401k Plan data: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN plan

LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN
Plan identification number	005

LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION 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).
Money purchase (other than target benefit)
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

LUNG ROSE VOSS & WAGNILD has sponsored the creation of one or more 401k plans.

Company Name: LUNG ROSE VOSS & WAGNILD

Employer identification number (EIN): 990243681

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-01-01
005 2021-01-01
005 2020-01-01
005 2019-01-01
005 2018-01-01
005 2017-01-01 HARVEY J. LUNG
005 2016-01-01 HARVEY J. LUNG
005 2015-01-01 HARVEY J. LUNG
005 2014-01-01 HARVEY J. LUNG
005 2013-01-01 HARVEY J. LUNG
005 2012-01-01 HARVEY J. LUNG
005 2011-01-01 HARVEY J. LUNG
005 2010-01-01 HARVEY J. LUNG 2011-07-13

Plan Statistics for LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN

Measure Date Value
2022: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 37
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 11
Total of all active and inactive participants 2022-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 48
Number of participants with account balances 2022-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 37
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 11
Total of all active and inactive participants 2021-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 48
Number of participants with account balances 2021-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 42
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 50
Number of participants with account balances 2020-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 40
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 47
Number of participants with account balances 2019-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 40
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 46
Number of participants with account balances 2018-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 30
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 35
Number of participants with account balances 2017-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 30
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 35
Number of participants with account balances 2016-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 30
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 35
Number of participants with account balances 2015-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 27
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 33
Number of participants with account balances 2014-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 28
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 34
Number of participants with account balances 2013-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 33
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 37
Number of participants with account balances 2012-01-01 37
2011: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 33
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 4
Total of all active and inactive participants 2011-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 37
Number of participants with account balances 2011-01-01 37

Measure	Date	Value
2022: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	37
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	11
Total of all active and inactive participants	2022-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	48
Number of participants with account balances	2022-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	37
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	11
Total of all active and inactive participants	2021-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	48
Number of participants with account balances	2021-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	42
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	50
Number of participants with account balances	2020-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	40
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	47
Number of participants with account balances	2019-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	40
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	46
Number of participants with account balances	2018-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	30
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	35
Number of participants with account balances	2017-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	30
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	35
Number of participants with account balances	2016-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	30
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	35
Number of participants with account balances	2015-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	27
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	33
Number of participants with account balances	2014-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	28
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	34
Number of participants with account balances	2013-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	33
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	37
Number of participants with account balances	2012-01-01	37
2011: LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	33
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	4
Total of all active and inactive participants	2011-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	37
Number of participants with account balances	2011-01-01	37

Financial Data on LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2022 : LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-778,092
Expenses. Total of all expenses incurred	2022-12-31	$82,045
Benefits paid (including direct rollovers)	2022-12-31	$17,057
Total plan assets at end of year	2022-12-31	$11,736,139
Total plan assets at beginning of year	2022-12-31	$12,596,276
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Other income received	2022-12-31	$-1,329,955
Net income (gross income less expenses)	2022-12-31	$-860,137
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$11,736,139
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$12,596,276
Assets. Value of participant loans	2022-12-31	$192,965
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$-4,955
Total contributions received or receivable from employer(s)	2022-12-31	$551,863
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$64,988
2021 : LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$2,079,569
Expenses. Total of all expenses incurred	2021-12-31	$176,252
Benefits paid (including direct rollovers)	2021-12-31	$105,515
Total plan assets at end of year	2021-12-31	$12,596,276
Total plan assets at beginning of year	2021-12-31	$10,692,959
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Other income received	2021-12-31	$1,499,055
Net income (gross income less expenses)	2021-12-31	$1,903,317
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$12,596,276
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$10,692,959
Assets. Value of participant loans	2021-12-31	$129,317
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$-1,100
Total contributions received or receivable from employer(s)	2021-12-31	$580,514
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$70,737
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$590,136
Amount contributed by the employer to the plan for this plan year	2021-12-31	$590,136
2020 : LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,542,664
Expenses. Total of all expenses incurred	2020-12-31	$202,104
Benefits paid (including direct rollovers)	2020-12-31	$145,209
Total plan assets at end of year	2020-12-31	$10,692,959
Total plan assets at beginning of year	2020-12-31	$9,352,399
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Other income received	2020-12-31	$933,286
Net income (gross income less expenses)	2020-12-31	$1,340,560
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$10,692,959
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$9,352,399
Assets. Value of participant loans	2020-12-31	$133,921
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$4,109
Total contributions received or receivable from employer(s)	2020-12-31	$609,378
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$56,895
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$609,378
Amount contributed by the employer to the plan for this plan year	2020-12-31	$609,378
2019 : LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,945,897
Expenses. Total of all expenses incurred	2019-12-31	$501,806
Benefits paid (including direct rollovers)	2019-12-31	$448,418
Total plan assets at end of year	2019-12-31	$9,352,399
Total plan assets at beginning of year	2019-12-31	$7,908,308
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$1,346,612
Net income (gross income less expenses)	2019-12-31	$1,444,091
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$9,352,399
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$7,908,308
Assets. Value of participant loans	2019-12-31	$76,647
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$11,581
Total contributions received or receivable from employer(s)	2019-12-31	$599,285
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$53,388
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$599,285
Amount contributed by the employer to the plan for this plan year	2019-12-31	$599,285
2018 : LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$128,087
Expenses. Total of all expenses incurred	2018-12-31	$56,961
Benefits paid (including direct rollovers)	2018-12-31	$4,428
Total plan assets at end of year	2018-12-31	$7,908,308
Total plan assets at beginning of year	2018-12-31	$7,837,182
Value of fidelity bond covering the plan	2018-12-31	$500,000
Other income received	2018-12-31	$-411,336
Net income (gross income less expenses)	2018-12-31	$71,126
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,908,308
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,837,182
Assets. Value of participant loans	2018-12-31	$83,709
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$42,981
Total contributions received or receivable from employer(s)	2018-12-31	$539,423
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$52,533
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$546,065
Amount contributed by the employer to the plan for this plan year	2018-12-31	$546,065
2017 : LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,388,722
Expenses. Total of all expenses incurred	2017-12-31	$45,203
Benefits paid (including direct rollovers)	2017-12-31	$865
Total plan assets at end of year	2017-12-31	$7,837,182
Total plan assets at beginning of year	2017-12-31	$6,493,663
Value of fidelity bond covering the plan	2017-12-31	$500,000
Other income received	2017-12-31	$866,571
Net income (gross income less expenses)	2017-12-31	$1,343,519
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,837,182
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,493,663
Assets. Value of participant loans	2017-12-31	$106,732
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$32,978
Total contributions received or receivable from employer(s)	2017-12-31	$522,151
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$44,338
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$525,151
Amount contributed by the employer to the plan for this plan year	2017-12-31	$525,151
2016 : LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$575
Total income from all sources	2016-12-31	$796,733
Expenses. Total of all expenses incurred	2016-12-31	$155,856
Benefits paid (including direct rollovers)	2016-12-31	$117,701
Total plan assets at end of year	2016-12-31	$6,493,663
Total plan assets at beginning of year	2016-12-31	$5,853,361
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$361,107
Net income (gross income less expenses)	2016-12-31	$640,877
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,493,663
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,852,786
Assets. Value of participant loans	2016-12-31	$98,856
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$48,111
Total contributions received or receivable from employer(s)	2016-12-31	$435,626
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$38,155
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$435,626
Amount contributed by the employer to the plan for this plan year	2016-12-31	$435,626
2015 : LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$575
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$414,150
Expenses. Total of all expenses incurred	2015-12-31	$87,424
Benefits paid (including direct rollovers)	2015-12-31	$51,944
Total plan assets at end of year	2015-12-31	$5,853,361
Total plan assets at beginning of year	2015-12-31	$5,526,060
Value of fidelity bond covering the plan	2015-12-31	$500,000
Other income received	2015-12-31	$-31,817
Net income (gross income less expenses)	2015-12-31	$326,726
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,852,786
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,526,060
Assets. Value of participant loans	2015-12-31	$121,983
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$95,384
Total contributions received or receivable from employer(s)	2015-12-31	$445,967
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$35,480
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$445,967
Amount contributed by the employer to the plan for this plan year	2015-12-31	$445,967
2014 : LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$593,417
Expenses. Total of all expenses incurred	2014-12-31	$368,469
Benefits paid (including direct rollovers)	2014-12-31	$332,109
Total plan assets at end of year	2014-12-31	$5,526,060
Total plan assets at beginning of year	2014-12-31	$5,301,112
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$203,311
Net income (gross income less expenses)	2014-12-31	$224,948
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,526,060
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,301,112
Assets. Value of participant loans	2014-12-31	$171,085
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$104,531
Total contributions received or receivable from employer(s)	2014-12-31	$390,106
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$36,360
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$390,106
Amount contributed by the employer to the plan for this plan year	2014-12-31	$390,106
2013 : LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$797,385
Expenses. Total of all expenses incurred	2013-12-31	$200,601
Benefits paid (including direct rollovers)	2013-12-31	$172,795
Total plan assets at end of year	2013-12-31	$5,301,112
Total plan assets at beginning of year	2013-12-31	$4,704,328
Value of fidelity bond covering the plan	2013-12-31	$500,000
Other income received	2013-12-31	$507,652
Net income (gross income less expenses)	2013-12-31	$596,784
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,301,112
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,704,328
Assets. Value of participant loans	2013-12-31	$129,902
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$126,514
Total contributions received or receivable from employer(s)	2013-12-31	$289,733
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$27,806
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$289,733
Amount contributed by the employer to the plan for this plan year	2013-12-31	$289,733
2012 : LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$602,955
Expenses. Total of all expenses incurred	2012-12-31	$39,604
Benefits paid (including direct rollovers)	2012-12-31	$16,184
Total plan assets at end of year	2012-12-31	$4,704,328
Total plan assets at beginning of year	2012-12-31	$4,140,977
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$297,615
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$563,351
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,704,328
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,140,977
Assets. Value of participant loans	2012-12-31	$131,935
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$127,055
Total contributions received or receivable from employer(s)	2012-12-31	$305,340
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$23,420
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$305,340
Amount contributed by the employer to the plan for this plan year	2012-12-31	$305,340
2011 : LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$2,322,291
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$365,861
Expenses. Total of all expenses incurred	2011-12-31	$27,992
Benefits paid (including direct rollovers)	2011-12-31	$11,454
Total plan assets at end of year	2011-12-31	$4,140,977
Total plan assets at beginning of year	2011-12-31	$1,480,817
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$45,303
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$337,869
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,140,977
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,480,817
Assets. Value of participant loans	2011-12-31	$109,186
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$13,360
Total contributions received or receivable from employer(s)	2011-12-31	$320,558
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$16,538
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$320,558
Amount contributed by the employer to the plan for this plan year	2011-12-31	$320,558

Form 5500 Responses for LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN

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

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

43269

Policy instance

Insurance contract or identification number	43269
Number of Individuals Covered	1
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $60
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	60
Additional information about fees paid to insurance broker	PERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?	3

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

43269

Policy instance

Insurance contract or identification number	43269
Number of Individuals Covered	1
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $60
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	60
Additional information about fees paid to insurance broker	PERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?	3

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

43269

Policy instance

Insurance contract or identification number	43269
Number of Individuals Covered	1
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $61
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	61
Additional information about fees paid to insurance broker	PERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?	3

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

43269

Policy instance

Insurance contract or identification number	43269
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $61
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	61
Additional information about fees paid to insurance broker	PERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?	3

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

43269

Policy instance

Insurance contract or identification number	43269
Number of Individuals Covered	1
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $61
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	61
Additional information about fees paid to insurance broker	PERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?	3

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

43269

Policy instance

Insurance contract or identification number	43269
Number of Individuals Covered	1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $61
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	61
Additional information about fees paid to insurance broker	PERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	THOMAS JOSEPH MCTIGUE

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

43269

Policy instance

Insurance contract or identification number	43269
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $61
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	61
Additional information about fees paid to insurance broker	PERSISTENCY FEES AND OTHER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	THOMAS JOSEPH MCTIGUE

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

43269

Policy instance

Insurance contract or identification number	43269
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

43269

Policy instance

Insurance contract or identification number	43269
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

43269

Policy instance

Insurance contract or identification number	43269
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

43269

Policy instance

Insurance contract or identification number	43269
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	LUNG ROSE VOSS & WAGNILD
Employer identification number (EIN):	990243681
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers