401k Plan data: CRESA PARTNERS HEALTH AND WELFARE PLAN plan

CRESA PARTNERS HEALTH AND WELFARE PLAN 401k Plan overview

Plan Name	CRESA PARTNERS HEALTH AND WELFARE PLAN
Plan identification number	501

CRESA PARTNERS HEALTH AND WELFARE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Long-term disability cover Death benefits (include travel accident but not life insurance) Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

CRESA PARTNERS LLC has sponsored the creation of one or more 401k plans.

Company Name: CRESA PARTNERS LLC

Employer identification number (EIN): 043420885

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRESA PARTNERS HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2013-01-01 CRESA PARTNERS LLC
501 2012-01-01 CRESA PARTNERS LLC
501 2011-01-01 CRESA PARTNERS LLC
501 2010-01-01 CRESA PARTNERS LLC CRESA PARTNERS LLC 2011-10-11
501 2009-01-01 CRESA PARTNERS LLC CRESA PARTNERS LLC 2011-10-11

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2013-01-01	CRESA PARTNERS LLC
501	2012-01-01	CRESA PARTNERS LLC
501	2011-01-01	CRESA PARTNERS LLC
501	2010-01-01	CRESA PARTNERS LLC	CRESA PARTNERS LLC	2011-10-11
501	2009-01-01	CRESA PARTNERS LLC	CRESA PARTNERS LLC	2011-10-11

Plan Statistics for CRESA PARTNERS HEALTH AND WELFARE PLAN

401k plan membership statisitcs for CRESA PARTNERS HEALTH AND WELFARE PLAN

Measure Date Value
2013: CRESA PARTNERS HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 585
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 270
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 0
Total of all active and inactive participants 2013-01-01 270
2012: CRESA PARTNERS HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 546
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 581
Number of retired or separated participants receiving benefits 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 585
2011: CRESA PARTNERS HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 275
Number of retired or separated participants receiving benefits 2011-01-01 10
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 285
2010: CRESA PARTNERS HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 286
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 265
Number of retired or separated participants receiving benefits 2010-01-01 10
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 275
2009: CRESA PARTNERS HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 295
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 0

Measure	Date	Value
2013: CRESA PARTNERS HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	585
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	270
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	0
Total of all active and inactive participants	2013-01-01	270
2012: CRESA PARTNERS HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	546
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	581
Number of retired or separated participants receiving benefits	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	585
2011: CRESA PARTNERS HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	275
Number of retired or separated participants receiving benefits	2011-01-01	10
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	285
2010: CRESA PARTNERS HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	286
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	265
Number of retired or separated participants receiving benefits	2010-01-01	10
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	275
2009: CRESA PARTNERS HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	295
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	0

Form 5500 Responses for CRESA PARTNERS HEALTH AND WELFARE PLAN

2013: CRESA PARTNERS HEALTH AND WELFARE 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 benefit arrangement – Insurance	Yes
2012: CRESA PARTNERS HEALTH AND WELFARE 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 benefit arrangement – Insurance	Yes
2011: CRESA PARTNERS HEALTH AND WELFARE 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 benefit arrangement – Insurance	Yes
2010: CRESA PARTNERS HEALTH AND WELFARE PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: CRESA PARTNERS HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	CRESA PARTNERS LLC
Employer identification number (EIN):	043420885
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers