401k Plan data: WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN plan

WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan Name	WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN
Plan identification number	001

WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WESTERN NATIONAL PROPERTY MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name: WESTERN NATIONAL PROPERTY MANAGEMENT

Employer identification number (EIN): 952316285

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01
001 2013-01-01
001 2012-01-01 PATRICIA FINN
001 2011-01-01 PATRICIA FINN
001 2009-01-01 PATRICIA FINN

Plan Statistics for WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN

Measure Date Value
2014: WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,271
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,113
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 199
Total of all active and inactive participants 2014-01-01 1,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,312
Number of participants with account balances 2014-01-01 618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 22
2013: WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,322
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 966
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 306
Total of all active and inactive participants 2013-01-01 1,272
Total participants 2013-01-01 1,272
Number of participants with account balances 2013-01-01 658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 11
2012: WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,322
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 966
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 306
Total of all active and inactive participants 2012-01-01 1,272
Total participants 2012-01-01 1,272
Number of participants with account balances 2012-01-01 658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 11
2011: WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,233
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,008
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 300
Total of all active and inactive participants 2011-01-01 1,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,308
Number of participants with account balances 2011-01-01 652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2009: WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,231
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 913
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 308
Total of all active and inactive participants 2009-01-01 1,221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,221
Number of participants with account balances 2009-01-01 608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 11

Measure	Date	Value
2014: WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,271
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,113
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	199
Total of all active and inactive participants	2014-01-01	1,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,312
Number of participants with account balances	2014-01-01	618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	22
2013: WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,322
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	966
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	306
Total of all active and inactive participants	2013-01-01	1,272
Total participants	2013-01-01	1,272
Number of participants with account balances	2013-01-01	658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	11
2012: WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,322
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	966
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	306
Total of all active and inactive participants	2012-01-01	1,272
Total participants	2012-01-01	1,272
Number of participants with account balances	2012-01-01	658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	11
2011: WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,233
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,008
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	300
Total of all active and inactive participants	2011-01-01	1,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,308
Number of participants with account balances	2011-01-01	652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2009: WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,231
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	913
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	308
Total of all active and inactive participants	2009-01-01	1,221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,221
Number of participants with account balances	2009-01-01	608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	11

Financial Data on WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN

Measure	Date	Value
2014 : WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$2,810,688
Total of all expenses incurred	2014-12-31	$1,020,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$943,539
Expenses. Certain deemed distributions of participant loans	2014-12-31	$35,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,929,644
Value of total assets at end of year	2014-12-31	$17,121,149
Value of total assets at beginning of year	2014-12-31	$15,331,213
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$41,262
Total interest from all sources	2014-12-31	$1,075,767
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	$5,000,000
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	$1,257,019
Participant contributions at end of year	2014-12-31	$674,496
Participant contributions at beginning of year	2014-12-31	$510,437
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$381,900
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	$1,789,936
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$17,121,149
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$15,331,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$14,683,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$13,091,644
Interest on participant loans	2014-12-31	$26,783
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1,048,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,763,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,729,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-194,723
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	$290,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$943,539
Contract administrator fees	2014-12-31	$41,262
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	LESLEY,THOMAS,SCHWARZ & POSTMA,INC.
Accountancy firm EIN	2014-12-31	953864890
2013 : WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$3,489,143
Total of all expenses incurred	2013-12-31	$1,309,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,220,096
Expenses. Certain deemed distributions of participant loans	2013-12-31	$56,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,322,943
Value of total assets at end of year	2013-12-31	$15,331,213
Value of total assets at beginning of year	2013-12-31	$13,151,373
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$32,391
Total interest from all sources	2013-12-31	$689,992
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	$5,000,000
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	$1,047,000
Participant contributions at end of year	2013-12-31	$510,437
Participant contributions at beginning of year	2013-12-31	$506,155
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$37,828
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	$2,179,840
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$15,331,213
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$13,151,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$13,091,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$10,882,680
Interest on participant loans	2013-12-31	$24,824
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$665,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,729,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,762,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,476,208
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	$238,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,220,096
Contract administrator fees	2013-12-31	$32,391
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	LESLEY,THOMAS,SCHWARZ & POSTMA,INC.
Accountancy firm EIN	2013-12-31	953864890
2012 : WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$2,680,728
Total of all expenses incurred	2012-12-31	$867,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$809,713
Expenses. Certain deemed distributions of participant loans	2012-12-31	$32,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,449,995
Value of total assets at end of year	2012-12-31	$13,151,373
Value of total assets at beginning of year	2012-12-31	$11,338,461
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$25,728
Total interest from all sources	2012-12-31	$302,667
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	$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
Contributions received from participants	2012-12-31	$920,683
Participant contributions at end of year	2012-12-31	$506,155
Participant contributions at beginning of year	2012-12-31	$350,796
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$298,048
Other income not declared elsewhere	2012-12-31	$661
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	$1,812,912
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$13,151,373
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$11,338,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$10,882,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$9,170,300
Interest on participant loans	2012-12-31	$19,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$282,706
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,762,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,817,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$927,405
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	Yes
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	$231,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$809,713
Contract administrator fees	2012-12-31	$25,728
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	WRIGHT, FORD, YOUNG & CO.
Accountancy firm EIN	2012-12-31	953288054
2011 : WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN 2011 401k financial data
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	$948,902
Total of all expenses incurred	2011-12-31	$517,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$500,772
Expenses. Certain deemed distributions of participant loans	2011-12-31	$410
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,125,404
Value of total assets at end of year	2011-12-31	$11,338,461
Value of total assets at beginning of year	2011-12-31	$10,907,098
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$16,357
Total interest from all sources	2011-12-31	$253,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
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
Contributions received from participants	2011-12-31	$859,425
Participant contributions at end of year	2011-12-31	$350,796
Participant contributions at beginning of year	2011-12-31	$290,503
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$70,894
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	$431,363
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$11,338,461
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,907,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$9,170,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$9,138,904
Interest on participant loans	2011-12-31	$18,519
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$235,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,817,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,477,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-430,263
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	Yes
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	$195,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$500,772
Contract administrator fees	2011-12-31	$16,357
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	WRIGHT, FORD, YOUNG & CO.
Accountancy firm EIN	2011-12-31	953288054
2010 : WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS 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	$2,169,481
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$918,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$851,581
Expenses. Certain deemed distributions of participant loans	2010-12-31	$17,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$959,292
Value of total assets at end of year	2010-12-31	$10,907,098
Value of total assets at beginning of year	2010-12-31	$9,655,875
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$48,705
Total interest from all sources	2010-12-31	$26,085
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
Administrative expenses professional fees incurred	2010-12-31	$20,697
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
Contributions received from participants	2010-12-31	$713,894
Participant contributions at end of year	2010-12-31	$290,503
Participant contributions at beginning of year	2010-12-31	$296,938
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$62,518
Administrative expenses (other) incurred	2010-12-31	$444
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	$1,251,223
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,907,098
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$9,655,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$9,138,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,937,509
Income. Interest from loans (other than to participants)	2010-12-31	$18,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$26,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$26,249
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$7,576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,477,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$395,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,184,104
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	Yes
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	$182,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$851,581
Contract administrator fees	2010-12-31	$27,564
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
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	WRIGHT, FORD, YOUNG & CO.
Accountancy firm EIN	2010-12-31	953288054
2009 : WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS 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 WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN

2014: WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – 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: WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – 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: WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – 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: WESTERN NATIONAL GROUP 401(K) EMPLOYEE SAVINGS 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

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

Policy contract number

332280-01

Policy instance

Insurance contract or identification number	332280-01
Number of Individuals Covered	131
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 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

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

Policy contract number

332280-01

Policy instance

Insurance contract or identification number	332280-01
Number of Individuals Covered	134
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 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

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

Policy contract number

332280-01

Policy instance

Insurance contract or identification number	332280-01
Number of Individuals Covered	143
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 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

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

Policy contract number

332280-01

Policy instance

Insurance contract or identification number	332280-01
Number of Individuals Covered	144
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 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

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

Policy contract number

332280-01

Policy instance

Insurance contract or identification number	332280-01
Number of Individuals Covered	130
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

71571

Policy instance

Insurance contract or identification number	71571
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $22,702
Total amount of fees paid to insurance company	USD $26,039
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22,702
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Amount paid for insurance broker fees	25595
Insurance broker name	THE VANGUARD GROUP

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Company Name:	WESTERN NATIONAL PROPERTY MANAGEMENT
Employer identification number (EIN):	952316285
NAIC Classification:	531310