401k Plan data: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN plan

CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Stock bonus ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP). The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

CHARLES A. TEGNER CO. has sponsored the creation of one or more 401k plans.

Company Name: CHARLES A. TEGNER CO.

Employer identification number (EIN): 952834481

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 DAVID NELSON DAVID NELSON 2013-10-14
002 2011-01-01 DAVID NELSON DAVID NELSON 2012-10-11
002 2010-01-01 DAVID NELSON DAVID NELSON 2011-10-10
002 2009-01-01 DAVID NELSON DAVID NELSON 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	DAVID NELSON	DAVID NELSON	2013-10-14
002	2011-01-01	DAVID NELSON	DAVID NELSON	2012-10-11
002	2010-01-01	DAVID NELSON	DAVID NELSON	2011-10-10
002	2009-01-01	DAVID NELSON	DAVID NELSON	2010-10-12

Plan Statistics for CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2017: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 20
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 7
Total of all active and inactive participants 2016-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 27
Number of participants with account balances 2016-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 26
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 2
Total of all active and inactive participants 2015-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 28
Number of participants with account balances 2015-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 27
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 2
Total of all active and inactive participants 2014-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 29
Number of participants with account balances 2014-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 25
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 2
Total of all active and inactive participants 2013-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 27
Number of participants with account balances 2013-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 24
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 4
Total of all active and inactive participants 2012-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 28
Number of participants with account balances 2012-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 28
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 0
Total of all active and inactive participants 2011-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 28
Number of participants with account balances 2011-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 31
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 0
Total of all active and inactive participants 2010-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 31
Number of participants with account balances 2010-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 29
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 2
Total of all active and inactive participants 2009-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 31
Number of participants with account balances 2009-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2017: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	20
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	7
Total of all active and inactive participants	2016-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	27
Number of participants with account balances	2016-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	26
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	2
Total of all active and inactive participants	2015-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	28
Number of participants with account balances	2015-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	27
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	2
Total of all active and inactive participants	2014-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	29
Number of participants with account balances	2014-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	25
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	2
Total of all active and inactive participants	2013-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	27
Number of participants with account balances	2013-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	24
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	4
Total of all active and inactive participants	2012-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	28
Number of participants with account balances	2012-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	28
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	0
Total of all active and inactive participants	2011-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	28
Number of participants with account balances	2011-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	31
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	0
Total of all active and inactive participants	2010-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	31
Number of participants with account balances	2010-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	29
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	2
Total of all active and inactive participants	2009-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	31
Number of participants with account balances	2009-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2017 : CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Transfers to/from the plan	2017-11-30	$0
Total plan liabilities at end of year	2017-11-30	$0
Total plan liabilities at beginning of year	2017-11-30	$0
Total income from all sources	2017-11-30	$119,778
Expenses. Total of all expenses incurred	2017-11-30	$1,423,029
Benefits paid (including direct rollovers)	2017-11-30	$1,397,856
Total plan assets at end of year	2017-11-30	$0
Total plan assets at beginning of year	2017-11-30	$1,303,251
Value of fidelity bond covering the plan	2017-11-30	$550,000
Total contributions received or receivable from participants	2017-11-30	$0
Expenses. Other expenses not covered elsewhere	2017-11-30	$0
Contributions received from other sources (not participants or employers)	2017-11-30	$0
Other income received	2017-11-30	$119,778
Noncash contributions received	2017-11-30	$0
Net income (gross income less expenses)	2017-11-30	$-1,303,251
Net plan assets at end of year (total assets less liabilities)	2017-11-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-11-30	$1,303,251
Total contributions received or receivable from employer(s)	2017-11-30	$0
Value of certain deemed distributions of participant loans	2017-11-30	$0
Value of corrective distributions	2017-11-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-11-30	$25,173
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-11-30	$0
2016 : CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$741,143
Expenses. Total of all expenses incurred	2016-12-31	$4,823,344
Benefits paid (including direct rollovers)	2016-12-31	$4,757,741
Total plan assets at end of year	2016-12-31	$1,303,251
Total plan assets at beginning of year	2016-12-31	$5,385,452
Value of fidelity bond covering the plan	2016-12-31	$550,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$741,143
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-4,082,201
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,303,251
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,385,452
Assets. Value of employer securities	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$65,603
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$67,085
Expenses. Total of all expenses incurred	2015-12-31	$42,421
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$5,385,452
Total plan assets at beginning of year	2015-12-31	$5,360,788
Value of fidelity bond covering the plan	2015-12-31	$550,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$67,085
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$24,664
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,385,452
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,360,788
Assets. Value of employer securities	2015-12-31	$2,398,421
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$42,421
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$521,301
Expenses. Total of all expenses incurred	2014-12-31	$36,158
Benefits paid (including direct rollovers)	2014-12-31	$8
Total plan assets at end of year	2014-12-31	$5,360,788
Total plan assets at beginning of year	2014-12-31	$4,875,645
Value of fidelity bond covering the plan	2014-12-31	$550,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$521,301
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$485,143
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,360,788
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,875,645
Assets. Value of employer securities	2014-12-31	$2,582,437
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$36,150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$12
Total income from all sources	2013-12-31	$937,847
Expenses. Total of all expenses incurred	2013-12-31	$309,749
Benefits paid (including direct rollovers)	2013-12-31	$276,793
Total plan assets at end of year	2013-12-31	$4,875,645
Total plan assets at beginning of year	2013-12-31	$4,247,559
Value of fidelity bond covering the plan	2013-12-31	$550,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$937,847
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$628,098
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,875,645
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,247,547
Assets. Value of employer securities	2013-12-31	$2,564,656
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$32,956
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$12
Total plan liabilities at beginning of year	2012-12-31	$12
Total income from all sources	2012-12-31	$785,058
Expenses. Total of all expenses incurred	2012-12-31	$132,304
Benefits paid (including direct rollovers)	2012-12-31	$105,322
Total plan assets at end of year	2012-12-31	$4,247,559
Total plan assets at beginning of year	2012-12-31	$3,594,805
Value of fidelity bond covering the plan	2012-12-31	$550,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$785,058
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$652,754
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,247,547
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,594,793
Assets. Value of employer securities	2012-12-31	$2,380,389
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$26,982
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$12
Total income from all sources	2011-12-31	$288,192
Expenses. Total of all expenses incurred	2011-12-31	$69,174
Benefits paid (including direct rollovers)	2011-12-31	$45,455
Total plan assets at end of year	2011-12-31	$3,594,805
Total plan assets at beginning of year	2011-12-31	$3,375,775
Value of fidelity bond covering the plan	2011-12-31	$550,000
Other income received	2011-12-31	$261,692
Net income (gross income less expenses)	2011-12-31	$219,018
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,594,793
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,375,775
Assets. Value of employer securities	2011-12-31	$2,047,455
Total contributions received or receivable from employer(s)	2011-12-31	$26,500
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$23,719
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$81,803
Expenses. Total of all expenses incurred	2010-12-31	$24,915
Benefits paid (including direct rollovers)	2010-12-31	$5,134
Total plan assets at end of year	2010-12-31	$3,375,775
Total plan assets at beginning of year	2010-12-31	$3,318,887
Value of fidelity bond covering the plan	2010-12-31	$550,000
Other income received	2010-12-31	$81,803
Net income (gross income less expenses)	2010-12-31	$56,888
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,375,775
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,318,887
Assets. Value of employer securities	2010-12-31	$1,991,936
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$19,781
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP 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 CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN

2017: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single 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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CHAS. A. TEGNER CO. EMPLOYEE STOCK OWNERSHIP 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CHARLES A. TEGNER CO.
Employer identification number (EIN):	952834481
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages