401k Plan data: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN plan

PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 401k Plan overview

Plan Name	PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN
Plan identification number	002

PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. has sponsored the creation of one or more 401k plans.

Company Name: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD.

Employer identification number (EIN): 990108050

NAIC Classification: 524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 RAYNA ICHIMURA
002 2016-01-01 RAYNA ICHIMURA
002 2015-01-01 RAYNA ICHIMURA
002 2014-01-01 RAYNA ICHIMURA
002 2013-01-01 RAYNA ICHIMURA
002 2012-01-01 RAYNA ICHIMURA
002 2011-01-01 RAYNA ICHIMURA
002 2010-01-01 RAYNA ICHIMURA
002 2009-01-01 RAYNA ICHIMURA

Plan Statistics for PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN

401k plan membership statisitcs for PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN

Measure Date Value
2022: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 109
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 95
Total of all active and inactive participants 2022-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 209
Number of participants with account balances 2022-01-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 14
2021: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 116
Number of retired or separated participants receiving benefits 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 84
Total of all active and inactive participants 2021-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 205
Number of participants with account balances 2021-01-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 116
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 76
Total of all active and inactive participants 2020-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 195
Number of participants with account balances 2020-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 122
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 69
Total of all active and inactive participants 2019-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 195
Number of participants with account balances 2019-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 135
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 56
Total of all active and inactive participants 2018-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 194
Number of participants with account balances 2018-01-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 131
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 56
Total of all active and inactive participants 2017-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 191
Number of participants with account balances 2017-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 124
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 58
Total of all active and inactive participants 2016-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 184
Number of participants with account balances 2016-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 100
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 54
Total of all active and inactive participants 2015-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 157
Number of participants with account balances 2015-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7
2014: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 101
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 76
Total of all active and inactive participants 2014-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 177
Number of participants with account balances 2014-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2013: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 108
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 39
Total of all active and inactive participants 2013-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 148
Number of participants with account balances 2013-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 114
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 37
Total of all active and inactive participants 2012-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 151
Number of participants with account balances 2012-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 113
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 39
Total of all active and inactive participants 2011-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 152
Number of participants with account balances 2011-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 119
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 41
Total of all active and inactive participants 2010-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 160
Number of participants with account balances 2010-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 121
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 36
Total of all active and inactive participants 2009-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 157
Number of participants with account balances 2009-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2022: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	109
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	95
Total of all active and inactive participants	2022-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	209
Number of participants with account balances	2022-01-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	14
2021: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	116
Number of retired or separated participants receiving benefits	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	84
Total of all active and inactive participants	2021-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	205
Number of participants with account balances	2021-01-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	116
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	76
Total of all active and inactive participants	2020-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	195
Number of participants with account balances	2020-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	122
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	69
Total of all active and inactive participants	2019-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	195
Number of participants with account balances	2019-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	135
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	56
Total of all active and inactive participants	2018-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	194
Number of participants with account balances	2018-01-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	131
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	56
Total of all active and inactive participants	2017-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	191
Number of participants with account balances	2017-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	124
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	58
Total of all active and inactive participants	2016-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	184
Number of participants with account balances	2016-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	100
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	54
Total of all active and inactive participants	2015-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	157
Number of participants with account balances	2015-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7
2014: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	101
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	76
Total of all active and inactive participants	2014-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	177
Number of participants with account balances	2014-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2013: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	108
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	39
Total of all active and inactive participants	2013-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	148
Number of participants with account balances	2013-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	114
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	37
Total of all active and inactive participants	2012-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	151
Number of participants with account balances	2012-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	113
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	39
Total of all active and inactive participants	2011-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	152
Number of participants with account balances	2011-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	119
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	41
Total of all active and inactive participants	2010-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	160
Number of participants with account balances	2010-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	121
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	36
Total of all active and inactive participants	2009-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	157
Number of participants with account balances	2009-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN

Measure	Date	Value
2022 : PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,211,316
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,585,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,503,533
Expenses. Certain deemed distributions of participant loans	2022-12-31	$804
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,304,848
Value of total assets at end of year	2022-12-31	$20,703,117
Value of total assets at beginning of year	2022-12-31	$26,499,990
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$81,220
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$7,710
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$227,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$227,982
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$891,673
Participant contributions at end of year	2022-12-31	$190,684
Participant contributions at beginning of year	2022-12-31	$177,288
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$502
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$-94,048
Administrative expenses (other) incurred	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$18,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-5,796,873
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$20,703,117
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$26,499,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,390,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$23,609,768
Interest on participant loans	2022-12-31	$7,710
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$9,121,962
Value of interest in common/collective trusts at beginning of year	2022-12-31	$2,693,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,477,716
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$-180,092
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$413,175
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,503,533
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$81,220
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	2022-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MC GROUP HAWAII
Accountancy firm EIN	2022-12-31	273701730
2021 : PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$4,150,842
Total of all expenses incurred	2021-12-31	$1,149,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,042,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,221,778
Value of total assets at end of year	2021-12-31	$26,499,990
Value of total assets at beginning of year	2021-12-31	$23,498,526
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$106,712
Total interest from all sources	2021-12-31	$8,692
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$443,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$443,974
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$837,656
Participant contributions at end of year	2021-12-31	$177,288
Participant contributions at beginning of year	2021-12-31	$199,029
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$502
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$1,297
Administrative expenses (other) incurred	2021-12-31	$64,802
Total non interest bearing cash at end of year	2021-12-31	$18,540
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,001,464
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$26,499,990
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$23,498,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$41,910
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$23,609,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$20,454,020
Interest on participant loans	2021-12-31	$8,692
Value of interest in common/collective trusts at end of year	2021-12-31	$2,693,892
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,831,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$13,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,372,188
Net investment gain or loss from common/collective trusts	2021-12-31	$104,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$384,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,042,666
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	MC GROUP HAWAII, INC.
Accountancy firm EIN	2021-12-31	273701730
2020 : PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$3,953,474
Total of all expenses incurred	2020-12-31	$1,827,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,735,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,168,457
Value of total assets at end of year	2020-12-31	$23,498,526
Value of total assets at beginning of year	2020-12-31	$21,372,107
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$92,035
Total interest from all sources	2020-12-31	$12,148
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$391,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$391,819
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$801,259
Participant contributions at end of year	2020-12-31	$199,029
Participant contributions at beginning of year	2020-12-31	$207,323
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$29,358
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$1,297
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$477
Administrative expenses (other) incurred	2020-12-31	$54,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,126,419
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$23,498,526
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$21,372,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$37,759
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$20,454,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$18,572,603
Interest on participant loans	2020-12-31	$12,148
Value of interest in common/collective trusts at end of year	2020-12-31	$2,831,049
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,532,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$13,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$8,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,345,201
Net investment gain or loss from common/collective trusts	2020-12-31	$35,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$367,198
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$20,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,735,020
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MC GROUP HAWAII, INC.
Accountancy firm EIN	2020-12-31	273701730
2019 : PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$5,113,641
Total income from all sources (including contributions)	2019-12-31	$5,113,641
Total of all expenses incurred	2019-12-31	$1,155,076
Total of all expenses incurred	2019-12-31	$1,155,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,063,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,063,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,560,139
Value of total assets at end of year	2019-12-31	$21,372,107
Value of total assets at end of year	2019-12-31	$21,372,107
Value of total assets at beginning of year	2019-12-31	$17,413,542
Value of total assets at beginning of year	2019-12-31	$17,413,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$91,880
Total interest from all sources	2019-12-31	$15,181
Total interest from all sources	2019-12-31	$15,181
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$433,963
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$433,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$433,963
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$433,963
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$912,876
Participant contributions at end of year	2019-12-31	$207,323
Participant contributions at end of year	2019-12-31	$207,323
Participant contributions at beginning of year	2019-12-31	$282,283
Participant contributions at beginning of year	2019-12-31	$282,283
Participant contributions at end of year	2019-12-31	$29,358
Participant contributions at end of year	2019-12-31	$29,358
Participant contributions at beginning of year	2019-12-31	$31,890
Participant contributions at beginning of year	2019-12-31	$31,890
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$477
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$477
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$569
Administrative expenses (other) incurred	2019-12-31	$49,914
Administrative expenses (other) incurred	2019-12-31	$49,914
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$10,029
Total non interest bearing cash at beginning of year	2019-12-31	$10,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,958,565
Value of net income/loss	2019-12-31	$3,958,565
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$21,372,107
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$21,372,107
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$17,413,542
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$17,413,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$41,966
Investment advisory and management fees	2019-12-31	$41,966
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$18,572,603
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$18,572,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$15,111,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$15,111,372
Interest on participant loans	2019-12-31	$13,905
Interest on participant loans	2019-12-31	$13,905
Interest earned on other investments	2019-12-31	$1,275
Interest earned on other investments	2019-12-31	$1,275
Value of interest in common/collective trusts at end of year	2019-12-31	$2,532,775
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$3,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$3,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$3,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$3,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$8,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$8,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,952,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,952,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,034,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,034,006
Net investment gain or loss from common/collective trusts	2019-12-31	$70,352
Net investment gain or loss from common/collective trusts	2019-12-31	$70,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$647,263
Contributions received in cash from employer	2019-12-31	$647,263
Employer contributions (assets) at end of year	2019-12-31	$20,582
Employer contributions (assets) at end of year	2019-12-31	$20,582
Employer contributions (assets) at beginning of year	2019-12-31	$20,596
Employer contributions (assets) at beginning of year	2019-12-31	$20,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,063,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,063,196
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	G USHIJIMA CPA LLC
Accountancy firm name	2019-12-31	G USHIJIMA CPA LLC
Accountancy firm EIN	2019-12-31	201318913
2018 : PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$434,260
Total of all expenses incurred	2018-12-31	$1,082,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,021,115
Value of total corrective distributions	2018-12-31	$4,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,368,672
Value of total assets at end of year	2018-12-31	$17,413,542
Value of total assets at beginning of year	2018-12-31	$18,062,135
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$57,682
Total interest from all sources	2018-12-31	$40,658
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$308,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$308,290
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$801,936
Participant contributions at end of year	2018-12-31	$282,283
Participant contributions at beginning of year	2018-12-31	$315,794
Participant contributions at end of year	2018-12-31	$31,890
Participant contributions at beginning of year	2018-12-31	$26,530
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$569
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$556
Administrative expenses (other) incurred	2018-12-31	$51,783
Total non interest bearing cash at end of year	2018-12-31	$10,029
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-648,593
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$17,413,542
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$18,062,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$5,899
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$15,111,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$15,636,356
Interest on participant loans	2018-12-31	$14,182
Interest earned on other investments	2018-12-31	$26,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$3,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$2,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$2,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,952,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,062,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,283,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$566,736
Employer contributions (assets) at end of year	2018-12-31	$20,596
Employer contributions (assets) at beginning of year	2018-12-31	$17,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,021,115
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	G. USHIJIMA, CPA LLC
Accountancy firm EIN	2018-12-31	201318913
2017 : PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,778,069
Total of all expenses incurred	2017-12-31	$566,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$527,163
Value of total corrective distributions	2017-12-31	$3,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,521,144
Value of total assets at end of year	2017-12-31	$18,062,135
Value of total assets at beginning of year	2017-12-31	$14,850,256
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$35,800
Total interest from all sources	2017-12-31	$38,678
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$282,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$282,003
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$737,405
Participant contributions at end of year	2017-12-31	$315,794
Participant contributions at beginning of year	2017-12-31	$313,730
Participant contributions at end of year	2017-12-31	$26,530
Participant contributions at beginning of year	2017-12-31	$23,338
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$276,963
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$589
Administrative expenses (other) incurred	2017-12-31	$35,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,211,879
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$18,062,135
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$14,850,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$15,636,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$12,696,209
Interest on participant loans	2017-12-31	$13,005
Interest earned on other investments	2017-12-31	$25,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$2,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$6,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$6,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,062,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,792,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,936,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$506,776
Employer contributions (assets) at end of year	2017-12-31	$17,659
Employer contributions (assets) at beginning of year	2017-12-31	$16,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$527,163
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	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	G. USHIJIMA, CPA LLC
Accountancy firm EIN	2017-12-31	201318913
2016 : PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,129,653
Total of all expenses incurred	2016-12-31	$1,560,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,530,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,117,427
Value of total assets at end of year	2016-12-31	$14,850,256
Value of total assets at beginning of year	2016-12-31	$14,281,055
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$29,878
Total interest from all sources	2016-12-31	$38,429
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$192,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$192,847
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
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	$648,307
Participant contributions at end of year	2016-12-31	$313,730
Participant contributions at beginning of year	2016-12-31	$294,810
Participant contributions at end of year	2016-12-31	$23,338
Participant contributions at beginning of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$589
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$11
Administrative expenses (other) incurred	2016-12-31	$29,878
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	$569,201
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$14,850,256
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$14,281,055
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 registered invesment companies (eg mutual funds) at end of year	2016-12-31	$12,696,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$12,356,659
Interest on participant loans	2016-12-31	$12,211
Interest earned on other investments	2016-12-31	$26,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$6,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$11,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$11,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,792,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,618,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$780,950
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	$469,120
Employer contributions (assets) at end of year	2016-12-31	$16,731
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,530,574
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	2016-12-31	No
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	G. USHIJIMA, CPA LLC
Accountancy firm EIN	2016-12-31	201318913
2015 : PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,002,063
Total of all expenses incurred	2015-12-31	$491,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$465,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,079,026
Value of total assets at end of year	2015-12-31	$14,281,055
Value of total assets at beginning of year	2015-12-31	$13,770,130
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$25,454
Total interest from all sources	2015-12-31	$37,919
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$172,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$172,726
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$613,597
Participant contributions at end of year	2015-12-31	$294,810
Participant contributions at beginning of year	2015-12-31	$314,457
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$17,924
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$11
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$407
Administrative expenses (other) incurred	2015-12-31	$25,454
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	$510,925
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,281,055
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$13,770,130
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 registered invesment companies (eg mutual funds) at end of year	2015-12-31	$12,356,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$11,822,873
Interest on participant loans	2015-12-31	$13,104
Interest earned on other investments	2015-12-31	$24,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$11,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$4,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$4,749
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,618,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,593,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-287,608
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	$465,429
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$16,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$465,684
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
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	G. USHIJIMA, CPA LLC
Accountancy firm EIN	2015-12-31	201318913
2014 : PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$2,001,299
Total of all expenses incurred	2014-12-31	$951,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$928,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,184,852
Value of total assets at end of year	2014-12-31	$13,770,130
Value of total assets at beginning of year	2014-12-31	$12,720,116
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$22,350
Total interest from all sources	2014-12-31	$39,612
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$219,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$219,796
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$563,625
Participant contributions at end of year	2014-12-31	$314,457
Participant contributions at beginning of year	2014-12-31	$259,771
Participant contributions at end of year	2014-12-31	$17,924
Participant contributions at beginning of year	2014-12-31	$17,086
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$167,631
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$407
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$377
Administrative expenses (other) incurred	2014-12-31	$22,350
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	$1,050,014
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$13,770,130
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$12,720,116
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	$11,822,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$10,512,068
Interest on participant loans	2014-12-31	$11,309
Interest earned on other investments	2014-12-31	$28,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$4,749
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$3,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$3,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,593,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,923,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$557,039
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	$453,596
Employer contributions (assets) at end of year	2014-12-31	$16,310
Employer contributions (assets) at beginning of year	2014-12-31	$3,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$928,935
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
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	G. USHIJIMA, CPA LLC
Accountancy firm EIN	2014-12-31	201318913
2013 : PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$2,702,159
Total of all expenses incurred	2013-12-31	$298,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$277,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$785,393
Value of total assets at end of year	2013-12-31	$12,720,116
Value of total assets at beginning of year	2013-12-31	$10,316,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$20,657
Total interest from all sources	2013-12-31	$41,721
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$175,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$175,049
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
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	$586,526
Participant contributions at end of year	2013-12-31	$259,771
Participant contributions at beginning of year	2013-12-31	$233,789
Participant contributions at end of year	2013-12-31	$17,086
Participant contributions at beginning of year	2013-12-31	$16,232
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$91,414
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$377
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$333
Administrative expenses (other) incurred	2013-12-31	$20,657
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	$2,403,935
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$12,720,116
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,316,181
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	$10,512,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$8,231,764
Interest on participant loans	2013-12-31	$10,780
Interest earned on other investments	2013-12-31	$30,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$3,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$22,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$22,496
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,923,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,807,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,699,996
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	$107,453
Employer contributions (assets) at end of year	2013-12-31	$3,941
Employer contributions (assets) at beginning of year	2013-12-31	$4,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$277,567
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	2013-12-31	No
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	G. USHIJIMA, CPA LLC
Accountancy firm EIN	2013-12-31	201318913
2012 : PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,720,453
Total of all expenses incurred	2012-12-31	$331,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$315,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$732,860
Value of total assets at end of year	2012-12-31	$10,316,181
Value of total assets at beginning of year	2012-12-31	$8,927,356
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$15,715
Total interest from all sources	2012-12-31	$46,433
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$181,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$181,365
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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	$575,547
Participant contributions at end of year	2012-12-31	$233,789
Participant contributions at beginning of year	2012-12-31	$262,753
Participant contributions at end of year	2012-12-31	$16,232
Participant contributions at beginning of year	2012-12-31	$16,275
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$29,739
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$333
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$431
Administrative expenses (other) incurred	2012-12-31	$15,715
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	$1,388,825
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,316,181
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$8,927,356
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	$8,231,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,767,804
Interest on participant loans	2012-12-31	$10,714
Interest earned on other investments	2012-12-31	$35,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$22,496
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$22,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$22,147
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,807,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,853,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$759,795
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	$127,574
Employer contributions (assets) at end of year	2012-12-31	$4,010
Employer contributions (assets) at beginning of year	2012-12-31	$4,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$315,913
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	2012-12-31	No
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	G. USHIJIMA, CPA LLC
Accountancy firm EIN	2012-12-31	201318913
2011 : PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$408,231
Total of all expenses incurred	2011-12-31	$287,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$273,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$667,480
Value of total assets at end of year	2011-12-31	$8,927,356
Value of total assets at beginning of year	2011-12-31	$8,806,283
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$13,294
Total interest from all sources	2011-12-31	$59,505
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$132,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$132,729
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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	$520,939
Participant contributions at end of year	2011-12-31	$262,753
Participant contributions at beginning of year	2011-12-31	$260,831
Participant contributions at end of year	2011-12-31	$16,275
Participant contributions at beginning of year	2011-12-31	$17,270
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$26,092
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$431
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$549
Administrative expenses (other) incurred	2011-12-31	$13,294
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	$121,073
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$8,927,356
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,806,283
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	$6,767,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$6,683,387
Interest on participant loans	2011-12-31	$11,784
Interest earned on other investments	2011-12-31	$47,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$22,147
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$19,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$19,183
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,853,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,820,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-451,483
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	$120,449
Employer contributions (assets) at end of year	2011-12-31	$4,093
Employer contributions (assets) at beginning of year	2011-12-31	$4,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$273,864
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	2011-12-31	No
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	USHIJIMA, CPA LLC
Accountancy firm EIN	2011-12-31	201318913
2010 : PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$1,666,469
Total of all expenses incurred	2010-12-31	$224,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$213,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$678,252
Value of total assets at end of year	2010-12-31	$8,806,283
Value of total assets at beginning of year	2010-12-31	$7,364,380
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$10,589
Total interest from all sources	2010-12-31	$64,780
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$121,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$121,227
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
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	$553,740
Participant contributions at end of year	2010-12-31	$260,831
Participant contributions at beginning of year	2010-12-31	$255,002
Participant contributions at end of year	2010-12-31	$17,270
Participant contributions at beginning of year	2010-12-31	$17,882
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$549
Administrative expenses (other) incurred	2010-12-31	$10,589
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	$1,441,903
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,806,283
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,364,380
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	$6,683,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,346,207
Interest on participant loans	2010-12-31	$13,447
Interest earned on other investments	2010-12-31	$51,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$19,183
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$18,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$18,145
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,820,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,722,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$802,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$124,512
Employer contributions (assets) at end of year	2010-12-31	$4,200
Employer contributions (assets) at beginning of year	2010-12-31	$4,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$213,977
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	USHIJIMA, CPA LLC
Accountancy firm EIN	2010-12-31	201318913
2009 : PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2009 401k financial data
Total income from all sources (including contributions)	2009-12-31	$1,962,806
Total of all expenses incurred	2009-12-31	$186,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2009-12-31	$180,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2009-12-31	$616,615
Value of total assets at end of year	2009-12-31	$7,364,380
Value of total assets at beginning of year	2009-12-31	$5,587,937
Total of administrative expenses incurred including professional, contract, advisory and management fees	2009-12-31	$6,029
Total interest from all sources	2009-12-31	$72,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2009-12-31	No
Was this plan covered by a fidelity bond	2009-12-31	Yes
Value of fidelity bond cover	2009-12-31	$500,000
If this is an individual account plan, was there a blackout period	2009-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2009-12-31	No
Contributions received from participants	2009-12-31	$499,494
Participant contributions at end of year	2009-12-31	$255,002
Participant contributions at beginning of year	2009-12-31	$146,208
Participant contributions at end of year	2009-12-31	$17,882
Participant contributions at beginning of year	2009-12-31	$14,446
Administrative expenses (other) incurred	2009-12-31	$6,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2009-12-31	No
Value of net income/loss	2009-12-31	$1,776,443
Value of net assets at end of year (total assets less liabilities)	2009-12-31	$7,364,380
Value of net assets at beginning of year (total assets less liabilities)	2009-12-31	$5,587,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2009-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2009-12-31	No
Were any leases to which the plan was party in default or uncollectible	2009-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2009-12-31	$5,346,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2009-12-31	$3,593,356
Interest on participant loans	2009-12-31	$11,393
Interest earned on other investments	2009-12-31	$61,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2009-12-31	$18,145
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2009-12-31	$13,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2009-12-31	$13,056
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2009-12-31	$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2009-12-31	$1,722,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2009-12-31	$1,816,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2009-12-31	$1,273,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2009-12-31	No
Was there a failure to transmit to the plan any participant contributions	2009-12-31	No
Has the plan failed to provide any benefit when due under the plan	2009-12-31	No
Contributions received in cash from employer	2009-12-31	$117,121
Employer contributions (assets) at end of year	2009-12-31	$4,428
Employer contributions (assets) at beginning of year	2009-12-31	$4,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2009-12-31	$180,334
Did the plan have assets held for investment	2009-12-31	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	2009-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2009-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2009-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2009-12-31	Disclaimer
Accountancy firm name	2009-12-31	USHIJIMA, CPA LLC
Accountancy firm EIN	2009-12-31	201318913
2008 : PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2008 401k financial data
Total income from all sources (including contributions)	2008-12-31	$-1,228,549
Total of all expenses incurred	2008-12-31	$376,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2008-12-31	$375,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2008-12-31	$673,906
Value of total assets at end of year	2008-12-31	$5,587,937
Value of total assets at beginning of year	2008-12-31	$7,193,283
Total of administrative expenses incurred including professional, contract, advisory and management fees	2008-12-31	$890
Total interest from all sources	2008-12-31	$41,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2008-12-31	No
Was this plan covered by a fidelity bond	2008-12-31	Yes
Value of fidelity bond cover	2008-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2008-12-31	No
Contributions received from participants	2008-12-31	$547,676
Participant contributions at end of year	2008-12-31	$146,208
Participant contributions at beginning of year	2008-12-31	$151,040
Participant contributions at end of year	2008-12-31	$14,446
Participant contributions at beginning of year	2008-12-31	$13,752
Administrative expenses (other) incurred	2008-12-31	$890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2008-12-31	No
Value of net income/loss	2008-12-31	$-1,605,346
Value of net assets at end of year (total assets less liabilities)	2008-12-31	$5,587,937
Value of net assets at beginning of year (total assets less liabilities)	2008-12-31	$7,193,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2008-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2008-12-31	No
Were any leases to which the plan was party in default or uncollectible	2008-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2008-12-31	$3,593,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2008-12-31	$5,467,184
Interest on participant loans	2008-12-31	$11,980
Interest earned on other investments	2008-12-31	$29,060
Value of interest in common/collective trusts at end of year	2008-12-31	$0
Value of interest in common/collective trusts at beginning of year	2008-12-31	$1,558,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2008-12-31	$13,056
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2008-12-31	$120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2008-12-31	$1,816,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2008-12-31	$-1,979,992
Net investment gain or loss from common/collective trusts	2008-12-31	$36,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2008-12-31	No
Was there a failure to transmit to the plan any participant contributions	2008-12-31	No
Contributions received in cash from employer	2008-12-31	$126,230
Employer contributions (assets) at end of year	2008-12-31	$4,235
Employer contributions (assets) at beginning of year	2008-12-31	$2,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2008-12-31	$375,907
Did the plan have assets held for investment	2008-12-31	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	2008-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2008-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2008-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2008-12-31	Disclaimer
Accountancy firm name	2008-12-31	USHIJIMA, CPA LLC
Accountancy firm EIN	2008-12-31	201318913

Form 5500 Responses for PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN

2022: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
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: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
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: PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD., 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

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

Policy contract number

513317

Policy instance

Insurance contract or identification number	513317
Number of Individuals Covered	201
Insurance policy start date	2021-01-01
Insurance policy end date	2021-01-01
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

513317/YK51383

Policy instance

Insurance contract or identification number	513317/YK51383
Number of Individuals Covered	195
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

513317/YK51383

Policy instance

Insurance contract or identification number	513317/YK51383
Number of Individuals Covered	195
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

YK51383

Policy instance

Insurance contract or identification number	YK51383
Number of Individuals Covered	194
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $2,799
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,799
Insurance broker organization code?	3

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

Policy contract number

YK51383

Policy instance

Insurance contract or identification number	YK51383
Number of Individuals Covered	191
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $2,962
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,962
Insurance broker organization code?	3
Insurance broker name	SYNDICATED CAPITAL INC.

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

Policy contract number

YK51383

Policy instance

Insurance contract or identification number	YK51383
Number of Individuals Covered	157
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $2,408
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,408
Insurance broker organization code?	3
Insurance broker name	SYNDICATED CAPITAL INC.

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

Policy contract number

YK51383

Policy instance

Insurance contract or identification number	YK51383
Number of Individuals Covered	177
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $2,718
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,718
Insurance broker organization code?	3
Insurance broker name	SYNDICATED CAPITAL INC.

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

Policy contract number

YK51383

Policy instance

Insurance contract or identification number	YK51383
Number of Individuals Covered	143
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,762
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,762
Insurance broker organization code?	3
Insurance broker name	SYNDICATED CAPITAL INC.

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

Policy contract number

YK51383

Policy instance

Insurance contract or identification number	YK51383
Number of Individuals Covered	145
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,699
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,699
Insurance broker organization code?	3
Insurance broker name	SYNDICATED CAPITAL INC.

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

Policy contract number

YK51383

Policy instance

Insurance contract or identification number	YK51383
Number of Individuals Covered	145
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,671
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

YK51383

Policy instance

Insurance contract or identification number	YK51383
Number of Individuals Covered	150
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,611
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,611
Insurance broker organization code?	3
Insurance broker name	SYNDICATED CAPITAL INC.

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

Policy contract number

YK51383

Policy instance

Insurance contract or identification number	YK51383
Number of Individuals Covered	145
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,685
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,685
Insurance broker organization code?	3
Insurance broker name	TRANSAMERICA FINANCIAL ADVISORS

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

Policy contract number

YK51383

Policy instance

Insurance contract or identification number	YK51383
Number of Individuals Covered	156
Insurance policy start date	2008-07-18
Insurance policy end date	2008-12-31
Total amount of commissions paid to insurance broker	USD $481
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $481
Insurance broker organization code?	3
Insurance broker name	TRANSAMERICA FINANCIAL ADVISORS

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Company Name:	PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD.
Employer identification number (EIN):	990108050
NAIC Classification:	524140