401k Plan data: HALLORAN CONSULTING GROUP RETIREMENT PLAN plan

HALLORAN CONSULTING GROUP RETIREMENT PLAN 401k Plan overview

Plan Name	HALLORAN CONSULTING GROUP RETIREMENT PLAN
Plan identification number	001

HALLORAN CONSULTING GROUP RETIREMENT 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.
Stock bonus
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.
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
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 requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

HALLORAN CONSULTING GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: HALLORAN CONSULTING GROUP, INC.

Employer identification number (EIN): 043408953

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALLORAN CONSULTING GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01 TANIA ZIEJA 2021-10-01 TANIA ZIEJA 2021-10-01
001 2019-01-01 TANIA ZIEJA 2020-10-08 TANIA ZIEJA 2020-10-08
001 2018-01-01 TANIA ZIEJA 2019-10-10 TANIA ZIEJA 2019-10-10
001 2018-01-01 TANIA ZIEJA 2019-11-19 TANIA ZIEJA 2019-11-19
001 2017-01-01 TANIA ZIEJA 2018-09-12 TANIA ZIEJA 2018-09-12
001 2016-01-01 TANIA ZIEJA 2017-10-04 TANIA ZIEJA 2017-10-04
001 2015-01-01 TANIA ZIEJA 2016-07-14
001 2014-01-01 TANIA ZIEJA 2015-06-22 TANIA ZIEJA 2015-06-22
001 2013-01-01 TANIA ZIEJA 2014-07-25 TANIA ZIEJA 2014-07-25
001 2012-01-01 LAURIE HALLORAN 2013-07-02 LAURIE HALLORAN 2013-07-02
001 2011-01-01 LAURA HALLORAN 2012-04-10 LAURA HALLORAN 2012-04-10
001 2010-01-01 LAURA HALLORAN 2011-04-01 LAURA HALLORAN 2011-04-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01	TANIA ZIEJA	2021-10-01	TANIA ZIEJA	2021-10-01
001	2019-01-01	TANIA ZIEJA	2020-10-08	TANIA ZIEJA	2020-10-08
001	2018-01-01	TANIA ZIEJA	2019-10-10	TANIA ZIEJA	2019-10-10
001	2018-01-01	TANIA ZIEJA	2019-11-19	TANIA ZIEJA	2019-11-19
001	2017-01-01	TANIA ZIEJA	2018-09-12	TANIA ZIEJA	2018-09-12
001	2016-01-01	TANIA ZIEJA	2017-10-04	TANIA ZIEJA	2017-10-04
001	2015-01-01	TANIA ZIEJA	2016-07-14
001	2014-01-01	TANIA ZIEJA	2015-06-22	TANIA ZIEJA	2015-06-22
001	2013-01-01	TANIA ZIEJA	2014-07-25	TANIA ZIEJA	2014-07-25
001	2012-01-01	LAURIE HALLORAN	2013-07-02	LAURIE HALLORAN	2013-07-02
001	2011-01-01	LAURA HALLORAN	2012-04-10	LAURA HALLORAN	2012-04-10
001	2010-01-01	LAURA HALLORAN	2011-04-01	LAURA HALLORAN	2011-04-01

Plan Statistics for HALLORAN CONSULTING GROUP RETIREMENT PLAN

401k plan membership statisitcs for HALLORAN CONSULTING GROUP RETIREMENT PLAN

Measure Date Value
2022: HALLORAN CONSULTING GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 150
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 31
Total of all active and inactive participants 2022-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 181
Number of participants with account balances 2022-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: HALLORAN CONSULTING GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 91
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 0
Total of all active and inactive participants 2021-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 91
Number of participants with account balances 2021-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 12
2020: HALLORAN CONSULTING GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 77
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 0
Total of all active and inactive participants 2020-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 77
Number of participants with account balances 2020-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 75

Measure	Date	Value
2022: HALLORAN CONSULTING GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	150
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	31
Total of all active and inactive participants	2022-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	181
Number of participants with account balances	2022-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: HALLORAN CONSULTING GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	91
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	0
Total of all active and inactive participants	2021-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	91
Number of participants with account balances	2021-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	12
2020: HALLORAN CONSULTING GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	77
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	0
Total of all active and inactive participants	2020-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	77
Number of participants with account balances	2020-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	75

Financial Data on HALLORAN CONSULTING GROUP RETIREMENT PLAN

Measure	Date	Value
2022 : HALLORAN CONSULTING GROUP RETIREMENT PLAN 2022 401k financial data
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
Total income from all sources (including contributions)	2022-12-31	$1,078,024
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,782,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,693,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,528,064
Value of total assets at end of year	2022-12-31	$13,380,162
Value of total assets at beginning of year	2022-12-31	$14,084,376
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$89,227
Total interest from all sources	2022-12-31	$10,261
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$167,313
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	$167,313
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$300,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,887,643
Participant contributions at end of year	2022-12-31	$188,329
Participant contributions at beginning of year	2022-12-31	$136,887
Participant contributions at end of year	2022-12-31	$483
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$705,052
Other income not declared elsewhere	2022-12-31	$143
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
Value of net income/loss	2022-12-31	$-704,214
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,380,162
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$14,084,376
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,653,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$12,321,820
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,213,615
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,370,582
Interest on participant loans	2022-12-31	$10,261
Value of interest in common/collective trusts at end of year	2022-12-31	$316,633
Value of interest in common/collective trusts at beginning of year	2022-12-31	$251,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,368,240
Net investment gain/loss from pooled separate accounts	2022-12-31	$-264,377
Net investment gain or loss from common/collective trusts	2022-12-31	$4,860
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	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$935,369
Employer contributions (assets) at end of year	2022-12-31	$7,877
Employer contributions (assets) at beginning of year	2022-12-31	$4,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,693,011
Contract administrator fees	2022-12-31	$89,227
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
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MARCUM LLP
Accountancy firm EIN	2022-12-31	111986323
2021 : HALLORAN CONSULTING GROUP RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,551,359
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,124,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,044,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,716,860
Value of total assets at end of year	2021-12-31	$14,084,376
Value of total assets at beginning of year	2021-12-31	$10,657,276
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$80,124
Total interest from all sources	2021-12-31	$5,684
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$120,415
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$6,554,091
Total plan liabilities at beginning of year	2021-12-31	$6,009,581
Total income from all sources	2021-12-31	$3,570,351
Expenses. Total of all expenses incurred	2021-12-31	$88,959
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$8,561,110
Total plan assets at beginning of year	2021-12-31	$4,535,208
Value of fidelity bond covering the plan	2021-12-31	$300,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$88,959
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$3,238,428
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$3,481,392
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,007,019
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$-1,474,373
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2021-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$8,114,400
Total contributions received or receivable from employer(s)	2021-12-31	$331,923
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
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	$120,415
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	$1,519,879
Participant contributions at end of year	2021-12-31	$136,887
Participant contributions at beginning of year	2021-12-31	$107,730
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$355,031
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	$3,427,100
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$14,084,376
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,657,276
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$12,321,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,327,655
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,370,582
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$802,082
Interest on participant loans	2021-12-31	$5,684
Value of interest in common/collective trusts at end of year	2021-12-31	$251,049
Value of interest in common/collective trusts at beginning of year	2021-12-31	$222,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,466,322
Net investment gain/loss from pooled separate accounts	2021-12-31	$238,058
Net investment gain or loss from common/collective trusts	2021-12-31	$4,020
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	Yes
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	$841,950
Employer contributions (assets) at end of year	2021-12-31	$4,038
Employer contributions (assets) at beginning of year	2021-12-31	$197,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,044,135
Contract administrator fees	2021-12-31	$80,124
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	Unqualified
Accountancy firm name	2021-12-31	MARCUM LLP
Accountancy firm EIN	2021-12-31	111986323
2020 : HALLORAN CONSULTING GROUP RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$6,009,581
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$-1,471,234
Expenses. Total of all expenses incurred	2020-12-31	$3,139
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$4,535,208
Total plan assets at beginning of year	2020-12-31	$0
Value of fidelity bond covering the plan	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$3,139
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$-1,764,900
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-1,474,373
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$-1,474,373
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2020-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2020-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$4,535,100
Total contributions received or receivable from employer(s)	2020-12-31	$293,666
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0

Form 5500 Responses for HALLORAN CONSULTING GROUP RETIREMENT PLAN

2022: HALLORAN CONSULTING GROUP RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
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: HALLORAN CONSULTING GROUP RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HALLORAN CONSULTING GROUP RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	First time form 5500 has been submitted	Yes
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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

463029

Policy instance

Insurance contract or identification number	463029
Number of Individuals Covered	181
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $3,165
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,165
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

463029

Policy instance

Insurance contract or identification number	463029
Number of Individuals Covered	173
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $2,355
Total amount of fees paid to insurance company	USD $213
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,355
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

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Company Name:	HALLORAN CONSULTING GROUP, INC.
Employer identification number (EIN):	043408953
NAIC Classification:	541600