401k Plan data: RETIRE READY 401(K) PLAN plan

RETIRE READY 401(K) PLAN 401k Plan overview

Plan Name	RETIRE READY 401(K) PLAN
Plan identification number	001

RETIRE READY 401(K) 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NU SKIN ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name: NU SKIN ENTERPRISES, INC.

Employer identification number (EIN): 870565309

NAIC Classification: 424990
NAIC Description: Other Miscellaneous Nondurable Goods Merchant Wholesalers

Additional information about NU SKIN ENTERPRISES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2012-10-09

Company Identification Number: P12000085128

Legal Registered Office Address: 101 N RIVERSIDE DR

POMPANO BEACH

33062

More information about NU SKIN ENTERPRISES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIRE READY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ELAINE SCHURTER ELAINE SCHURTER 2018-07-31
001 2016-01-01 MARK ADAMS ELAINE SCHURTER 2017-10-10
001 2015-01-01 MARK ADAMS ELAINE SCHURTER 2016-09-29
001 2014-01-01 ELAINE SCHURTER MARK ADAMS 2015-07-29
001 2013-01-01 ELAINE SCHURTER MARK ADAMS 2014-10-27
001 2012-01-01 ELAINE SCHURTER MARK ADAMS 2013-10-07
001 2011-01-01 ELAINE SCHURTER MARK ADAMS 2012-08-10
001 2009-01-01 MARK ADAMS MARK ADAMS 2010-07-28

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ELAINE SCHURTER	ELAINE SCHURTER	2018-07-31
001	2016-01-01	MARK ADAMS	ELAINE SCHURTER	2017-10-10
001	2015-01-01	MARK ADAMS	ELAINE SCHURTER	2016-09-29
001	2014-01-01	ELAINE SCHURTER	MARK ADAMS	2015-07-29
001	2013-01-01	ELAINE SCHURTER	MARK ADAMS	2014-10-27
001	2012-01-01	ELAINE SCHURTER	MARK ADAMS	2013-10-07
001	2011-01-01	ELAINE SCHURTER	MARK ADAMS	2012-08-10
001	2009-01-01	MARK ADAMS	MARK ADAMS	2010-07-28

Plan Statistics for RETIRE READY 401(K) PLAN

401k plan membership statisitcs for RETIRE READY 401(K) PLAN

Measure Date Value
2022: RETIRE READY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,773
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,630
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 675
Total of all active and inactive participants 2022-01-01 2,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 4
Total participants 2022-01-01 2,312
Number of participants with account balances 2022-01-01 2,190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 261
2021: RETIRE READY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,629
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2,047
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 591
Total of all active and inactive participants 2021-01-01 2,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 2,643
Number of participants with account balances 2021-01-01 2,429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 226
2020: RETIRE READY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,442
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,900
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 576
Total of all active and inactive participants 2020-01-01 2,479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 2,481
Number of participants with account balances 2020-01-01 2,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 204
2019: RETIRE READY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,191
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,499
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 491
Total of all active and inactive participants 2019-01-01 1,993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 1,994
Number of participants with account balances 2019-01-01 1,915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 331
2018: RETIRE READY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,037
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,718
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 369
Total of all active and inactive participants 2018-01-01 2,090
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 4
Total participants 2018-01-01 2,094
Number of participants with account balances 2018-01-01 2,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 363
2017: RETIRE READY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,807
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,640
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 333
Total of all active and inactive participants 2017-01-01 1,974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 1,977
Number of participants with account balances 2017-01-01 1,936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 315
2016: RETIRE READY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,874
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,501
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 281
Total of all active and inactive participants 2016-01-01 1,783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 3
Total participants 2016-01-01 1,786
Number of participants with account balances 2016-01-01 1,743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 386
2015: RETIRE READY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,755
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,563
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 265
Total of all active and inactive participants 2015-01-01 1,828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 1,830
Number of participants with account balances 2015-01-01 1,797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 356
2014: RETIRE READY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,688
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,483
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 236
Total of all active and inactive participants 2014-01-01 1,719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 1,721
Number of participants with account balances 2014-01-01 1,690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 384
2013: RETIRE READY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,457
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,427
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 209
Total of all active and inactive participants 2013-01-01 1,636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 1,638
Number of participants with account balances 2013-01-01 1,616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 236
2012: RETIRE READY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,292
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,258
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 187
Total of all active and inactive participants 2012-01-01 1,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 1,447
Number of participants with account balances 2012-01-01 1,428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 196
2011: RETIRE READY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,260
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,136
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 174
Total of all active and inactive participants 2011-01-01 1,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 1,312
Number of participants with account balances 2011-01-01 1,270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 107
2009: RETIRE READY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,354
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,190
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 531
Total of all active and inactive participants 2009-01-01 1,721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 1,722
Number of participants with account balances 2009-01-01 1,339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 294

Measure	Date	Value
2022: RETIRE READY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,773
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,630
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	675
Total of all active and inactive participants	2022-01-01	2,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	4
Total participants	2022-01-01	2,312
Number of participants with account balances	2022-01-01	2,190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	261
2021: RETIRE READY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,629
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,047
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	591
Total of all active and inactive participants	2021-01-01	2,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	2,643
Number of participants with account balances	2021-01-01	2,429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	226
2020: RETIRE READY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,442
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,900
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	576
Total of all active and inactive participants	2020-01-01	2,479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	2,481
Number of participants with account balances	2020-01-01	2,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	204
2019: RETIRE READY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,191
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,499
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	491
Total of all active and inactive participants	2019-01-01	1,993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	1,994
Number of participants with account balances	2019-01-01	1,915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	331
2018: RETIRE READY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,037
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,718
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	369
Total of all active and inactive participants	2018-01-01	2,090
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	4
Total participants	2018-01-01	2,094
Number of participants with account balances	2018-01-01	2,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	363
2017: RETIRE READY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,807
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,640
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	333
Total of all active and inactive participants	2017-01-01	1,974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	1,977
Number of participants with account balances	2017-01-01	1,936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	315
2016: RETIRE READY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,874
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,501
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	281
Total of all active and inactive participants	2016-01-01	1,783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	3
Total participants	2016-01-01	1,786
Number of participants with account balances	2016-01-01	1,743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	386
2015: RETIRE READY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,755
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,563
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	265
Total of all active and inactive participants	2015-01-01	1,828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	1,830
Number of participants with account balances	2015-01-01	1,797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	356
2014: RETIRE READY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,688
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,483
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	236
Total of all active and inactive participants	2014-01-01	1,719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	1,721
Number of participants with account balances	2014-01-01	1,690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	384
2013: RETIRE READY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,457
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,427
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	209
Total of all active and inactive participants	2013-01-01	1,636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	1,638
Number of participants with account balances	2013-01-01	1,616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	236
2012: RETIRE READY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,292
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,258
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	187
Total of all active and inactive participants	2012-01-01	1,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	1,447
Number of participants with account balances	2012-01-01	1,428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	196
2011: RETIRE READY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,260
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,136
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	174
Total of all active and inactive participants	2011-01-01	1,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	1,312
Number of participants with account balances	2011-01-01	1,270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	107
2009: RETIRE READY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,354
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,190
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	531
Total of all active and inactive participants	2009-01-01	1,721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	1,722
Number of participants with account balances	2009-01-01	1,339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	294

Financial Data on RETIRE READY 401(K) PLAN

Measure	Date	Value
2022 : RETIRE READY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-20,235,810
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$21,439,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$21,191,351
Expenses. Certain deemed distributions of participant loans	2022-12-31	$10,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$19,618,179
Value of total assets at end of year	2022-12-31	$198,700,578
Value of total assets at beginning of year	2022-12-31	$240,375,810
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$237,637
Total interest from all sources	2022-12-31	$464,367
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$894,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$894,288
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$10,949,635
Participant contributions at end of year	2022-12-31	$1,814,397
Participant contributions at beginning of year	2022-12-31	$2,565,186
Participant contributions at end of year	2022-12-31	$31,861
Participant contributions at beginning of year	2022-12-31	$4,944
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$4,226,227
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$4,620
Other income not declared elsewhere	2022-12-31	$15,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-41,675,232
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$198,700,578
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$240,375,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$69,494,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$96,251,575
Value of interest in pooled separate accounts at end of year	2022-12-31	$104,061,553
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$124,354,257
Interest on participant loans	2022-12-31	$81,433
Interest earned on other investments	2022-12-31	$382,934
Value of interest in common/collective trusts at end of year	2022-12-31	$5,658,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$17,621,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$17,199,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-21,306,800
Net investment gain/loss from pooled separate accounts	2022-12-31	$-20,024,721
Net investment gain or loss from common/collective trusts	2022-12-31	$102,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$4,442,317
Employer contributions (assets) at end of year	2022-12-31	$17,806
Employer contributions (assets) at beginning of year	2022-12-31	$54
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$21,186,731
Contract administrator fees	2022-12-31	$237,637
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	TANNER LLC
Accountancy firm EIN	2022-12-31	202253063
2021 : RETIRE READY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$48,469,089
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$20,713,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$20,426,065
Expenses. Certain deemed distributions of participant loans	2021-12-31	$36,555
Value of total corrective distributions	2021-12-31	$366
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$16,602,645
Value of total assets at end of year	2021-12-31	$240,375,810
Value of total assets at beginning of year	2021-12-31	$212,620,566
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$250,859
Total interest from all sources	2021-12-31	$500,140
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$822,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$822,051
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$10,535,332
Participant contributions at end of year	2021-12-31	$2,565,186
Participant contributions at beginning of year	2021-12-31	$2,494,062
Participant contributions at end of year	2021-12-31	$4,944
Participant contributions at beginning of year	2021-12-31	$19,588
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,773,374
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$20,445
Other income not declared elsewhere	2021-12-31	$19,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$27,755,244
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$240,375,810
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$212,620,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$96,251,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$86,945,800
Value of interest in pooled separate accounts at end of year	2021-12-31	$124,354,257
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$104,399,774
Interest on participant loans	2021-12-31	$102,078
Interest earned on other investments	2021-12-31	$398,062
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$17,199,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$18,723,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$13,802,981
Net investment gain/loss from pooled separate accounts	2021-12-31	$16,721,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$4,293,939
Employer contributions (assets) at end of year	2021-12-31	$54
Employer contributions (assets) at beginning of year	2021-12-31	$37,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$20,405,620
Contract administrator fees	2021-12-31	$250,859
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	TANNER LLC
Accountancy firm EIN	2021-12-31	202253063
2020 : RETIRE READY 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$4,925,852
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$45,756,261
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$14,090,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$13,882,036
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$3,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$14,706,890
Value of total assets at end of year	2020-12-31	$212,620,566
Value of total assets at beginning of year	2020-12-31	$176,028,652
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$205,002
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$547,292
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$861,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$861,162
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$9,240,446
Participant contributions at end of year	2020-12-31	$2,494,062
Participant contributions at beginning of year	2020-12-31	$2,545,384
Participant contributions at end of year	2020-12-31	$19,588
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,265,445
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$2,398
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$12,423
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$31,666,062
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$212,620,566
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$176,028,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$86,945,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$71,757,952
Value of interest in pooled separate accounts at end of year	2020-12-31	$104,399,774
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$85,895,194
Interest on participant loans	2020-12-31	$119,295
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$427,997
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$18,723,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$15,830,130
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$17,010,494
Net investment gain/loss from pooled separate accounts	2020-12-31	$12,618,000
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$4,200,999
Employer contributions (assets) at end of year	2020-12-31	$37,388
Employer contributions (assets) at beginning of year	2020-12-31	$-8
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$13,879,638
Contract administrator fees	2020-12-31	$205,002
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	TANNER LLC
Accountancy firm EIN	2020-12-31	202253063
2019 : RETIRE READY 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$45,042,523
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$16,664,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$16,311,636
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$11,987,296
Value of total assets at end of year	2019-12-31	$176,028,652
Value of total assets at beginning of year	2019-12-31	$147,651,121
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$353,356
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$499,980
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$921,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$921,774
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$7,828,893
Participant contributions at end of year	2019-12-31	$2,545,384
Participant contributions at beginning of year	2019-12-31	$2,699,508
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$277,649
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$931,971
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$1,477
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$21,451
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$28,377,531
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$176,028,652
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$147,651,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$71,757,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$43,390,450
Value of interest in pooled separate accounts at end of year	2019-12-31	$85,895,194
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$86,714,755
Interest on participant loans	2019-12-31	$118,770
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$381,210
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$15,830,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$14,349,448
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$14,085,747
Net investment gain/loss from pooled separate accounts	2019-12-31	$17,526,275
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$3,226,432
Employer contributions (assets) at end of year	2019-12-31	$-8
Employer contributions (assets) at beginning of year	2019-12-31	$219,311
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$16,310,159
Contract administrator fees	2019-12-31	$353,356
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	TANNER LLC
Accountancy firm EIN	2019-12-31	202253063
2018 : RETIRE READY 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	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	$4,205,468
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$11,783,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$11,481,473
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$12,754,493
Value of total assets at end of year	2018-12-31	$147,651,121
Value of total assets at beginning of year	2018-12-31	$155,228,674
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$301,548
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$477,362
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$617,559
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	$617,559
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Amount of non-exempt transactions with any party-in-interest	2018-12-31	$0
Contributions received from participants	2018-12-31	$8,158,656
Participant contributions at end of year	2018-12-31	$2,699,508
Participant contributions at beginning of year	2018-12-31	$2,603,550
Participant contributions at end of year	2018-12-31	$277,649
Participant contributions at beginning of year	2018-12-31	$238,273
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,017,283
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$329
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$452
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-7,577,553
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$147,651,121
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$155,228,674
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$43,390,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$44,164,006
Value of interest in pooled separate accounts at end of year	2018-12-31	$86,714,755
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$92,495,130
Interest on participant loans	2018-12-31	$108,351
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$369,011
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$14,349,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$15,517,798
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,234,570
Net investment gain/loss from pooled separate accounts	2018-12-31	$-7,409,376
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Net gain/loss from 103.12 investment entities	2018-12-31	$0
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	Yes
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	$3,578,554
Employer contributions (assets) at end of year	2018-12-31	$219,311
Employer contributions (assets) at beginning of year	2018-12-31	$209,917
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$11,481,144
Contract administrator fees	2018-12-31	$301,096
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
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
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
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	TANNER LLC
Accountancy firm EIN	2018-12-31	202253063
2017 : RETIRE READY 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	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
Expenses. Interest paid	2017-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$34,213,655
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$6,890,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$6,743,952
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$2,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$11,040,350
Value of total assets at end of year	2017-12-31	$155,228,674
Value of total assets at beginning of year	2017-12-31	$127,905,184
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$143,594
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$442,318
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$540,287
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	$540,287
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Amount of non-exempt transactions with any party-in-interest	2017-12-31	$0
Contributions received from participants	2017-12-31	$7,290,172
Participant contributions at end of year	2017-12-31	$2,603,550
Participant contributions at beginning of year	2017-12-31	$2,985,382
Participant contributions at end of year	2017-12-31	$238,273
Participant contributions at beginning of year	2017-12-31	$220,581
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$542,391
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$1,152
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$17
Administrative expenses (other) incurred	2017-12-31	$11
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$27,323,490
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$155,228,674
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$127,905,184
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$44,164,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$36,612,007
Value of interest in pooled separate accounts at end of year	2017-12-31	$92,495,130
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$72,358,331
Interest on participant loans	2017-12-31	$100,107
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$342,211
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$15,517,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$15,544,800
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$7,127,687
Net investment gain/loss from pooled separate accounts	2017-12-31	$15,062,996
Net investment gain or loss from common/collective trusts	2017-12-31	$0
Net gain/loss from 103.12 investment entities	2017-12-31	$0
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	$3,207,787
Employer contributions (assets) at end of year	2017-12-31	$209,917
Employer contributions (assets) at beginning of year	2017-12-31	$184,083
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$6,742,800
Contract administrator fees	2017-12-31	$143,583
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
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
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
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	TANNER LLC
Accountancy firm EIN	2017-12-31	202253063
2016 : RETIRE READY 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	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
Expenses. Interest paid	2016-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$18,394,619
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$7,958,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$7,713,959
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$9,655,108
Value of total assets at end of year	2016-12-31	$127,905,184
Value of total assets at beginning of year	2016-12-31	$117,469,030
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$244,506
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$395,000
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$457,737
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	$457,737
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Amount of non-exempt transactions with any party-in-interest	2016-12-31	$0
Contributions received from participants	2016-12-31	$6,492,148
Participant contributions at end of year	2016-12-31	$2,985,382
Participant contributions at beginning of year	2016-12-31	$2,873,155
Participant contributions at end of year	2016-12-31	$220,581
Participant contributions at beginning of year	2016-12-31	$191,402
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$398,567
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$333
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$1,426
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$10,436,154
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$127,905,184
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$117,469,030
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$36,612,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$35,998,399
Value of interest in pooled separate accounts at end of year	2016-12-31	$72,358,331
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$64,527,685
Interest on participant loans	2016-12-31	$94,393
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$300,607
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$13,693,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$15,544,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,460,839
Net investment gain/loss from pooled separate accounts	2016-12-31	$6,512,814
Net investment gain or loss from common/collective trusts	2016-12-31	$-86,879
Net gain/loss from 103.12 investment entities	2016-12-31	$0
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	$2,764,393
Employer contributions (assets) at end of year	2016-12-31	$184,083
Employer contributions (assets) at beginning of year	2016-12-31	$185,389
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$7,713,626
Contract administrator fees	2016-12-31	$243,080
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
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
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
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	TANNER LLC
Accountancy firm EIN	2016-12-31	202253063
2015 : RETIRE READY 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	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	$10,709,104
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$4,698,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$4,506,078
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$9,535,238
Value of total assets at end of year	2015-12-31	$117,469,030
Value of total assets at beginning of year	2015-12-31	$111,458,378
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$192,374
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$87,937
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$709,183
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	$709,183
Administrative expenses professional fees incurred	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Amount of non-exempt transactions with any party-in-interest	2015-12-31	$0
Contributions received from participants	2015-12-31	$6,319,442
Participant contributions at end of year	2015-12-31	$2,873,155
Participant contributions at beginning of year	2015-12-31	$2,638,448
Participant contributions at end of year	2015-12-31	$191,402
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$369,149
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$478
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$7
Administrative expenses (other) incurred	2015-12-31	$569
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$6,010,652
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$117,469,030
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$111,458,378
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$35,998,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$34,619,270
Value of interest in pooled separate accounts at end of year	2015-12-31	$64,527,685
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$61,601,996
Interest on participant loans	2015-12-31	$87,937
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$0
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$13,693,000
Value of interest in common/collective trusts at beginning of year	2015-12-31	$12,598,664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$297,046
Net investment gain/loss from pooled separate accounts	2015-12-31	$206,199
Net investment gain or loss from common/collective trusts	2015-12-31	$-126,506
Net gain/loss from 103.12 investment entities	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$2,846,647
Employer contributions (assets) at end of year	2015-12-31	$185,389
Employer contributions (assets) at beginning of year	2015-12-31	$0
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$4,505,600
Contract administrator fees	2015-12-31	$191,805
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
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
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
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	TANNER LLC
Accountancy firm EIN	2015-12-31	202253063
2014 : RETIRE READY 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	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	$15,541,172
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,064,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,025,426
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$8,939,497
Value of total assets at end of year	2014-12-31	$111,458,378
Value of total assets at beginning of year	2014-12-31	$98,981,300
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$38,668
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$78,927
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$450,350
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	$450,350
Administrative expenses professional fees incurred	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Amount of non-exempt transactions with any party-in-interest	2014-12-31	$0
Contributions received from participants	2014-12-31	$5,757,991
Participant contributions at end of year	2014-12-31	$2,638,448
Participant contributions at beginning of year	2014-12-31	$2,027,705
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$466,188
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$1,965
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$208
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$12,477,078
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$111,458,378
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$98,981,300
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2014-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$34,619,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$27,348,694
Value of interest in pooled separate accounts at end of year	2014-12-31	$61,601,996
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$52,681,347
Interest on participant loans	2014-12-31	$78,927
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$12,598,664
Value of interest in common/collective trusts at beginning of year	2014-12-31	$10,751,104
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,459,147
Net investment gain/loss from pooled separate accounts	2014-12-31	$3,519,548
Net investment gain or loss from common/collective trusts	2014-12-31	$93,703
Net gain/loss from 103.12 investment entities	2014-12-31	$0
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	$2,715,318
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$6,172,450
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,023,461
Contract administrator fees	2014-12-31	$38,460
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
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
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
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	TANNER LLC
Accountancy firm EIN	2014-12-31	202253063
2013 : RETIRE READY 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$0
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	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	$29,240,768
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$3,486,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,456,621
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$14,323,007
Value of total assets at end of year	2013-12-31	$98,981,300
Value of total assets at beginning of year	2013-12-31	$73,227,142
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$29,989
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$63,798
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$228,791
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	$228,791
Administrative expenses professional fees incurred	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	No
Value of fidelity bond cover	2013-12-31	$0
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Amount of non-exempt transactions with any party-in-interest	2013-12-31	$0
Contributions received from participants	2013-12-31	$5,134,704
Participant contributions at end of year	2013-12-31	$2,027,705
Participant contributions at beginning of year	2013-12-31	$1,763,862
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$1,286
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$641,573
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$336
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$2,164
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$25,754,158
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$98,981,300
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$73,227,142
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$27,348,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$19,800,289
Value of interest in pooled separate accounts at end of year	2013-12-31	$52,681,347
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$37,576,416
Interest on participant loans	2013-12-31	$63,798
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$0
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$10,751,104
Value of interest in common/collective trusts at beginning of year	2013-12-31	$10,584,804
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,778,086
Net investment gain/loss from pooled separate accounts	2013-12-31	$9,901,675
Net investment gain or loss from common/collective trusts	2013-12-31	$-54,589
Net gain/loss from 103.12 investment entities	2013-12-31	$0
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	$8,546,730
Employer contributions (assets) at end of year	2013-12-31	$6,172,450
Employer contributions (assets) at beginning of year	2013-12-31	$3,500,485
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,456,285
Contract administrator fees	2013-12-31	$27,825
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
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
Aggregate proceeds on sale of assets	2013-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
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	TANNER LLC
Accountancy firm EIN	2013-12-31	202253063
2012 : RETIRE READY 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$0
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	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	$18,150,527
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$3,487,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,470,327
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$10,753,440
Value of total assets at end of year	2012-12-31	$73,227,142
Value of total assets at beginning of year	2012-12-31	$58,564,334
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$17,392
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$51,964
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$451,019
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	$451,019
Administrative expenses professional fees incurred	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Amount of non-exempt transactions with any party-in-interest	2012-12-31	$0
Contributions received from participants	2012-12-31	$4,638,901
Participant contributions at end of year	2012-12-31	$1,763,862
Participant contributions at beginning of year	2012-12-31	$1,433,911
Participant contributions at end of year	2012-12-31	$1,286
Participant contributions at beginning of year	2012-12-31	$1,503
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$364,829
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$666
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$1,777
Liabilities. Value of operating payables at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$14,662,808
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$73,227,142
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$58,564,334
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2012-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2012-12-31	$0
Investment advisory and management fees	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$19,800,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$16,258,634
Value of interest in pooled separate accounts at end of year	2012-12-31	$37,576,416
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$28,403,045
Interest on participant loans	2012-12-31	$51,964
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$0
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$0
Value of interest in common/collective trusts at end of year	2012-12-31	$10,584,804
Value of interest in common/collective trusts at beginning of year	2012-12-31	$10,228,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,818,483
Net investment gain/loss from pooled separate accounts	2012-12-31	$4,989,167
Net investment gain or loss from common/collective trusts	2012-12-31	$86,454
Net gain/loss from 103.12 investment entities	2012-12-31	$0
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	$5,749,710
Employer contributions (assets) at end of year	2012-12-31	$3,500,485
Employer contributions (assets) at beginning of year	2012-12-31	$2,238,925
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,469,661
Contract administrator fees	2012-12-31	$15,615
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
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
Aggregate proceeds on sale of assets	2012-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
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	TANNER LLC
Accountancy firm EIN	2012-12-31	202253063
2011 : RETIRE READY 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	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	$7,619,491
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,787,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,771,580
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$8,748,472
Value of total assets at end of year	2011-12-31	$58,564,334
Value of total assets at beginning of year	2011-12-31	$52,732,161
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$15,738
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$51,026
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$209,833
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	$209,833
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Amount of non-exempt transactions with any party-in-interest	2011-12-31	$0
Contributions received from participants	2011-12-31	$4,357,384
Participant contributions at end of year	2011-12-31	$1,433,911
Participant contributions at beginning of year	2011-12-31	$1,411,267
Participant contributions at end of year	2011-12-31	$1,503
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$182,523
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$2,465
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$2,209
Liabilities. Value of operating payables at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$5,832,173
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$58,564,334
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$52,732,161
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2011-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$16,258,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$13,916,137
Value of interest in pooled separate accounts at end of year	2011-12-31	$28,403,045
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$27,504,571
Interest on participant loans	2011-12-31	$51,026
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$0
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$10,228,316
Value of interest in common/collective trusts at beginning of year	2011-12-31	$9,900,186
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-531,303
Net investment gain/loss from pooled separate accounts	2011-12-31	$-1,066,415
Net investment gain or loss from common/collective trusts	2011-12-31	$207,878
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$4,208,565
Employer contributions (assets) at end of year	2011-12-31	$2,238,925
Employer contributions (assets) at beginning of year	2011-12-31	$0
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,769,115
Contract administrator fees	2011-12-31	$13,529
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
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
Aggregate proceeds on sale of assets	2011-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
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	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2011-12-31	431947695
2010 : RETIRE READY 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	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	$12,403,410
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,181,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,144,446
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$5,937,150
Value of total assets at end of year	2010-12-31	$52,732,161
Value of total assets at beginning of year	2010-12-31	$42,509,929
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$36,732
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$57,319
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$162,648
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	$162,648
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Amount of non-exempt transactions with any party-in-interest	2010-12-31	$0
Contributions received from participants	2010-12-31	$3,914,364
Participant contributions at end of year	2010-12-31	$1,411,267
Participant contributions at beginning of year	2010-12-31	$1,236,504
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$177,241
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$10,232
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$259
Administrative expenses (other) incurred	2010-12-31	$465
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$10,222,232
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$52,732,161
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$42,509,929
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2010-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$13,916,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$10,754,267
Value of interest in pooled separate accounts at end of year	2010-12-31	$27,504,571
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$21,714,889
Interest on participant loans	2010-12-31	$57,319
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$0
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$9,900,186
Value of interest in common/collective trusts at beginning of year	2010-12-31	$8,804,269
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,541,220
Net investment gain/loss from pooled separate accounts	2010-12-31	$4,369,693
Net investment gain or loss from common/collective trusts	2010-12-31	$335,121
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,845,545
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,134,214
Contract administrator fees	2010-12-31	$36,267
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
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
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
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	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2010-12-31	431947695

Form 5500 Responses for RETIRE READY 401(K) PLAN

2022: RETIRE READY 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: RETIRE READY 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RETIRE READY 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RETIRE READY 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RETIRE READY 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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: RETIRE READY 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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: RETIRE READY 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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: RETIRE READY 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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: RETIRE READY 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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: RETIRE READY 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RETIRE READY 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RETIRE READY 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: RETIRE READY 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810147

Policy instance

Insurance contract or identification number	810147
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

316262

Policy instance

Insurance contract or identification number	316262
Number of Individuals Covered	2312
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810147

Policy instance

Insurance contract or identification number	810147
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

316262

Policy instance

Insurance contract or identification number	316262
Number of Individuals Covered	2643
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810147

Policy instance

Insurance contract or identification number	810147
Number of Individuals Covered	2481
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

316262

Policy instance

Insurance contract or identification number	316262
Number of Individuals Covered	2481
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810147

Policy instance

Insurance contract or identification number	810147
Number of Individuals Covered	1994
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

316262

Policy instance

Insurance contract or identification number	316262
Number of Individuals Covered	1994
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

316262

Policy instance

Insurance contract or identification number	316262
Number of Individuals Covered	2094
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
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810147

Policy instance

Insurance contract or identification number	810147
Number of Individuals Covered	2094
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
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

810147

Policy instance

Insurance contract or identification number	810147
Number of Individuals Covered	1977
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

316262

Policy instance

Insurance contract or identification number	316262
Number of Individuals Covered	1977
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

316262

Policy instance

Insurance contract or identification number	316262
Number of Individuals Covered	1830
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

316262

Policy instance

Insurance contract or identification number	316262
Number of Individuals Covered	1721
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

316262

Policy instance

Insurance contract or identification number	316262
Number of Individuals Covered	1638
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

316262

Policy instance

Insurance contract or identification number	316262
Number of Individuals Covered	1447
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $8,626
Total amount of fees paid to insurance company	USD $3,486
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	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 $8,626
Amount paid for insurance broker fees	3486
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL CORPORATION

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

316262

Policy instance

Insurance contract or identification number	316262
Number of Individuals Covered	1312
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $27,095
Total amount of fees paid to insurance company	USD $19,238
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

316262

Policy instance

Insurance contract or identification number	316262
Number of Individuals Covered	1318
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $19,556
Total amount of fees paid to insurance company	USD $23,586
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	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 $18,649
Amount paid for insurance broker fees	3362
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	NRP FINANCIAL INC

Potentially related plans

RETIRE READY FINANCIAL GROUP 401(K) PLAN [EIN = 863555667]

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The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	NU SKIN ENTERPRISES, INC.
Employer identification number (EIN):	870565309
NAIC Classification:	424990
NAIC Description:	Other Miscellaneous Nondurable Goods Merchant Wholesalers

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2012-10-09
Company Identification Number:	P12000085128
Legal Registered Office Address:	101 N RIVERSIDE DR POMPANO BEACH 33062