401k Plan data: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN plan

NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 401k Plan overview

Plan Name	NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN
Plan identification number	002

NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT 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.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NORRIS BEGGS & SIMPSON NORTHWEST LIMITED PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name: NORRIS BEGGS & SIMPSON NORTHWEST LIMITED PARTNERSHIP

Employer identification number (EIN): 931118018

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 L. JAN ROBERTSON
002 2015-01-01 L. JAN ROBERTSON
002 2014-01-01 L. JAN ROBERTSON
002 2013-01-01 L. JAN ROBERTSON
002 2012-01-01 L. JAN ROBERTSON
002 2011-01-01 L. JAN ROBERTSON
002 2010-01-01 JAN ROBERTSON
002 2009-01-01 JAN ROBERTSON

Plan id#	Filing Submission Date	Name of Administrator
002	2016-01-01	L. JAN ROBERTSON
002	2015-01-01	L. JAN ROBERTSON
002	2014-01-01	L. JAN ROBERTSON
002	2013-01-01	L. JAN ROBERTSON
002	2012-01-01	L. JAN ROBERTSON
002	2011-01-01	L. JAN ROBERTSON
002	2010-01-01	JAN ROBERTSON
002	2009-01-01	JAN ROBERTSON

Plan Statistics for NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN

401k plan membership statisitcs for NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN

Measure Date Value
2016: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 255
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 40
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 80
Total of all active and inactive participants 2016-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 121
Number of participants with account balances 2016-01-01 117
2015: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 257
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 163
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 92
Total of all active and inactive participants 2015-01-01 255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 255
Number of participants with account balances 2015-01-01 238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 203
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 54
Total of all active and inactive participants 2014-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 257
Number of participants with account balances 2014-01-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 181
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 44
Total of all active and inactive participants 2013-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 225
Number of participants with account balances 2013-01-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 156
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 44
Total of all active and inactive participants 2012-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 200
Number of participants with account balances 2012-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 18
2011: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 155
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 37
Total of all active and inactive participants 2011-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 192
Number of participants with account balances 2011-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 149
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 29
Total of all active and inactive participants 2010-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 178
Number of participants with account balances 2010-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 148
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 24
Total of all active and inactive participants 2009-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 172
Number of participants with account balances 2009-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	255
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	40
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	80
Total of all active and inactive participants	2016-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	121
Number of participants with account balances	2016-01-01	117
2015: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	257
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	163
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	92
Total of all active and inactive participants	2015-01-01	255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	255
Number of participants with account balances	2015-01-01	238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	203
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	54
Total of all active and inactive participants	2014-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	257
Number of participants with account balances	2014-01-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	181
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	44
Total of all active and inactive participants	2013-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	225
Number of participants with account balances	2013-01-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	156
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	44
Total of all active and inactive participants	2012-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	200
Number of participants with account balances	2012-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	18
2011: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	155
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	37
Total of all active and inactive participants	2011-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	192
Number of participants with account balances	2011-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	149
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	29
Total of all active and inactive participants	2010-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	178
Number of participants with account balances	2010-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	148
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	24
Total of all active and inactive participants	2009-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	172
Number of participants with account balances	2009-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN

Measure	Date	Value
2016 : NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,442,690
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,548,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,541,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$480,081
Value of total assets at end of year	2016-12-31	$15,249,810
Value of total assets at beginning of year	2016-12-31	$17,355,942
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$7,426
Total interest from all sources	2016-12-31	$92,867
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$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
Contributions received from participants	2016-12-31	$474,278
Participant contributions at end of year	2016-12-31	$131,639
Participant contributions at beginning of year	2016-12-31	$216,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-2,106,132
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$15,249,810
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$17,355,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$12,687,553
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$14,284,860
Interest on participant loans	2016-12-31	$6,350
Interest earned on other investments	2016-12-31	$86,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,430,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,854,305
Net investment gain/loss from pooled separate accounts	2016-12-31	$869,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$5,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,541,396
Contract administrator fees	2016-12-31	$7,426
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PERKINS & COMPANY PC
Accountancy firm EIN	2016-12-31	930928924
2015 : NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,251,927
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$750,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$747,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,255,132
Value of total assets at end of year	2015-12-31	$17,355,942
Value of total assets at beginning of year	2015-12-31	$16,854,669
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,875
Total interest from all sources	2015-12-31	$95,197
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
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
Contributions received from participants	2015-12-31	$1,078,093
Participant contributions at end of year	2015-12-31	$216,777
Participant contributions at beginning of year	2015-12-31	$264,848
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$155,462
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	$501,273
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$17,355,942
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$16,854,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$14,284,860
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$13,931,203
Interest on participant loans	2015-12-31	$7,193
Interest earned on other investments	2015-12-31	$88,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,854,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,658,618
Net investment gain/loss from pooled separate accounts	2015-12-31	$-98,402
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	$21,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$747,779
Contract administrator fees	2015-12-31	$2,875
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PERKINS & COMPANY PC
Accountancy firm EIN	2015-12-31	930928924
2014 : NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,323,660
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$644,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$641,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,048,387
Value of total assets at end of year	2014-12-31	$16,854,669
Value of total assets at beginning of year	2014-12-31	$15,175,632
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,730
Total interest from all sources	2014-12-31	$101,918
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
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
Contributions received from participants	2014-12-31	$986,216
Participant contributions at end of year	2014-12-31	$264,848
Participant contributions at beginning of year	2014-12-31	$171,792
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$43,026
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	$1,679,037
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$16,854,669
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$15,175,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$13,931,203
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$12,735,417
Interest on participant loans	2014-12-31	$5,547
Interest earned on other investments	2014-12-31	$96,371
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,658,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,268,423
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,173,355
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	Yes
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	$19,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$641,893
Contract administrator fees	2014-12-31	$2,730
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PERKINS & COMPANY PC
Accountancy firm EIN	2014-12-31	930928924
2013 : NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,160,151
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,495,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,492,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$943,665
Value of total assets at end of year	2013-12-31	$15,175,632
Value of total assets at beginning of year	2013-12-31	$12,510,575
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,588
Total interest from all sources	2013-12-31	$86,544
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
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
Contributions received from participants	2013-12-31	$908,102
Participant contributions at end of year	2013-12-31	$171,792
Participant contributions at beginning of year	2013-12-31	$176,858
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$29,057
Other income not declared elsewhere	2013-12-31	$159
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	$2,665,057
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$15,175,632
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,510,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$12,735,417
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$10,615,819
Interest on participant loans	2013-12-31	$5,773
Interest earned on other investments	2013-12-31	$80,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,268,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,717,898
Net investment gain/loss from pooled separate accounts	2013-12-31	$3,129,783
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	Yes
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	$6,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,492,506
Contract administrator fees	2013-12-31	$2,588
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PERKINS & COMPANY, PC
Accountancy firm EIN	2013-12-31	930928924
2012 : NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,300,246
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$877,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$875,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$819,953
Value of total assets at end of year	2012-12-31	$12,510,575
Value of total assets at beginning of year	2012-12-31	$11,087,424
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,971
Total interest from all sources	2012-12-31	$69,373
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
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
Contributions received from participants	2012-12-31	$811,919
Participant contributions at end of year	2012-12-31	$176,858
Participant contributions at beginning of year	2012-12-31	$227,901
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$4,452
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	$1,423,151
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,510,575
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$11,087,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$10,615,819
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$9,255,687
Interest on participant loans	2012-12-31	$6,454
Interest earned on other investments	2012-12-31	$62,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,717,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,603,836
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,410,920
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	$3,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$875,124
Contract administrator fees	2012-12-31	$1,971
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PERKINS & COMPANY, PC
Accountancy firm EIN	2012-12-31	930928924
2011 : NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$914,789
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$266,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$265,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$831,572
Value of total assets at end of year	2011-12-31	$11,087,424
Value of total assets at beginning of year	2011-12-31	$10,439,634
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,446
Total interest from all sources	2011-12-31	$64,381
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$1,446
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
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
Contributions received from participants	2011-12-31	$738,341
Participant contributions at end of year	2011-12-31	$227,901
Participant contributions at beginning of year	2011-12-31	$214,628
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$89,071
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	$647,790
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$11,087,424
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,439,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$9,255,687
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$8,843,259
Interest on participant loans	2011-12-31	$6,967
Interest earned on other investments	2011-12-31	$57,414
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,603,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,381,747
Net investment gain/loss from pooled separate accounts	2011-12-31	$18,836
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	$4,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$265,553
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PERKINS & COMPANY, PC
Accountancy firm EIN	2011-12-31	930928924
2010 : NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,016,662
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$481,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$480,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$719,756
Value of total assets at end of year	2010-12-31	$10,439,634
Value of total assets at beginning of year	2010-12-31	$8,904,779
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,647
Total interest from all sources	2010-12-31	$55,166
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
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
Contributions received from participants	2010-12-31	$672,113
Participant contributions at end of year	2010-12-31	$214,628
Participant contributions at beginning of year	2010-12-31	$108,444
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$47,643
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	$1,534,855
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,439,634
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,904,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$8,843,259
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$7,485,698
Interest on participant loans	2010-12-31	$5,054
Interest earned on other investments	2010-12-31	$50,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,381,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,310,637
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$480,160
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,241,740
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
Contract administrator fees	2010-12-31	$1,647
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PERKINS & COMPANY, PC
Accountancy firm EIN	2010-12-31	930928924
2009 : NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN

2016: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: NORRIS BEGGS & SIMPSON TAX DEFERRED INVESTMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple 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

800923

Policy instance

Insurance contract or identification number	800923
Number of Individuals Covered	255
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
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

800923

Policy instance

Insurance contract or identification number	800923
Number of Individuals Covered	257
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
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

800923

Policy instance

Insurance contract or identification number	800923
Number of Individuals Covered	225
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
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

800923

Policy instance

Insurance contract or identification number	800923
Number of Individuals Covered	200
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

800923

Policy instance

Insurance contract or identification number	800923
Number of Individuals Covered	192
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

800923

Policy instance

Insurance contract or identification number	800923
Number of Individuals Covered	178
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	NORRIS BEGGS & SIMPSON NORTHWEST LIMITED PARTNERSHIP
Employer identification number (EIN):	931118018
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers