 334
Number of participants with account balances 2015-07-01 347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 12
2014: BSW, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 268
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 117
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 100
Total of all active and inactive participants 2014-07-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 217
Number of participants with account balances 2014-07-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 11
2013: BSW, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 265
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 122
Number of retired or separated participants receiving benefits 2013-07-01 3
Number of other retired or separated participants entitled to future benefits 2013-07-01 142
Total of all active and inactive participants 2013-07-01 267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 268
Number of participants with account balances 2013-07-01 256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 17
2012: BSW, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 273
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 129
Number of retired or separated participants receiving benefits 2012-07-01 4
Number of other retired or separated participants entitled to future benefits 2012-07-01 131
Total of all active and inactive participants 2012-07-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 1
Total participants 2012-07-01 265
Number of participants with account balances 2012-07-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 29
2011: BSW, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 232
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 143
Number of retired or separated participants receiving benefits 2011-07-01 3
Number of other retired or separated participants entitled to future benefits 2011-07-01 114
Total of all active and inactive participants 2011-07-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 260
Number of participants with account balances 2011-07-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 14
2010: BSW, INC. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 216
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 136
Number of retired or separated participants receiving benefits 2010-07-01 2
Number of other retired or separated participants entitled to future benefits 2010-07-01 94
Total of all active and inactive participants 2010-07-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 232
Number of participants with account balances 2010-07-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 18
2009: BSW, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 186
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 186
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 14
Total of all active and inactive participants 2009-07-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 200
Number of participants with account balances 2009-07-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2021: BSW, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	364
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	321
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	8
Total of all active and inactive participants	2021-07-01	329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	17
Total participants	2021-07-01	346
Number of participants with account balances	2021-07-01	339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	2
2020: BSW, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	338
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	101
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	260
Total of all active and inactive participants	2020-07-01	361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	3
Total participants	2020-07-01	364
Number of participants with account balances	2020-07-01	342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: BSW, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	337
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	101
Number of retired or separated participants receiving benefits	2019-07-01	6
Number of other retired or separated participants entitled to future benefits	2019-07-01	229
Total of all active and inactive participants	2019-07-01	336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	2
Total participants	2019-07-01	338
Number of participants with account balances	2019-07-01	329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	2
2018: BSW, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	363
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	101
Number of retired or separated participants receiving benefits	2018-07-01	5
Number of other retired or separated participants entitled to future benefits	2018-07-01	222
Total of all active and inactive participants	2018-07-01	328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	2
Total participants	2018-07-01	330
Number of participants with account balances	2018-07-01	314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	17
2017: BSW, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	380
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	109
Number of retired or separated participants receiving benefits	2017-07-01	2
Number of other retired or separated participants entitled to future benefits	2017-07-01	237
Total of all active and inactive participants	2017-07-01	348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	2
Total participants	2017-07-01	350
Number of participants with account balances	2017-07-01	337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	23
2016: BSW, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	338
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	122
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	255
Total of all active and inactive participants	2016-07-01	377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	377
Number of participants with account balances	2016-07-01	356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	12
2015: BSW, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	221
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	131
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	203
Total of all active and inactive participants	2015-07-01	334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	334
Number of participants with account balances	2015-07-01	347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	12
2014: BSW, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	268
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	117
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	100
Total of all active and inactive participants	2014-07-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	217
Number of participants with account balances	2014-07-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	11
2013: BSW, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	265
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	122
Number of retired or separated participants receiving benefits	2013-07-01	3
Number of other retired or separated participants entitled to future benefits	2013-07-01	142
Total of all active and inactive participants	2013-07-01	267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	268
Number of participants with account balances	2013-07-01	256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	17
2012: BSW, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	273
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	129
Number of retired or separated participants receiving benefits	2012-07-01	4
Number of other retired or separated participants entitled to future benefits	2012-07-01	131
Total of all active and inactive participants	2012-07-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	1
Total participants	2012-07-01	265
Number of participants with account balances	2012-07-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	29
2011: BSW, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	232
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	143
Number of retired or separated participants receiving benefits	2011-07-01	3
Number of other retired or separated participants entitled to future benefits	2011-07-01	114
Total of all active and inactive participants	2011-07-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	260
Number of participants with account balances	2011-07-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	14
2010: BSW, INC. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	216
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	136
Number of retired or separated participants receiving benefits	2010-07-01	2
Number of other retired or separated participants entitled to future benefits	2010-07-01	94
Total of all active and inactive participants	2010-07-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	232
Number of participants with account balances	2010-07-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	18
2009: BSW, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	186
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	186
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	14
Total of all active and inactive participants	2009-07-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	200
Number of participants with account balances	2009-07-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on BSW, INC. RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : BSW, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-193,072
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$98,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$90,001
Expenses. Certain deemed distributions of participant loans	2022-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$244,377
Value of total assets at end of year	2022-06-30	$2,927,185
Value of total assets at beginning of year	2022-06-30	$3,219,141
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$8,883
Total interest from all sources	2022-06-30	$19
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$69,877
Participant contributions at end of year	2022-06-30	$1,392
Other income not declared elsewhere	2022-06-30	$0
Administrative expenses (other) incurred	2022-06-30	$8,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-291,956
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$2,927,185
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$3,219,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$0
Value of interest in pooled separate accounts at end of year	2022-06-30	$2,912,570
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$3,204,921
Interest on participant loans	2022-06-30	$0
Interest earned on other investments	2022-06-30	$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$12,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$14,220
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$0
Net investment gain/loss from pooled separate accounts	2022-06-30	$-437,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$174,500
Employer contributions (assets) at end of year	2022-06-30	$615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$90,001
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	KCOE ISOM, LLP
Accountancy firm EIN	2022-06-30	480567703
2021 : BSW, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$874,286
Total of all expenses incurred	2021-06-30	$321,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$307,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$190,677
Value of total assets at end of year	2021-06-30	$3,219,141
Value of total assets at beginning of year	2021-06-30	$2,666,530
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$14,549
Total interest from all sources	2021-06-30	$238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$40,716
Administrative expenses (other) incurred	2021-06-30	$14,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$552,611
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$3,219,141
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$2,666,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in pooled separate accounts at end of year	2021-06-30	$3,204,921
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$2,650,633
Interest earned on other investments	2021-06-30	$238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$14,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$15,897
Net investment gain/loss from pooled separate accounts	2021-06-30	$683,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$149,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$307,126
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	2021-06-30	No
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	ANDERSON ZURMUEHLEN & CO,P.C.
Accountancy firm EIN	2021-06-30	810385940
2020 : BSW, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$304,266
Total of all expenses incurred	2020-06-30	$114,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$100,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$166,119
Value of total assets at end of year	2020-06-30	$2,666,530
Value of total assets at beginning of year	2020-06-30	$2,476,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$13,286
Total interest from all sources	2020-06-30	$267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$44,879
Administrative expenses (other) incurred	2020-06-30	$13,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$190,141
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$2,666,530
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$2,476,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in pooled separate accounts at end of year	2020-06-30	$2,650,633
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$2,459,899
Interest earned on other investments	2020-06-30	$267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$15,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$16,490
Net investment gain/loss from pooled separate accounts	2020-06-30	$137,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$121,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$100,839
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	2020-06-30	No
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	ANDERSON ZURMUEHLEN & CO.,P.C.
Accountancy firm EIN	2020-06-30	810385940
2019 : BSW, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$373,438
Total of all expenses incurred	2019-06-30	$457,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$445,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$201,801
Value of total assets at end of year	2019-06-30	$2,476,389
Value of total assets at beginning of year	2019-06-30	$2,560,849
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$12,214
Total interest from all sources	2019-06-30	$241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$62,551
Administrative expenses (other) incurred	2019-06-30	$12,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$-84,460
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$2,476,389
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$2,560,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in pooled separate accounts at end of year	2019-06-30	$2,459,899
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$2,544,458
Interest earned on other investments	2019-06-30	$241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$16,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$16,391
Net investment gain/loss from pooled separate accounts	2019-06-30	$171,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$139,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$445,684
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	ANDERSON ZURMUEHLEN & CO., P. C.
Accountancy firm EIN	2019-06-30	810385940
2018 : BSW, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$395,944
Total of all expenses incurred	2018-06-30	$170,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$157,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$224,786
Value of total assets at end of year	2018-06-30	$2,560,849
Value of total assets at beginning of year	2018-06-30	$2,335,132
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$12,694
Total interest from all sources	2018-06-30	$204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$72,774
Administrative expenses (other) incurred	2018-06-30	$12,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$225,717
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$2,560,849
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$2,335,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in pooled separate accounts at end of year	2018-06-30	$2,544,458
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$2,318,984
Interest earned on other investments	2018-06-30	$204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$16,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$16,148
Net investment gain/loss from pooled separate accounts	2018-06-30	$170,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$152,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$157,533
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	ANDERSON ZURMUEHLEN & CO., P.C.
Accountancy firm EIN	2018-06-30	810385940
2017 : BSW, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$323,268
Total of all expenses incurred	2017-06-30	$555,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$543,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$45,870
Value of total assets at end of year	2017-06-30	$2,335,132
Value of total assets at beginning of year	2017-06-30	$2,567,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$12,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$45,870
Participant contributions at beginning of year	2017-06-30	$1,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$-232,631
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$2,335,132
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$2,567,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in pooled separate accounts at end of year	2017-06-30	$2,318,984
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$2,301,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$16,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$109,605
Net investment gain/loss from pooled separate accounts	2017-06-30	$277,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Employer contributions (assets) at beginning of year	2017-06-30	$155,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$543,831
Contract administrator fees	2017-06-30	$12,068
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	ANDERSON ZURMUEHLEN & CO ., P.C.
Accountancy firm EIN	2017-06-30	810385940
2016 : BSW, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$204,725
Total of all expenses incurred	2016-06-30	$845,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$832,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$204,234
Value of total assets at end of year	2016-06-30	$2,567,763
Value of total assets at beginning of year	2016-06-30	$3,208,666
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$13,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$48,138
Participant contributions at end of year	2016-06-30	$1,329
Other income not declared elsewhere	2016-06-30	$1,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-640,903
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$2,567,763
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$3,208,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in pooled separate accounts at end of year	2016-06-30	$2,301,359
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$3,041,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$109,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$1,298
Net investment gain/loss from pooled separate accounts	2016-06-30	$-1,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$156,096
Employer contributions (assets) at end of year	2016-06-30	$155,470
Employer contributions (assets) at beginning of year	2016-06-30	$166,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$832,134
Contract administrator fees	2016-06-30	$13,494
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	ANDERSON ZURMUEHLEN & CO., P.C.
Accountancy firm EIN	2016-06-30	810385940
2015 : BSW, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$185,051
Total of all expenses incurred	2015-06-30	$211,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$197,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$58,432
Value of total assets at end of year	2015-06-30	$3,042,325
Value of total assets at beginning of year	2015-06-30	$3,069,121
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$14,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$58,432
Other income not declared elsewhere	2015-06-30	$486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-26,796
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$3,042,325
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$3,069,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in pooled separate accounts at end of year	2015-06-30	$3,041,027
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$2,915,576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$1,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$114,051
Net investment gain/loss from pooled separate accounts	2015-06-30	$126,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$0
Employer contributions (assets) at end of year	2015-06-30	$3,041,027
Employer contributions (assets) at beginning of year	2015-06-30	$39,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$197,577
Contract administrator fees	2015-06-30	$14,270
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	2015-06-30	No
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	ANDERSON ZURMUEHLEN & CO., P.C.
Accountancy firm EIN	2015-06-30	810385940
2014 : BSW, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$679,946
Total of all expenses incurred	2014-06-30	$257,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$243,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$213,315
Value of total assets at end of year	2014-06-30	$3,069,121
Value of total assets at beginning of year	2014-06-30	$2,646,337
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$14,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$59,838
Other income not declared elsewhere	2014-06-30	$812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$422,784
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$3,069,121
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$2,646,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in pooled separate accounts at end of year	2014-06-30	$2,915,576
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$2,607,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$114,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$1,319
Net investment gain/loss from pooled separate accounts	2014-06-30	$465,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$153,477
Employer contributions (assets) at end of year	2014-06-30	$39,494
Employer contributions (assets) at beginning of year	2014-06-30	$37,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$243,160
Contract administrator fees	2014-06-30	$14,002
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	2014-06-30	No
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	ANDERSON ZURMUEHLEN & CO., P.C.
Accountancy firm EIN	2014-06-30	810385940
2013 : BSW, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$507,594
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$108,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$96,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$200,595
Value of total assets at end of year	2013-06-30	$2,646,337
Value of total assets at beginning of year	2013-06-30	$2,247,011
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$12,167
Total interest from all sources	2013-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$62,728
Other income not declared elsewhere	2013-06-30	$556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$399,326
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$2,646,337
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$2,247,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in pooled separate accounts at end of year	2013-06-30	$2,607,266
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$2,091,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$1,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$124,157
Net investment gain/loss from pooled separate accounts	2013-06-30	$306,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$137,867
Employer contributions (assets) at end of year	2013-06-30	$37,752
Employer contributions (assets) at beginning of year	2013-06-30	$31,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$96,101
Contract administrator fees	2013-06-30	$12,167
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	ANDERSON ZURMUEHLEN & CO., P.C.
Accountancy firm EIN	2013-06-30	810385940
2012 : BSW, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$288,327
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$237,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$226,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$214,380
Value of total assets at end of year	2012-06-30	$2,247,011
Value of total assets at beginning of year	2012-06-30	$2,196,267
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$10,613
Total interest from all sources	2012-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$60,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$50,744
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$2,247,011
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$2,196,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in pooled separate accounts at end of year	2012-06-30	$2,091,602
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$2,045,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$124,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$119,984
Net investment gain/loss from pooled separate accounts	2012-06-30	$73,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$153,713
Employer contributions (assets) at end of year	2012-06-30	$31,252
Employer contributions (assets) at beginning of year	2012-06-30	$30,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$226,970
Contract administrator fees	2012-06-30	$10,613
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	ANDERSON ZURMUEHLEN & CO., P.C.
Accountancy firm EIN	2012-06-30	810385940
2011 : BSW, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$594,424
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$49,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$39,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$208,369
Value of total assets at end of year	2011-06-30	$2,196,267
Value of total assets at beginning of year	2011-06-30	$1,651,404
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$10,304
Total interest from all sources	2011-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$59,358
Other income not declared elsewhere	2011-06-30	$2,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$544,863
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$2,196,267
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$1,651,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in pooled separate accounts at end of year	2011-06-30	$2,045,437
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$1,484,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$119,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$138,644
Net investment gain/loss from pooled separate accounts	2011-06-30	$383,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$149,011
Employer contributions (assets) at end of year	2011-06-30	$30,846
Employer contributions (assets) at beginning of year	2011-06-30	$27,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$39,257
Contract administrator fees	2011-06-30	$10,304
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	ANDERSON ZURMUEHLEN & CO., P.C.
Accountancy firm EIN	2011-06-30	810385940
2010 : BSW, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for BSW, INC. RETIREMENT SAVINGS PLAN

2021: BSW, INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2020: BSW, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: BSW, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: BSW, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: BSW, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: BSW, INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: BSW, INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: BSW, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	Yes
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: BSW, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: BSW, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: BSW, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: BSW, INC. RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: BSW, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

062628D

Policy instance

Insurance contract or identification number	062628D
Number of Individuals Covered	346
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

998867

Policy instance

Insurance contract or identification number	998867
Number of Individuals Covered	342
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $7,452
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,726
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

998867

Policy instance

Insurance contract or identification number	998867
Number of Individuals Covered	329
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $6,448
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,224
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

998867

Policy instance

Insurance contract or identification number	998867
Number of Individuals Covered	314
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $5,947
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,974
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

998867

Policy instance

Insurance contract or identification number	998867
Number of Individuals Covered	337
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $6,180
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

998867

Policy instance

Insurance contract or identification number	998867
Number of Individuals Covered	347
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $6,914
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,457
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3
Insurance broker name	NORTHWESTERN MUTUAL INVESTMENT SVCS

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

998867

Policy instance

Insurance contract or identification number	998867
Number of Individuals Covered	217
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $7,672
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,836
Insurance broker organization code?	3
Insurance broker name	NORTHWESTERN MUTUAL INVESTMENT SVCS

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

998867

Policy instance

Insurance contract or identification number	998867
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $6,946
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 $2,244
Insurance broker organization code?	3
Insurance broker name	NORTHWESTERN MUTUAL INVESTMENT SVCS

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

998867

Policy instance

Insurance contract or identification number	998867
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $6,037
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
Other information about contract	N/A
Commission paid to Insurance Broker	USD $6,037
Insurance broker organization code?	3
Insurance broker name	D A DAVIDSON & CO OF IDAHO INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

998867

Policy instance

Insurance contract or identification number	998867
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $5,207
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
Other information about contract	N/A

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

998867

Policy instance

Insurance contract or identification number	998867
Number of Individuals Covered	232
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $4,921
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
Other information about contract	N/A

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Company Name:	BSW, INC
Employer identification number (EIN):	810299560
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations