401k Plan data: IKO HOURLY EMPLOYEE SAVINGS PLAN plan

IKO HOURLY EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan Name	IKO HOURLY EMPLOYEE SAVINGS PLAN
Plan identification number	002

IKO HOURLY EMPLOYEE SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

IKO INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: IKO INDUSTRIES, INC.

Employer identification number (EIN): 161007213

NAIC Classification: 324120

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IKO HOURLY EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 RICHARD FLINN

Plan Statistics for IKO HOURLY EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for IKO HOURLY EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: IKO HOURLY EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 561
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 365
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 215
Total of all active and inactive participants 2022-01-01 581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 582
Number of participants with account balances 2022-01-01 573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 43
2021: IKO HOURLY EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 471
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 378
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 182
Total of all active and inactive participants 2021-01-01 561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 561
Number of participants with account balances 2021-01-01 538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 23
2020: IKO HOURLY EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 364
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 348
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 122
Total of all active and inactive participants 2020-01-01 471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 471
Number of participants with account balances 2020-01-01 451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 25
2019: IKO HOURLY EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 328
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 278
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 81
Total of all active and inactive participants 2019-01-01 364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 364
Number of participants with account balances 2019-01-01 343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 19
2018: IKO HOURLY EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 262
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 267
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 58
Total of all active and inactive participants 2018-01-01 328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 328
Number of participants with account balances 2018-01-01 296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: IKO HOURLY EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 216
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 39
Total of all active and inactive participants 2017-01-01 255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 255
Number of participants with account balances 2017-01-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5

Measure	Date	Value
2022: IKO HOURLY EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	561
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	365
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	215
Total of all active and inactive participants	2022-01-01	581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	582
Number of participants with account balances	2022-01-01	573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	43
2021: IKO HOURLY EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	471
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	378
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	182
Total of all active and inactive participants	2021-01-01	561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	561
Number of participants with account balances	2021-01-01	538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	23
2020: IKO HOURLY EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	364
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	348
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	122
Total of all active and inactive participants	2020-01-01	471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	471
Number of participants with account balances	2020-01-01	451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	25
2019: IKO HOURLY EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	328
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	278
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	81
Total of all active and inactive participants	2019-01-01	364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	364
Number of participants with account balances	2019-01-01	343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	19
2018: IKO HOURLY EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	262
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	267
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	58
Total of all active and inactive participants	2018-01-01	328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	328
Number of participants with account balances	2018-01-01	296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: IKO HOURLY EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	216
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	39
Total of all active and inactive participants	2017-01-01	255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	255
Number of participants with account balances	2017-01-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5

Financial Data on IKO HOURLY EMPLOYEE SAVINGS PLAN

Measure	Date	Value
2022 : IKO HOURLY EMPLOYEE SAVINGS 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	$89,593
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,455,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,453,346
Value of total corrective distributions	2022-12-31	$544
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,884,109
Value of total assets at end of year	2022-12-31	$9,954,967
Value of total assets at beginning of year	2022-12-31	$11,321,274
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$2,010
Total interest from all sources	2022-12-31	$20,784
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$30,479
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	$30,479
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,150,627
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$24,431
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	$-1,366,307
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,954,967
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,321,274
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	$300,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$346,510
Interest earned on other investments	2022-12-31	$20,784
Value of interest in common/collective trusts at end of year	2022-12-31	$8,237,756
Value of interest in common/collective trusts at beginning of year	2022-12-31	$9,564,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,416,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,410,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-80,207
Net investment gain or loss from common/collective trusts	2022-12-31	$-1,765,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$709,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,453,346
Contract administrator fees	2022-12-31	$2,010
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	RSM US LLP
Accountancy firm EIN	2022-12-31	420714325
2021 : IKO HOURLY EMPLOYEE SAVINGS 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	$2,954,663
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,549,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,549,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,585,682
Value of total assets at end of year	2021-12-31	$11,321,274
Value of total assets at beginning of year	2021-12-31	$9,915,964
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$22,382
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$18,099
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	$18,099
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$982,763
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$4,922
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	$1,405,310
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,321,274
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,915,964
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	$346,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$353,979
Interest earned on other investments	2021-12-31	$22,382
Value of interest in common/collective trusts at end of year	2021-12-31	$9,564,265
Value of interest in common/collective trusts at beginning of year	2021-12-31	$8,009,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,410,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,552,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$37,625
Net investment gain or loss from common/collective trusts	2021-12-31	$1,290,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$597,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,549,353
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	RSM US LLP
Accountancy firm EIN	2021-12-31	420714325
2020 : IKO HOURLY EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,473,068
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,043,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,038,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,353,466
Value of total assets at end of year	2020-12-31	$9,915,964
Value of total assets at beginning of year	2020-12-31	$8,486,193
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,959
Total interest from all sources	2020-12-31	$26,615
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$15,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$15,504
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$721,330
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$47,242
Other income not declared elsewhere	2020-12-31	$-917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,429,771
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,915,964
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,486,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$353,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,809,102
Interest earned on other investments	2020-12-31	$26,615
Value of interest in common/collective trusts at end of year	2020-12-31	$8,009,887
Value of interest in common/collective trusts at beginning of year	2020-12-31	$4,376,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,552,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,300,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$-217,244
Net investment gain or loss from common/collective trusts	2020-12-31	$1,295,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$584,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,038,338
Contract administrator fees	2020-12-31	$4,959
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	RSM US LLP
Accountancy firm EIN	2020-12-31	420714325
2019 : IKO HOURLY EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,750,110
Total income from all sources (including contributions)	2019-12-31	$2,750,110
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$370,905
Total of all expenses incurred	2019-12-31	$370,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$361,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$361,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,382,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,382,893
Value of total assets at end of year	2019-12-31	$8,486,193
Value of total assets at end of year	2019-12-31	$8,486,193
Value of total assets at beginning of year	2019-12-31	$6,106,988
Value of total assets at beginning of year	2019-12-31	$6,106,988
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$9,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$9,125
Total interest from all sources	2019-12-31	$20,415
Total interest from all sources	2019-12-31	$20,415
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$143,688
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$143,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$143,688
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$143,688
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$756,418
Contributions received from participants	2019-12-31	$756,418
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$66,080
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$66,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,379,205
Value of net income/loss	2019-12-31	$2,379,205
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,486,193
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,486,193
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,106,988
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,106,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,809,102
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,809,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,593,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,593,842
Interest earned on other investments	2019-12-31	$20,415
Interest earned on other investments	2019-12-31	$20,415
Value of interest in common/collective trusts at end of year	2019-12-31	$4,376,527
Value of interest in common/collective trusts at end of year	2019-12-31	$4,376,527
Value of interest in common/collective trusts at beginning of year	2019-12-31	$527,753
Value of interest in common/collective trusts at beginning of year	2019-12-31	$527,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,300,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,300,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$985,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$985,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$651,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$651,126
Net investment gain or loss from common/collective trusts	2019-12-31	$551,988
Net investment gain or loss from common/collective trusts	2019-12-31	$551,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$560,395
Contributions received in cash from employer	2019-12-31	$560,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$361,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$361,780
Contract administrator fees	2019-12-31	$9,125
Contract administrator fees	2019-12-31	$9,125
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RSM US LLP
Accountancy firm name	2019-12-31	RSM US LLP
Accountancy firm EIN	2019-12-31	420714325
Accountancy firm EIN	2019-12-31	420714325
2018 : IKO HOURLY EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$857,179
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$473,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$472,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,225,988
Value of total assets at end of year	2018-12-31	$6,106,988
Value of total assets at beginning of year	2018-12-31	$5,723,072
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,224
Total interest from all sources	2018-12-31	$14,472
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$377,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$377,550
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$740,755
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$41,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$383,916
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,106,988
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,723,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,593,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,227,445
Interest earned on other investments	2018-12-31	$14,472
Value of interest in common/collective trusts at end of year	2018-12-31	$527,753
Value of interest in common/collective trusts at beginning of year	2018-12-31	$525,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$985,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$969,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-720,401
Net investment gain or loss from common/collective trusts	2018-12-31	$-40,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$443,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$472,039
Contract administrator fees	2018-12-31	$1,224
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RSM US LLP
Accountancy firm EIN	2018-12-31	420714325
2017 : IKO HOURLY EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,771,668
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$569,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$564,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$991,860
Value of total assets at end of year	2017-12-31	$5,723,072
Value of total assets at beginning of year	2017-12-31	$4,520,555
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,116
Total interest from all sources	2017-12-31	$13,964
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$264,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$264,560
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$526,253
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$115,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,202,517
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,723,072
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,520,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,227,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,071,915
Interest earned on other investments	2017-12-31	$13,964
Value of interest in common/collective trusts at end of year	2017-12-31	$525,693
Value of interest in common/collective trusts at beginning of year	2017-12-31	$438,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$969,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,009,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$407,208
Net investment gain or loss from common/collective trusts	2017-12-31	$94,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$349,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$564,035
Contract administrator fees	2017-12-31	$5,116
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	RSM US LLP
Accountancy firm EIN	2017-12-31	420714325

Form 5500 Responses for IKO HOURLY EMPLOYEE SAVINGS PLAN

2022: IKO HOURLY EMPLOYEE SAVINGS 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: IKO HOURLY EMPLOYEE SAVINGS 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: IKO HOURLY EMPLOYEE SAVINGS 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: IKO HOURLY EMPLOYEE SAVINGS 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: IKO HOURLY EMPLOYEE SAVINGS 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: IKO HOURLY EMPLOYEE SAVINGS 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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893536-087

Policy instance

Insurance contract or identification number	893536-087
Number of Individuals Covered	29
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $3,459
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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
Commission paid to Insurance Broker	USD $3,459
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893536-087

Policy instance

Insurance contract or identification number	893536-087
Number of Individuals Covered	37
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $3,665
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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
Commission paid to Insurance Broker	USD $3,665
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893536-087

Policy instance

Insurance contract or identification number	893536-087
Number of Individuals Covered	41
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $3,610
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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
Commission paid to Insurance Broker	USD $3,610
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893536-087

Policy instance

Insurance contract or identification number	893536-087
Number of Individuals Covered	39
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $2,808
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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
Commission paid to Insurance Broker	USD $2,808
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893536-087

Policy instance

Insurance contract or identification number	893536-087
Number of Individuals Covered	39
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $2,376
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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
Commission paid to Insurance Broker	USD $2,376
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893536-087

Policy instance

Insurance contract or identification number	893536-087
Number of Individuals Covered	43
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $2,324
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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
Commission paid to Insurance Broker	USD $2,324
Insurance broker organization code?	3
Insurance broker name	AMERIPRISE FINANCIAL SERVICES INC

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Company Name:	IKO INDUSTRIES, INC.
Employer identification number (EIN):	161007213
NAIC Classification:	324120