401k Plan data: MB MANAGEMENT COMPANY DISABILITY & LIFE INSURANCE PLAN plan

MB MANAGEMENT COMPANY DISABILITY & LIFE INSURANCE PLAN 401k Plan overview

Plan Name	MB MANAGEMENT COMPANY DISABILITY & LIFE INSURANCE PLAN
Plan identification number	502

MB MANAGEMENT COMPANY DISABILITY & LIFE INSURANCE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Temporary disability (accident and sickness) 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

MB MANAGEMENT COMPANY LIMITED PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name: MB MANAGEMENT COMPANY LIMITED PARTNERSHIP

Employer identification number (EIN): 043147506

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MB MANAGEMENT COMPANY DISABILITY & LIFE INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2012-01-01 STEVE ROBERTS
502 2011-01-01 STEVE ROBERTS
502 2010-01-01 STEVE ROBERTS
502 2009-01-01 STEVE ROBERTS

Plan id#	Filing Submission Date	Name of Administrator
502	2012-01-01	STEVE ROBERTS
502	2011-01-01	STEVE ROBERTS
502	2010-01-01	STEVE ROBERTS
502	2009-01-01	STEVE ROBERTS

Plan Statistics for MB MANAGEMENT COMPANY DISABILITY & LIFE INSURANCE PLAN

401k plan membership statisitcs for MB MANAGEMENT COMPANY DISABILITY & LIFE INSURANCE PLAN

Measure Date Value
2012: MB MANAGEMENT COMPANY DISABILITY & LIFE INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 76
Total of all active and inactive participants 2012-01-01 76
2011: MB MANAGEMENT COMPANY DISABILITY & LIFE INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 87
Total of all active and inactive participants 2011-01-01 87
2010: MB MANAGEMENT COMPANY DISABILITY & LIFE INSURANCE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 96
Total of all active and inactive participants 2010-01-01 96
2009: MB MANAGEMENT COMPANY DISABILITY & LIFE INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 106
Total of all active and inactive participants 2009-01-01 106

Measure	Date	Value
2012: MB MANAGEMENT COMPANY DISABILITY & LIFE INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	76
Total of all active and inactive participants	2012-01-01	76
2011: MB MANAGEMENT COMPANY DISABILITY & LIFE INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	87
Total of all active and inactive participants	2011-01-01	87
2010: MB MANAGEMENT COMPANY DISABILITY & LIFE INSURANCE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	96
Total of all active and inactive participants	2010-01-01	96
2009: MB MANAGEMENT COMPANY DISABILITY & LIFE INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	106
Total of all active and inactive participants	2009-01-01	106

Form 5500 Responses for MB MANAGEMENT COMPANY DISABILITY & LIFE INSURANCE PLAN

2012: MB MANAGEMENT COMPANY DISABILITY & LIFE INSURANCE 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 benefit arrangement – Insurance	Yes
2011: MB MANAGEMENT COMPANY DISABILITY & LIFE INSURANCE 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 benefit arrangement – Insurance	Yes
2010: MB MANAGEMENT COMPANY DISABILITY & LIFE INSURANCE 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 benefit arrangement – Insurance	Yes
2009: MB MANAGEMENT COMPANY DISABILITY & LIFE INSURANCE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

GLUG0AK1U

Policy instance

Insurance contract or identification number	GLUG0AK1U
Number of Individuals Covered	76
Insurance policy start date	2011-11-01
Insurance policy end date	2012-10-31
Total amount of commissions paid to insurance broker	USD $5,988
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	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 $5,988
Insurance broker organization code?	3
Insurance broker name	INTEGRATED INS SOLUTIONS LLC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

000010047294

Policy instance

Insurance contract or identification number	000010047294
Number of Individuals Covered	87
Insurance policy start date	2010-11-01
Insurance policy end date	2011-10-31
Total amount of commissions paid to insurance broker	USD $11,339
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

000010047294

Policy instance

Insurance contract or identification number	000010047294
Number of Individuals Covered	96
Insurance policy start date	2009-11-01
Insurance policy end date	2010-10-31
Total amount of commissions paid to insurance broker	USD $7,198
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	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 $4,663
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	CLEARY SCHULTZ INSUSRANCE LLC

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Company Name:	MB MANAGEMENT COMPANY LIMITED PARTNERSHIP
Employer identification number (EIN):	043147506
NAIC Classification:	531310