401k Plan data: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN plan

WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 401k Plan overview

Plan Name	WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN
Plan identification number	001

WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.

401k Sponsoring company profile

WHITTIER EMPLOYEE RESOURCES INC. has sponsored the creation of one or more 401k plans.

Company Name: WHITTIER EMPLOYEE RESOURCES INC.

Employer identification number (EIN): 262549460

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 PHILIP M ARCIDI
001 2017-01-01 PHILIP M ARCIDI
001 2016-01-01 PHILIP M ARCIDI
001 2015-01-01 PHILIP M ARCIDI
001 2014-01-01 PHILIP M ARCIDI
001 2013-01-01 PHILIP M ARCIDI

Plan Statistics for WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN

401k plan membership statisitcs for WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN

Measure Date Value
2022: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,414
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,326
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 999
Total of all active and inactive participants 2022-01-01 2,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2,325
Number of participants with account balances 2022-01-01 2,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,259
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,346
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1,041
Total of all active and inactive participants 2021-01-01 2,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2,387
Number of participants with account balances 2021-01-01 2,035
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,391
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,444
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 792
Total of all active and inactive participants 2020-01-01 2,236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2,236
Number of participants with account balances 2020-01-01 1,878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,617
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,612
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 738
Total of all active and inactive participants 2019-01-01 2,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2,350
Number of participants with account balances 2019-01-01 1,920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,619
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,908
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 674
Total of all active and inactive participants 2018-01-01 2,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2,582
Number of participants with account balances 2018-01-01 2,089
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,570
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,945
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 637
Total of all active and inactive participants 2017-01-01 2,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2,582
Number of participants with account balances 2017-01-01 2,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,347
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,950
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 571
Total of all active and inactive participants 2016-01-01 2,521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2,521
Number of participants with account balances 2016-01-01 1,895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,335
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,816
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 495
Total of all active and inactive participants 2015-01-01 2,311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2,311
Number of participants with account balances 2015-01-01 1,701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,396
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,806
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 475
Total of all active and inactive participants 2014-01-01 2,281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2,281
Number of participants with account balances 2014-01-01 1,621
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,037
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,839
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 498
Total of all active and inactive participants 2013-01-01 2,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2,337
Number of participants with account balances 2013-01-01 1,613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2022: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,414
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,326
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	999
Total of all active and inactive participants	2022-01-01	2,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2,325
Number of participants with account balances	2022-01-01	2,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,259
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,346
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1,041
Total of all active and inactive participants	2021-01-01	2,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2,387
Number of participants with account balances	2021-01-01	2,035
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,391
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,444
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	792
Total of all active and inactive participants	2020-01-01	2,236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2,236
Number of participants with account balances	2020-01-01	1,878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,617
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,612
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	738
Total of all active and inactive participants	2019-01-01	2,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2,350
Number of participants with account balances	2019-01-01	1,920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,619
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,908
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	674
Total of all active and inactive participants	2018-01-01	2,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2,582
Number of participants with account balances	2018-01-01	2,089
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,570
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,945
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	637
Total of all active and inactive participants	2017-01-01	2,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2,582
Number of participants with account balances	2017-01-01	2,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,347
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,950
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	571
Total of all active and inactive participants	2016-01-01	2,521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2,521
Number of participants with account balances	2016-01-01	1,895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,335
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,816
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	495
Total of all active and inactive participants	2015-01-01	2,311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2,311
Number of participants with account balances	2015-01-01	1,701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,396
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,806
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	475
Total of all active and inactive participants	2014-01-01	2,281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2,281
Number of participants with account balances	2014-01-01	1,621
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,037
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,839
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	498
Total of all active and inactive participants	2013-01-01	2,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2,337
Number of participants with account balances	2013-01-01	1,613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN

Measure	Date	Value
2022 : WHITTIER EMPLOYEE RESOURCES INC. 401(K) 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	$-3,491,074
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,007,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,903,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,503,412
Value of total assets at end of year	2022-12-31	$30,697,762
Value of total assets at beginning of year	2022-12-31	$37,195,965
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$104,078
Total interest from all sources	2022-12-31	$5,214
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$3,868,183
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	$3,868,183
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	$2,473,133
Participant contributions at end of year	2022-12-31	$11,507
Participant contributions at beginning of year	2022-12-31	$26,324
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$30,206
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$104,078
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	$-6,498,203
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$30,697,762
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$37,195,965
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	$28,771,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$35,519,539
Interest on participant loans	2022-12-31	$654
Interest earned on other investments	2022-12-31	$4,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,915,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,650,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-9,867,883
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	$73
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,903,051
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2022-12-31	043499945
2021 : WHITTIER EMPLOYEE RESOURCES INC. 401(K) 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	$7,856,539
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,320,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,226,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,620,426
Value of total assets at end of year	2021-12-31	$37,195,965
Value of total assets at beginning of year	2021-12-31	$32,660,210
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$94,082
Total interest from all sources	2021-12-31	$19,849
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,907,944
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	$3,907,944
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,486,240
Participant contributions at end of year	2021-12-31	$26,324
Participant contributions at beginning of year	2021-12-31	$25,417
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$133,850
Other income not declared elsewhere	2021-12-31	$109
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	$4,535,755
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$37,195,965
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$32,660,210
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	$59,520
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$35,519,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$30,887,616
Interest on participant loans	2021-12-31	$925
Interest earned on other investments	2021-12-31	$18,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,650,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,747,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,308,211
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	$336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,226,702
Contract administrator fees	2021-12-31	$34,562
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2021-12-31	043499945
2020 : WHITTIER EMPLOYEE RESOURCES INC. 401(K) 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	$6,093,195
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,310,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,218,274
Value of total corrective distributions	2020-12-31	$16
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,465,396
Value of total assets at end of year	2020-12-31	$32,660,210
Value of total assets at beginning of year	2020-12-31	$28,877,491
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$92,186
Total interest from all sources	2020-12-31	$24,546
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,242,275
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	$2,242,275
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
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	$2,390,741
Participant contributions at end of year	2020-12-31	$25,417
Participant contributions at beginning of year	2020-12-31	$45,311
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$74,655
Administrative expenses (other) incurred	2020-12-31	$92,186
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	$3,782,719
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$32,660,210
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$28,877,491
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	$30,887,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$27,582,435
Interest on participant loans	2020-12-31	$1,476
Interest earned on other investments	2020-12-31	$23,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,747,177
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,249,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,360,978
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,218,274
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2020-12-31	043499945
2019 : WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2019 401k financial data
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 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	$7,732,886
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,204,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,105,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,508,730
Value of total assets at end of year	2019-12-31	$28,877,491
Value of total assets at beginning of year	2019-12-31	$24,348,788
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$98,750
Total interest from all sources	2019-12-31	$27,660
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,850,822
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	$1,850,822
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
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	$2,430,681
Participant contributions at end of year	2019-12-31	$45,311
Participant contributions at beginning of year	2019-12-31	$72,693
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$78,049
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	$4,528,703
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$28,877,491
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$24,348,788
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	$45,134
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$27,582,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$22,908,792
Interest on participant loans	2019-12-31	$2,566
Interest earned on other investments	2019-12-31	$25,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,249,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,367,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,345,674
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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,105,433
Contract administrator fees	2019-12-31	$53,616
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2019-12-31	043499945
2018 : WHITTIER EMPLOYEE RESOURCES INC. 401(K) 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	$1,299,129
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,580,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,497,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,857,771
Value of total assets at end of year	2018-12-31	$24,348,788
Value of total assets at beginning of year	2018-12-31	$26,629,714
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$82,267
Total interest from all sources	2018-12-31	$32,371
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,635,045
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	$2,635,045
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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	$2,723,811
Participant contributions at end of year	2018-12-31	$72,693
Participant contributions at beginning of year	2018-12-31	$79,199
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$133,960
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	$-2,280,926
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$24,348,788
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$26,629,714
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	$44,675
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$22,908,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$24,724,875
Interest on participant loans	2018-12-31	$2,701
Interest earned on other investments	2018-12-31	$29,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,367,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,825,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,226,058
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,497,788
Contract administrator fees	2018-12-31	$37,592
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2018-12-31	043499945
2017 : WHITTIER EMPLOYEE RESOURCES INC. 401(K) 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	$6,208,472
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,013,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,939,565
Expenses. Certain deemed distributions of participant loans	2017-12-31	$1,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,580,403
Value of total assets at end of year	2017-12-31	$26,629,714
Value of total assets at beginning of year	2017-12-31	$22,434,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$72,942
Total interest from all sources	2017-12-31	$39,250
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,407,361
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	$2,407,361
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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	$2,537,946
Participant contributions at end of year	2017-12-31	$79,199
Participant contributions at beginning of year	2017-12-31	$109,369
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$42,457
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	$4,194,914
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$26,629,714
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$22,434,800
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
Investment advisory and management fees	2017-12-31	$41,148
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$24,724,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$20,390,228
Interest on participant loans	2017-12-31	$3,399
Interest earned on other investments	2017-12-31	$35,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,825,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,935,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,181,458
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,939,565
Contract administrator fees	2017-12-31	$31,794
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2017-12-31	043499945
2016 : WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,956,548
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,860,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,795,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,373,415
Value of total assets at end of year	2016-12-31	$22,434,800
Value of total assets at beginning of year	2016-12-31	$20,338,988
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$64,982
Total interest from all sources	2016-12-31	$44,856
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$858,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$858,048
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,341,754
Participant contributions at end of year	2016-12-31	$109,369
Participant contributions at beginning of year	2016-12-31	$126,828
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$31,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,095,812
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$22,434,800
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$20,338,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$35,394
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$20,390,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$18,399,316
Income. Interest from loans (other than to participants)	2016-12-31	$4,246
Interest earned on other investments	2016-12-31	$40,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,935,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,812,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$680,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,795,754
Contract administrator fees	2016-12-31	$29,588
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2016-12-31	043499945
2015 : WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,117,833
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,070,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,004,951
Expenses. Certain deemed distributions of participant loans	2015-12-31	$1,294
Value of total corrective distributions	2015-12-31	$97
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,315,165
Value of total assets at end of year	2015-12-31	$20,338,988
Value of total assets at beginning of year	2015-12-31	$20,291,943
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$64,446
Total interest from all sources	2015-12-31	$38,516
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$709,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$709,329
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,167,177
Participant contributions at end of year	2015-12-31	$126,828
Participant contributions at beginning of year	2015-12-31	$113,569
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$147,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$47,045
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$20,338,988
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$20,291,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$34,551
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$18,399,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$18,796,107
Interest on participant loans	2015-12-31	$5,034
Interest earned on other investments	2015-12-31	$33,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,812,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,382,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-945,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,004,951
Contract administrator fees	2015-12-31	$29,895
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2015-12-31	043499945
2014 : WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$3,262,934
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,415,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,335,038
Expenses. Certain deemed distributions of participant loans	2014-12-31	$93
Value of total corrective distributions	2014-12-31	$18,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,198,794
Value of total assets at end of year	2014-12-31	$20,291,943
Value of total assets at beginning of year	2014-12-31	$18,444,567
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$61,984
Total interest from all sources	2014-12-31	$35,029
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$912,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$912,486
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,978,782
Participant contributions at end of year	2014-12-31	$113,569
Participant contributions at beginning of year	2014-12-31	$128,915
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$220,012
Administrative expenses (other) incurred	2014-12-31	$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,847,376
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$20,291,943
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$18,444,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$32,539
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$18,796,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$16,958,331
Interest on participant loans	2014-12-31	$4,721
Interest earned on other investments	2014-12-31	$30,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,382,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,357,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$116,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,335,038
Contract administrator fees	2014-12-31	$29,320
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	STEPHEN M SMITH & COMPANY LLC
Accountancy firm EIN	2014-12-31	133933987
2013 : WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$2,274,563
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,998,872
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,932,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,864,014
Value of total corrective distributions	2013-12-31	$16,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,934,778
Value of total assets at end of year	2013-12-31	$18,444,567
Value of total assets at beginning of year	2013-12-31	$13,103,688
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$51,746
Total interest from all sources	2013-12-31	$33,357
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$2,818
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$800,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,868,218
Participant contributions at end of year	2013-12-31	$128,915
Participant contributions at beginning of year	2013-12-31	$113,957
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$64,112
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$66,560
Administrative expenses (other) incurred	2013-12-31	$51,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,066,316
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$18,444,567
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$13,103,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$16,958,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$12,925,619
Interest on participant loans	2013-12-31	$6,688
Interest earned on other investments	2013-12-31	$26,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,357,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,027,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,864,014
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	STEPHEN M SMITH & CO LLC
Accountancy firm EIN	2013-12-31	133933987

Form 5500 Responses for WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN

2022: WHITTIER EMPLOYEE RESOURCES INC. 401(K) 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: WHITTIER EMPLOYEE RESOURCES INC. 401(K) 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: WHITTIER EMPLOYEE RESOURCES INC. 401(K) 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: WHITTIER EMPLOYEE RESOURCES INC. 401(K) 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: WHITTIER EMPLOYEE RESOURCES INC. 401(K) 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: WHITTIER EMPLOYEE RESOURCES INC. 401(K) 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
2016: WHITTIER EMPLOYEE RESOURCES INC. 401(K) 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WHITTIER EMPLOYEE RESOURCES INC. 401(K) 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WHITTIER EMPLOYEE RESOURCES INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61002-1

Policy instance

Insurance contract or identification number	MR 61002-1
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-10-28
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

780625-01

Policy instance

Insurance contract or identification number	780625-01
Number of Individuals Covered	151
Insurance policy start date	2022-10-29
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $642
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 $257
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61002-1

Policy instance

Insurance contract or identification number	MR 61002-1
Number of Individuals Covered	2035
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $3,196
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 $3,196
Insurance broker organization code?	1

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61002-1

Policy instance

Insurance contract or identification number	MR 61002-1
Number of Individuals Covered	1878
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $3,093
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 $3,093
Insurance broker organization code?	1

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61002-1

Policy instance

Insurance contract or identification number	MR 61002-1
Number of Individuals Covered	1920
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $2,744
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 $2,744
Insurance broker organization code?	1

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61002-1

Policy instance

Insurance contract or identification number	MR 61002-1
Number of Individuals Covered	2089
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $3,165
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 $3,165
Insurance broker organization code?	1

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61002-1

Policy instance

Insurance contract or identification number	MR 61002-1
Number of Individuals Covered	2014
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $3,791
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 $3,791
Insurance broker organization code?	1
Insurance broker name	FIRST REPUBLIC SECURITIES CO, LLC

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Company Name:	WHITTIER EMPLOYEE RESOURCES INC.
Employer identification number (EIN):	262549460
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities