401k Plan data: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN plan

STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 401k Plan overview

Plan Name	STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN
Plan identification number	001

STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

STUBBINS, WATSON, BRYAN & WITUCKY CO., LPA has sponsored the creation of one or more 401k plans.

Company Name: STUBBINS, WATSON, BRYAN & WITUCKY CO., LPA

Employer identification number (EIN): 311178954

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KYLE WITUCKY 2024-07-23 KYLE WITUCKY 2024-07-23
001 2022-01-01 MARK A. WATSON 2023-07-10 MARK A. WATSON 2023-07-10
001 2021-01-01 MARK A. WATSON 2022-10-12
001 2020-01-01 MARK A WATSON 2021-07-18
001 2019-01-01 MARK A. WATSON 2020-10-12
001 2018-01-01 MARK WATSON 2019-07-24 MARK WATSON 2019-07-24
001 2018-01-01 MARK WATSON 2020-10-13
001 2017-01-01 MARK A. WATSON 2018-06-14 MARK A. WATSON 2018-06-14
001 2016-01-01 MARK A. WATSON 2017-10-14
001 2015-01-01 MARK A. WATSON
001 2014-01-01 MARK A. WATSON
001 2013-01-01 MARK A. WATSON
001 2012-01-01 MARK A. WATSON
001 2011-01-01 MARK WATSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KYLE WITUCKY	2024-07-23	KYLE WITUCKY	2024-07-23
001	2022-01-01	MARK A. WATSON	2023-07-10	MARK A. WATSON	2023-07-10
001	2021-01-01	MARK A. WATSON	2022-10-12
001	2020-01-01	MARK A WATSON	2021-07-18
001	2019-01-01	MARK A. WATSON	2020-10-12
001	2018-01-01	MARK WATSON	2019-07-24	MARK WATSON	2019-07-24
001	2018-01-01	MARK WATSON	2020-10-13
001	2017-01-01	MARK A. WATSON	2018-06-14	MARK A. WATSON	2018-06-14
001	2016-01-01	MARK A. WATSON	2017-10-14
001	2015-01-01	MARK A. WATSON
001	2014-01-01	MARK A. WATSON
001	2013-01-01	MARK A. WATSON
001	2012-01-01	MARK A. WATSON
001	2011-01-01	MARK WATSON

Plan Statistics for STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN

Measure Date Value
2015: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 15
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 0
Total of all active and inactive participants 2015-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 15
Number of participants with account balances 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
Number of retired or separated participants receiving benefits 2013-01-01 8
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 19
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2015: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	15
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	0
Total of all active and inactive participants	2015-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	15
Number of participants with account balances	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
Number of retired or separated participants receiving benefits	2013-01-01	8
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	19
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN

Measure	Date	Value
2015 : STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$265,396
Expenses. Total of all expenses incurred	2015-12-31	$7,182
Benefits paid (including direct rollovers)	2015-12-31	$7,182
Total plan assets at end of year	2015-12-31	$1,991,149
Total plan assets at beginning of year	2015-12-31	$1,732,935
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$23,472
Other income received	2015-12-31	$126,161
Net income (gross income less expenses)	2015-12-31	$258,214
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,991,149
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,732,935
Total contributions received or receivable from employer(s)	2015-12-31	$115,763
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$51,159
Expenses. Total of all expenses incurred	2014-12-31	$6,507
Benefits paid (including direct rollovers)	2014-12-31	$2,741
Total plan assets at end of year	2014-12-31	$1,732,935
Total plan assets at beginning of year	2014-12-31	$1,688,283
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$21,160
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-55,591
Net income (gross income less expenses)	2014-12-31	$44,652
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,732,935
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,688,283
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$85,590
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$3,766
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$382,355
Expenses. Total of all expenses incurred	2013-12-31	$93,801
Benefits paid (including direct rollovers)	2013-12-31	$93,801
Total plan assets at end of year	2013-12-31	$1,688,283
Total plan assets at beginning of year	2013-12-31	$1,399,729
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$17,697
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$268,948
Net income (gross income less expenses)	2013-12-31	$288,554
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,688,283
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,399,729
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$95,710
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$199,749
Expenses. Total of all expenses incurred	2012-12-31	$41,471
Benefits paid (including direct rollovers)	2012-12-31	$41,471
Total plan assets at end of year	2012-12-31	$1,399,729
Total plan assets at beginning of year	2012-12-31	$1,241,451
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$17,577
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$83,223
Net income (gross income less expenses)	2012-12-31	$158,278
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,399,729
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,241,451
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$98,949
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$168,571
Expenses. Total of all expenses incurred	2011-12-31	$1,437
Benefits paid (including direct rollovers)	2011-12-31	$1,437
Total plan assets at end of year	2011-12-31	$1,241,451
Total plan assets at beginning of year	2011-12-31	$1,074,317
Total contributions received or receivable from participants	2011-12-31	$17,510
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$61,138
Net income (gross income less expenses)	2011-12-31	$167,134
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,241,451
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,074,317
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$89,923
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0

Form 5500 Responses for STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN

2015: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION 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: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION 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: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION 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
2012: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

38758

Policy instance

Insurance contract or identification number	38758
Number of Individuals Covered	2
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $27
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	27
Additional information about fees paid to insurance broker	PERSISTENCY FEES OTHER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	FRANK J DOSCH

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

38758

Policy instance

Insurance contract or identification number	38758
Number of Individuals Covered	2
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $27
Total amount of fees paid to insurance company	USD $0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $27
Insurance broker organization code?	3
Insurance broker name	FRANK J DOSCH

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

38758

Policy instance

Insurance contract or identification number	38758
Number of Individuals Covered	2
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $27
Total amount of fees paid to insurance company	USD $0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $27
Insurance broker organization code?	3
Insurance broker name	FRANK J DOSCH

Potentially related plans

STUBBINS, WATSON & BRYAN CO., LPA EMPLOYEES PENSION PLAN [EIN = 311260842]

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Company Name:	STUBBINS, WATSON, BRYAN & WITUCKY CO., LPA
Employer identification number (EIN):	311178954
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers