401k Plan data: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN plan

STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 401k Plan overview

Plan Name	STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN
Plan identification number	501

STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Temporary disability (accident and sickness) Long-term disability cover

401k Sponsoring company profile

STEPHENSON EQUIPMENT, INC has sponsored the creation of one or more 401k plans.

Company Name: STEPHENSON EQUIPMENT, INC

Employer identification number (EIN): 251511922

NAIC Classification: 423400

Additional information about STEPHENSON EQUIPMENT, INC

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE

Incorporation Date:

Company Identification Number: 887213

More information about STEPHENSON EQUIPMENT, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2023-01-01
501 2022-01-01
501 2021-01-01
501 2020-01-01
501 2019-01-01
501 2018-01-01
501 2017-01-01 ROBERT CRISTE
501 2016-01-01 JENNIFER WALTZ
501 2015-01-01 ROBERT CRISTE
501 2014-01-01 ROBERT CRISTE
501 2013-01-01 ROBERT M. CRISTE ROBERT M. CRISTE 2014-07-30

Plan Statistics for STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN

401k plan membership statisitcs for STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN

Measure Date Value
2023: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 184
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 184
2022: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 161
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 0
Total of all active and inactive participants 2022-01-01 162
2021: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 161
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 0
Total of all active and inactive participants 2021-01-01 162
2020: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 156
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 158
2019: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 173
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 174
2018: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 146
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 147
2017: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 108
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 109
2016: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 96
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 96
2015: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 94
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 96
2014: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 93
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 93
2013: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 124
Total of all active and inactive participants 2013-01-01 124

Measure	Date	Value
2023: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	184
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	184
2022: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	161
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	0
Total of all active and inactive participants	2022-01-01	162
2021: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	161
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	0
Total of all active and inactive participants	2021-01-01	162
2020: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	156
Number of retired or separated participants receiving benefits	2020-01-01	2
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	158
2019: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	173
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	174
2018: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	146
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	147
2017: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	108
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	109
2016: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	96
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	96
2015: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	94
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	96
2014: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	93
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	93
2013: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	124
Total of all active and inactive participants	2013-01-01	124

Financial Data on STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN

Measure	Date	Value
2023 : STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$90
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$102,344
Total income from all sources (including contributions)	2023-12-31	$2,638,372
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$2,094,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,277,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,615,863
Value of total assets at end of year	2023-12-31	$686,129
Value of total assets at beginning of year	2023-12-31	$244,189
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$816,915
Total interest from all sources	2023-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$22,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$22,509
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$575,874
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$5,321
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$90
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$102,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$90
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$102,344
Administrative expenses (other) incurred	2023-12-31	$689,080
Total non interest bearing cash at end of year	2023-12-31	$0
Total non interest bearing cash at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$544,194
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$686,039
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$141,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$686,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$141,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$0
Assets. Invements in employer securities at beginning of year	2023-12-31	$0
Contributions received in cash from employer	2023-12-31	$2,034,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,277,263
Contract administrator fees	2023-12-31	$126,935
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	TROUT CPA
Accountancy firm EIN	2023-12-31	231551315
2022 : STEPHENSON EQUIPMENT, INC. GROUP MEDICAL 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	$102,344
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$12,069
Total income from all sources (including contributions)	2022-12-31	$1,873,474
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,540,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,857,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,868,340
Value of total assets at end of year	2022-12-31	$244,189
Value of total assets at beginning of year	2022-12-31	$821,381
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$683,478
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$5,134
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	$5,134
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	$536,141
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$102,344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$12,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$102,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$12,069
Administrative expenses (other) incurred	2022-12-31	$566,934
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
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
Income. Non cash contributions	2022-12-31	$8,108
Value of net income/loss	2022-12-31	$-667,467
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$141,845
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$809,312
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
Investment advisory and management fees	2022-12-31	$900
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$141,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$809,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
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
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$1,324,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,857,463
Contract administrator fees	2022-12-31	$115,644
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	TROUT CPA
Accountancy firm EIN	2022-12-31	231551315
2021 : STEPHENSON EQUIPMENT, INC. GROUP MEDICAL 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	$12,069
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$9,522
Total income from all sources (including contributions)	2021-12-31	$2,064,571
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,847,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,250,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,064,485
Value of total assets at end of year	2021-12-31	$821,381
Value of total assets at beginning of year	2021-12-31	$602,055
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$597,646
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$86
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	$86
Administrative expenses professional fees incurred	2021-12-31	$0
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$520,431
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$12,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$9,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$12,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$9,522
Administrative expenses (other) incurred	2021-12-31	$493,583
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
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	$216,779
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$809,312
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$592,533
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
Investment advisory and management fees	2021-12-31	$900
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$809,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$592,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
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
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$1,544,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,250,146
Contract administrator fees	2021-12-31	$103,163
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	TROUT CPA
Accountancy firm EIN	2021-12-31	231551315
2020 : STEPHENSON EQUIPMENT, INC. GROUP MEDICAL 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	$9,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$21,714
Total income from all sources (including contributions)	2020-12-31	$1,874,315
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,674,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,131,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,873,121
Value of total assets at end of year	2020-12-31	$602,055
Value of total assets at beginning of year	2020-12-31	$414,414
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$542,629
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,194
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	$1,194
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$467,697
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$12,129
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$9,522
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$21,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$9,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$21,714
Administrative expenses (other) incurred	2020-12-31	$434,341
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
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	$199,833
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$592,533
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$392,700
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
Investment advisory and management fees	2020-12-31	$900
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$592,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$392,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
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
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$1,393,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,131,853
Contract administrator fees	2020-12-31	$107,388
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	TROUT CPA
Accountancy firm EIN	2020-12-31	231551315
2019 : STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$21,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$23,240
Total income from all sources (including contributions)	2019-12-31	$1,826,948
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,727,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,208,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,818,649
Value of total assets at end of year	2019-12-31	$414,414
Value of total assets at beginning of year	2019-12-31	$317,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$519,716
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$8,299
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	$8,299
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$443,004
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$5,057
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$21,714
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$23,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$21,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$23,240
Administrative expenses (other) incurred	2019-12-31	$413,389
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$500
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	$99,105
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$392,700
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$294,095
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$900
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$392,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$293,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
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
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$1,370,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,208,127
Contract administrator fees	2019-12-31	$105,427
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	TROUT CPA
Accountancy firm EIN	2019-12-31	231551315
2018 : STEPHENSON EQUIPMENT, INC. GROUP MEDICAL 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	$23,240
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$24,770
Total income from all sources (including contributions)	2018-12-31	$1,574,516
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,385,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$950,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,570,500
Value of total assets at end of year	2018-12-31	$317,335
Value of total assets at beginning of year	2018-12-31	$129,547
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$434,210
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$4,016
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	$4,016
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$428,393
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$5,277
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$23,240
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$24,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$23,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$24,770
Administrative expenses (other) incurred	2018-12-31	$325,193
Total non interest bearing cash at end of year	2018-12-31	$500
Total non interest bearing cash at beginning of year	2018-12-31	$1,629
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	$189,318
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$294,095
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$104,777
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
Investment advisory and management fees	2018-12-31	$750
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$293,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$103,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
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
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$1,136,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$950,988
Contract administrator fees	2018-12-31	$108,267
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	TROUT, EBERSOLE & GROFF LLP
Accountancy firm EIN	2018-12-31	231551315
2017 : STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$24,770
Total plan liabilities at beginning of year	2017-12-31	$32,002
Total income from all sources	2017-12-31	$947,871
Expenses. Total of all expenses incurred	2017-12-31	$905,997
Benefits paid (including direct rollovers)	2017-12-31	$644,848
Total plan assets at end of year	2017-12-31	$129,547
Total plan assets at beginning of year	2017-12-31	$94,905
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$275,535
Expenses. Other expenses not covered elsewhere	2017-12-31	$196,596
Other income received	2017-12-31	$562
Net income (gross income less expenses)	2017-12-31	$41,874
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$104,777
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$62,903
Total contributions received or receivable from employer(s)	2017-12-31	$671,774
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$64,553
2016 : STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$32,002
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$814,291
Expenses. Total of all expenses incurred	2016-12-31	$784,868
Benefits paid (including direct rollovers)	2016-12-31	$525,081
Total plan assets at end of year	2016-12-31	$94,905
Total plan assets at beginning of year	2016-12-31	$33,480
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$213,486
Expenses. Other expenses not covered elsewhere	2016-12-31	$161,713
Other income received	2016-12-31	$132
Net income (gross income less expenses)	2016-12-31	$29,423
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$62,903
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$33,480
Total contributions received or receivable from employer(s)	2016-12-31	$600,673
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$98,074
2015 : STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$726,952
Expenses. Total of all expenses incurred	2015-12-31	$694,898
Benefits paid (including direct rollovers)	2015-12-31	$465,976
Total plan assets at end of year	2015-12-31	$33,480
Total plan assets at beginning of year	2015-12-31	$1,426
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$175,098
Expenses. Other expenses not covered elsewhere	2015-12-31	$135,198
Other income received	2015-12-31	$17
Net income (gross income less expenses)	2015-12-31	$32,054
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$33,480
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,426
Total contributions received or receivable from employer(s)	2015-12-31	$551,837
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$93,724
2014 : STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$777,368
Expenses. Total of all expenses incurred	2014-12-31	$775,942
Benefits paid (including direct rollovers)	2014-12-31	$680,851
Total plan assets at end of year	2014-12-31	$1,426
Total plan assets at beginning of year	2014-12-31	$0
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$117,883
Other income received	2014-12-31	$4
Net income (gross income less expenses)	2014-12-31	$1,426
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,426
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$659,481
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$95,091

Form 5500 Responses for STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN

2023: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2023-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2022: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL 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 – Trust	Yes
2022-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2022-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL 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 – Trust	Yes
2021-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2021-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL 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 – Trust	Yes
2020-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2020-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL 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 – Trust	Yes
2019-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2019-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

EXCESS REINSURANCE UNDERWRITERS (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

KBP

Policy instance

Insurance contract or identification number	KBP
Number of Individuals Covered	93
Insurance policy start date	2014-01-01
Insurance policy end date	2014-03-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $30,496
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )

Policy contract number

KBP

Policy instance

Insurance contract or identification number	KBP
Number of Individuals Covered	93
Insurance policy start date	2014-04-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $97,787
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

000010169350

Policy instance

Insurance contract or identification number	000010169350
Number of Individuals Covered	124
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $3,034
Total amount of fees paid to insurance company	USD $706
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $20,226
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,034
Amount paid for insurance broker fees	706
Additional information about fees paid to insurance broker	BROKER BONUS
Insurance broker organization code?	3
Insurance broker name	AMERICAN INS ADMNSTRS INC

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

Policy contract number

000010169349

Policy instance

Insurance contract or identification number	000010169349
Number of Individuals Covered	124
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $4,107
Total amount of fees paid to insurance company	USD $818
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $27,382
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,107
Amount paid for insurance broker fees	818
Additional information about fees paid to insurance broker	BROKER BONUS
Insurance broker organization code?	3
Insurance broker name	AMERICAN INS ADMNSTRS INC

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

Policy contract number

000010169348

Policy instance

Insurance contract or identification number	000010169348
Number of Individuals Covered	124
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $951
Total amount of fees paid to insurance company	USD $210
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
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $6,343
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $951
Amount paid for insurance broker fees	210
Additional information about fees paid to insurance broker	BROKER BONUS
Insurance broker organization code?	3
Insurance broker name	AMERICAN INS ADMNSTRS INC

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Company Name:	STEPHENSON EQUIPMENT, INC
Employer identification number (EIN):	251511922
NAIC Classification:	423400

Jurisdiction of Incorporation:	COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number:	887213