401k Plan data: WELCH BROS., INC. PROFIT SHARING PLAN plan

WELCH BROS., INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	WELCH BROS., INC. PROFIT SHARING PLAN
Plan identification number	001

WELCH BROS., INC. PROFIT SHARING 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.
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

WELCH BROS., INC. has sponsored the creation of one or more 401k plans.

Company Name: WELCH BROS., INC.

Employer identification number (EIN): 363115602

NAIC Classification: 444190
NAIC Description: Other Building Material Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELCH BROS., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-04-01
001 2021-04-01
001 2020-04-01
001 2020-04-01
001 2019-04-01
001 2018-04-01
001 2017-04-01 MICHAEL J NAWROCKI MICHAEL J. NAWROCKI 2019-01-02
001 2016-04-01 MICHAEL J. NAWROCKI MICHAEL J. NAWROCKI 2018-01-04
001 2015-04-01 MICHAEL J. NAWROCKI MICHAEL J. NAWROCKI 2017-01-03
001 2014-04-01 MICHAEL J. NAWROCKI MICHAEL J. NAWROCKI 2016-01-04
001 2014-04-01 2016-01-04
001 2013-04-01 MICHAEL J. NAWROCKI MICHAEL J. NAWROCKI 2014-12-05
001 2012-04-01 MICHAEL J. NAWROCKI MICHAEL J. NAWROCKI 2014-01-13
001 2011-04-01 MICHAEL J. NAWROCKI MICHAEL J. NAWROCKI 2012-11-19
001 2010-04-01 MICHAEL J. NAWROCKI
001 2009-04-01 MICHAEL J. NAWROCKI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-04-01
001	2021-04-01
001	2020-04-01
001	2020-04-01
001	2019-04-01
001	2018-04-01
001	2017-04-01	MICHAEL J NAWROCKI		MICHAEL J. NAWROCKI	2019-01-02
001	2016-04-01	MICHAEL J. NAWROCKI		MICHAEL J. NAWROCKI	2018-01-04
001	2015-04-01	MICHAEL J. NAWROCKI		MICHAEL J. NAWROCKI	2017-01-03
001	2014-04-01	MICHAEL J. NAWROCKI		MICHAEL J. NAWROCKI	2016-01-04
001	2014-04-01		2016-01-04
001	2013-04-01	MICHAEL J. NAWROCKI		MICHAEL J. NAWROCKI	2014-12-05
001	2012-04-01	MICHAEL J. NAWROCKI		MICHAEL J. NAWROCKI	2014-01-13
001	2011-04-01	MICHAEL J. NAWROCKI		MICHAEL J. NAWROCKI	2012-11-19
001	2010-04-01	MICHAEL J. NAWROCKI
001	2009-04-01	MICHAEL J. NAWROCKI

Plan Statistics for WELCH BROS., INC. PROFIT SHARING PLAN

401k plan membership statisitcs for WELCH BROS., INC. PROFIT SHARING PLAN

Measure Date Value
2022: WELCH BROS., INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-04-01 217
Total number of active participants reported on line 7a of the Form 5500 2022-04-01 200
Number of retired or separated participants receiving benefits 2022-04-01 2
Number of other retired or separated participants entitled to future benefits 2022-04-01 26
Total of all active and inactive participants 2022-04-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-04-01 0
Total participants 2022-04-01 228
Number of participants with account balances 2022-04-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-04-01 2
2021: WELCH BROS., INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-04-01 184
Total number of active participants reported on line 7a of the Form 5500 2021-04-01 181
Number of retired or separated participants receiving benefits 2021-04-01 0
Number of other retired or separated participants entitled to future benefits 2021-04-01 31
Total of all active and inactive participants 2021-04-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-04-01 0
Total participants 2021-04-01 212
Number of participants with account balances 2021-04-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-04-01 6
2020: WELCH BROS., INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 200
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 182
Number of retired or separated participants receiving benefits 2020-04-01 0
Number of other retired or separated participants entitled to future benefits 2020-04-01 23
Total of all active and inactive participants 2020-04-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 205
Number of participants with account balances 2020-04-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 1
2019: WELCH BROS., INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-04-01 195
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 179
Number of retired or separated participants receiving benefits 2019-04-01 0
Number of other retired or separated participants entitled to future benefits 2019-04-01 21
Total of all active and inactive participants 2019-04-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 0
Total participants 2019-04-01 200
Number of participants with account balances 2019-04-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-04-01 2
2018: WELCH BROS., INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 192
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 170
Number of retired or separated participants receiving benefits 2018-04-01 0
Number of other retired or separated participants entitled to future benefits 2018-04-01 24
Total of all active and inactive participants 2018-04-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 194
Number of participants with account balances 2018-04-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 1
2017: WELCH BROS., INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 191
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 182
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 17
Total of all active and inactive participants 2017-04-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 199
Number of participants with account balances 2017-04-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 0
2016: WELCH BROS., INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 190
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 171
Number of retired or separated participants receiving benefits 2016-04-01 0
Number of other retired or separated participants entitled to future benefits 2016-04-01 17
Total of all active and inactive participants 2016-04-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 188
Number of participants with account balances 2016-04-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 0
2015: WELCH BROS., INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 169
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 174
Number of retired or separated participants receiving benefits 2015-04-01 0
Number of other retired or separated participants entitled to future benefits 2015-04-01 18
Total of all active and inactive participants 2015-04-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 0
Total participants 2015-04-01 192
Number of participants with account balances 2015-04-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 2
2014: WELCH BROS., INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 167
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 154
Number of retired or separated participants receiving benefits 2014-04-01 0
Number of other retired or separated participants entitled to future benefits 2014-04-01 14
Total of all active and inactive participants 2014-04-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 0
Total participants 2014-04-01 168
Number of participants with account balances 2014-04-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 4
2013: WELCH BROS., INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 156
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 156
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 11
Total of all active and inactive participants 2013-04-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 167
Number of participants with account balances 2013-04-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 0
2012: WELCH BROS., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 153
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 146
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 10
Total of all active and inactive participants 2012-04-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 0
Total participants 2012-04-01 156
Number of participants with account balances 2012-04-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 4
2011: WELCH BROS., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 159
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 144
Number of retired or separated participants receiving benefits 2011-04-01 0
Number of other retired or separated participants entitled to future benefits 2011-04-01 11
Total of all active and inactive participants 2011-04-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 155
Number of participants with account balances 2011-04-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 0
2010: WELCH BROS., INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-04-01 163
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 147
Number of retired or separated participants receiving benefits 2010-04-01 0
Number of other retired or separated participants entitled to future benefits 2010-04-01 12
Total of all active and inactive participants 2010-04-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-04-01 0
Total participants 2010-04-01 159
Number of participants with account balances 2010-04-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 0
2009: WELCH BROS., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-04-01 168
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 153
Number of retired or separated participants receiving benefits 2009-04-01 0
Number of other retired or separated participants entitled to future benefits 2009-04-01 9
Total of all active and inactive participants 2009-04-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 0
Total participants 2009-04-01 162
Number of participants with account balances 2009-04-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 3

Measure	Date	Value
2022: WELCH BROS., INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-04-01	217
Total number of active participants reported on line 7a of the Form 5500	2022-04-01	200
Number of retired or separated participants receiving benefits	2022-04-01	2
Number of other retired or separated participants entitled to future benefits	2022-04-01	26
Total of all active and inactive participants	2022-04-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-04-01	0
Total participants	2022-04-01	228
Number of participants with account balances	2022-04-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-04-01	2
2021: WELCH BROS., INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-04-01	184
Total number of active participants reported on line 7a of the Form 5500	2021-04-01	181
Number of retired or separated participants receiving benefits	2021-04-01	0
Number of other retired or separated participants entitled to future benefits	2021-04-01	31
Total of all active and inactive participants	2021-04-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-04-01	0
Total participants	2021-04-01	212
Number of participants with account balances	2021-04-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-04-01	6
2020: WELCH BROS., INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	200
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	182
Number of retired or separated participants receiving benefits	2020-04-01	0
Number of other retired or separated participants entitled to future benefits	2020-04-01	23
Total of all active and inactive participants	2020-04-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	205
Number of participants with account balances	2020-04-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	1
2019: WELCH BROS., INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-04-01	195
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	179
Number of retired or separated participants receiving benefits	2019-04-01	0
Number of other retired or separated participants entitled to future benefits	2019-04-01	21
Total of all active and inactive participants	2019-04-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	0
Total participants	2019-04-01	200
Number of participants with account balances	2019-04-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-04-01	2
2018: WELCH BROS., INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	192
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	170
Number of retired or separated participants receiving benefits	2018-04-01	0
Number of other retired or separated participants entitled to future benefits	2018-04-01	24
Total of all active and inactive participants	2018-04-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	194
Number of participants with account balances	2018-04-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	1
2017: WELCH BROS., INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	191
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	182
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	17
Total of all active and inactive participants	2017-04-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	199
Number of participants with account balances	2017-04-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	0
2016: WELCH BROS., INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	190
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	171
Number of retired or separated participants receiving benefits	2016-04-01	0
Number of other retired or separated participants entitled to future benefits	2016-04-01	17
Total of all active and inactive participants	2016-04-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	188
Number of participants with account balances	2016-04-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	0
2015: WELCH BROS., INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	169
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	174
Number of retired or separated participants receiving benefits	2015-04-01	0
Number of other retired or separated participants entitled to future benefits	2015-04-01	18
Total of all active and inactive participants	2015-04-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	0
Total participants	2015-04-01	192
Number of participants with account balances	2015-04-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	2
2014: WELCH BROS., INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	167
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	154
Number of retired or separated participants receiving benefits	2014-04-01	0
Number of other retired or separated participants entitled to future benefits	2014-04-01	14
Total of all active and inactive participants	2014-04-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	0
Total participants	2014-04-01	168
Number of participants with account balances	2014-04-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	4
2013: WELCH BROS., INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	156
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	156
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	11
Total of all active and inactive participants	2013-04-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	167
Number of participants with account balances	2013-04-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	0
2012: WELCH BROS., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	153
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	146
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	10
Total of all active and inactive participants	2012-04-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	0
Total participants	2012-04-01	156
Number of participants with account balances	2012-04-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	4
2011: WELCH BROS., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	159
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	144
Number of retired or separated participants receiving benefits	2011-04-01	0
Number of other retired or separated participants entitled to future benefits	2011-04-01	11
Total of all active and inactive participants	2011-04-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	155
Number of participants with account balances	2011-04-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	0
2010: WELCH BROS., INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-04-01	163
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	147
Number of retired or separated participants receiving benefits	2010-04-01	0
Number of other retired or separated participants entitled to future benefits	2010-04-01	12
Total of all active and inactive participants	2010-04-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-04-01	0
Total participants	2010-04-01	159
Number of participants with account balances	2010-04-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	0
2009: WELCH BROS., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-04-01	168
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	153
Number of retired or separated participants receiving benefits	2009-04-01	0
Number of other retired or separated participants entitled to future benefits	2009-04-01	9
Total of all active and inactive participants	2009-04-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	0
Total participants	2009-04-01	162
Number of participants with account balances	2009-04-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	3

Financial Data on WELCH BROS., INC. PROFIT SHARING PLAN

Measure	Date	Value
2023 : WELCH BROS., INC. PROFIT SHARING PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-03-31	$0
Total unrealized appreciation/depreciation of assets	2023-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-03-31	$0
Expenses. Interest paid	2023-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-03-31	$0
Total income from all sources (including contributions)	2023-03-31	$1,615,119
Total loss/gain on sale of assets	2023-03-31	$0
Total of all expenses incurred	2023-03-31	$1,323,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-03-31	$1,322,949
Expenses. Certain deemed distributions of participant loans	2023-03-31	$0
Value of total corrective distributions	2023-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-03-31	$3,318,035
Value of total assets at end of year	2023-03-31	$47,148,489
Value of total assets at beginning of year	2023-03-31	$46,856,968
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-03-31	$649
Total income from rents	2023-03-31	$0
Total interest from all sources	2023-03-31	$417,246
Total dividends received (eg from common stock, registered investment company shares)	2023-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-03-31	$0
Assets. Real estate other than employer real property at end of year	2023-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-03-31	$0
Administrative expenses professional fees incurred	2023-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-03-31	$0
Was this plan covered by a fidelity bond	2023-03-31	Yes
Value of fidelity bond cover	2023-03-31	$500,000
If this is an individual account plan, was there a blackout period	2023-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-03-31	No
Contributions received from participants	2023-03-31	$718,035
Participant contributions at end of year	2023-03-31	$541,991
Participant contributions at beginning of year	2023-03-31	$496,935
Participant contributions at end of year	2023-03-31	$0
Participant contributions at beginning of year	2023-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2023-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-03-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-03-31	$0
Assets. Loans (other than to participants) at end of year	2023-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-03-31	$0
Other income not declared elsewhere	2023-03-31	$0
Administrative expenses (other) incurred	2023-03-31	$0
Total non interest bearing cash at end of year	2023-03-31	$0
Total non interest bearing cash at beginning of year	2023-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-03-31	No
Income. Non cash contributions	2023-03-31	$0
Value of net income/loss	2023-03-31	$291,521
Value of net assets at end of year (total assets less liabilities)	2023-03-31	$47,148,489
Value of net assets at beginning of year (total assets less liabilities)	2023-03-31	$46,856,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-03-31	No
Were any leases to which the plan was party in default or uncollectible	2023-03-31	No
Assets. partnership/joint venture interests at end of year	2023-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-03-31	$0
Investment advisory and management fees	2023-03-31	$649
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-03-31	$30,160,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-03-31	$31,352,298
Value of interest in pooled separate accounts at end of year	2023-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2023-03-31	$0
Interest on participant loans	2023-03-31	$25,704
Income. Interest from loans (other than to participants)	2023-03-31	$0
Interest earned on other investments	2023-03-31	$391,542
Income. Interest from US Government securities	2023-03-31	$0
Income. Interest from corporate debt instruments	2023-03-31	$0
Value of interest in master investment trust accounts at end of year	2023-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-03-31	$0
Value of interest in common/collective trusts at end of year	2023-03-31	$0
Value of interest in common/collective trusts at beginning of year	2023-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-03-31	$13,845,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-03-31	$12,607,735
Expenses. Payments to insurance carriers foe the provision of benefits	2023-03-31	$0
Asset value of US Government securities at end of year	2023-03-31	$0
Asset value of US Government securities at beginning of year	2023-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-03-31	$-2,120,162
Net investment gain or loss from common/collective trusts	2023-03-31	$0
Net gain/loss from 103.12 investment entities	2023-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-03-31	No
Was there a failure to transmit to the plan any participant contributions	2023-03-31	No
Has the plan failed to provide any benefit when due under the plan	2023-03-31	No
Assets. Invements in employer securities at end of year	2023-03-31	$0
Assets. Invements in employer securities at beginning of year	2023-03-31	$0
Assets. Value of employer real property at end of year	2023-03-31	$0
Assets. Value of employer real property at beginning of year	2023-03-31	$0
Contributions received in cash from employer	2023-03-31	$2,600,000
Employer contributions (assets) at end of year	2023-03-31	$2,600,000
Employer contributions (assets) at beginning of year	2023-03-31	$2,400,000
Income. Dividends from preferred stock	2023-03-31	$0
Income. Dividends from common stock	2023-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-03-31	$1,322,949
Asset. Corporate debt instrument preferred debt at end of year	2023-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-03-31	$0
Contract administrator fees	2023-03-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2023-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2023-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-03-31	$0
Did the plan have assets held for investment	2023-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-03-31	No
Aggregate proceeds on sale of assets	2023-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2023-03-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-03-31	$0
Opinion of an independent qualified public accountant for this plan	2023-03-31	Unqualified
Accountancy firm name	2023-03-31	WSDD CPAS, LTD
Accountancy firm EIN	2023-03-31	362996439
2022 : WELCH BROS., INC. PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-03-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-03-31	$0
Total unrealized appreciation/depreciation of assets	2022-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-03-31	$0
Expenses. Interest paid	2022-03-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-03-31	$0
Total income from all sources (including contributions)	2022-03-31	$4,843,544
Total loss/gain on sale of assets	2022-03-31	$0
Total of all expenses incurred	2022-03-31	$1,581,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-03-31	$1,473,776
Expenses. Certain deemed distributions of participant loans	2022-03-31	$0
Value of total corrective distributions	2022-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-03-31	$3,028,720
Value of total assets at end of year	2022-03-31	$46,856,968
Value of total assets at beginning of year	2022-03-31	$43,595,245
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-03-31	$108,045
Total income from rents	2022-03-31	$0
Total interest from all sources	2022-03-31	$630,741
Total dividends received (eg from common stock, registered investment company shares)	2022-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-03-31	$0
Assets. Real estate other than employer real property at end of year	2022-03-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-03-31	$0
Administrative expenses professional fees incurred	2022-03-31	$106,575
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-03-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-03-31	$0
Was this plan covered by a fidelity bond	2022-03-31	Yes
Value of fidelity bond cover	2022-03-31	$500,000
If this is an individual account plan, was there a blackout period	2022-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2022-03-31	No
Contributions received from participants	2022-03-31	$628,720
Participant contributions at end of year	2022-03-31	$496,935
Participant contributions at beginning of year	2022-03-31	$472,937
Participant contributions at end of year	2022-03-31	$0
Participant contributions at beginning of year	2022-03-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-03-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-03-31	$0
Assets. Loans (other than to participants) at end of year	2022-03-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-03-31	$0
Other income not declared elsewhere	2022-03-31	$0
Administrative expenses (other) incurred	2022-03-31	$0
Total non interest bearing cash at end of year	2022-03-31	$0
Total non interest bearing cash at beginning of year	2022-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-03-31	No
Income. Non cash contributions	2022-03-31	$0
Value of net income/loss	2022-03-31	$3,261,723
Value of net assets at end of year (total assets less liabilities)	2022-03-31	$46,856,968
Value of net assets at beginning of year (total assets less liabilities)	2022-03-31	$43,595,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-03-31	No
Were any leases to which the plan was party in default or uncollectible	2022-03-31	No
Assets. partnership/joint venture interests at end of year	2022-03-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-03-31	$0
Investment advisory and management fees	2022-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-03-31	$31,352,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-03-31	$29,301,963
Interest on participant loans	2022-03-31	$23,921
Income. Interest from loans (other than to participants)	2022-03-31	$0
Interest earned on other investments	2022-03-31	$606,820
Income. Interest from US Government securities	2022-03-31	$0
Income. Interest from corporate debt instruments	2022-03-31	$0
Value of interest in master investment trust accounts at end of year	2022-03-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-03-31	$0
Value of interest in common/collective trusts at end of year	2022-03-31	$0
Value of interest in common/collective trusts at beginning of year	2022-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-03-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-03-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-03-31	$12,607,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-03-31	$11,320,345
Expenses. Payments to insurance carriers foe the provision of benefits	2022-03-31	$0
Asset value of US Government securities at end of year	2022-03-31	$0
Asset value of US Government securities at beginning of year	2022-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-03-31	$0
Net investment gain/loss from pooled separate accounts	2022-03-31	$1,184,083
Net investment gain or loss from common/collective trusts	2022-03-31	$0
Net gain/loss from 103.12 investment entities	2022-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-03-31	No
Was there a failure to transmit to the plan any participant contributions	2022-03-31	No
Has the plan failed to provide any benefit when due under the plan	2022-03-31	No
Assets. Invements in employer securities at end of year	2022-03-31	$0
Assets. Invements in employer securities at beginning of year	2022-03-31	$0
Assets. Value of employer real property at end of year	2022-03-31	$0
Assets. Value of employer real property at beginning of year	2022-03-31	$0
Contributions received in cash from employer	2022-03-31	$2,400,000
Employer contributions (assets) at end of year	2022-03-31	$2,400,000
Employer contributions (assets) at beginning of year	2022-03-31	$2,500,000
Income. Dividends from preferred stock	2022-03-31	$0
Income. Dividends from common stock	2022-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-03-31	$1,473,776
Asset. Corporate debt instrument preferred debt at end of year	2022-03-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-03-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-03-31	$0
Contract administrator fees	2022-03-31	$1,470
Assets. Corporate common stocks other than exployer securities at end of year	2022-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-03-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-03-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-03-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-03-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-03-31	$0
Did the plan have assets held for investment	2022-03-31	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	2022-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-03-31	No
Aggregate proceeds on sale of assets	2022-03-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-03-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-03-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-03-31	$0
Opinion of an independent qualified public accountant for this plan	2022-03-31	Unqualified
Accountancy firm name	2022-03-31	WSDD CPAS, LTD
Accountancy firm EIN	2022-03-31	362996439
2021 : WELCH BROS., INC. PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-03-31	$0
Total unrealized appreciation/depreciation of assets	2021-03-31	$0
Total transfer of assets to this plan	2021-03-31	$0
Total transfer of assets from this plan	2021-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-03-31	$0
Total income from all sources (including contributions)	2021-03-31	$12,819,084
Total loss/gain on sale of assets	2021-03-31	$0
Total of all expenses incurred	2021-03-31	$787,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-03-31	$717,721
Expenses. Certain deemed distributions of participant loans	2021-03-31	$0
Value of total corrective distributions	2021-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-03-31	$3,053,600
Value of total assets at end of year	2021-03-31	$43,595,245
Value of total assets at beginning of year	2021-03-31	$31,564,017
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-03-31	$70,135
Total interest from all sources	2021-03-31	$345,115
Total dividends received (eg from common stock, registered investment company shares)	2021-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-03-31	No
Administrative expenses professional fees incurred	2021-03-31	$67,975
Was this plan covered by a fidelity bond	2021-03-31	Yes
Value of fidelity bond cover	2021-03-31	$500,000
If this is an individual account plan, was there a blackout period	2021-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-03-31	No
Contributions received from participants	2021-03-31	$553,600
Participant contributions at end of year	2021-03-31	$472,937
Participant contributions at beginning of year	2021-03-31	$477,007
Participant contributions at beginning of year	2021-03-31	$2,738
Assets. Other investments not covered elsewhere at end of year	2021-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-03-31	$0
Other income not declared elsewhere	2021-03-31	$0
Administrative expenses (other) incurred	2021-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-03-31	No
Value of net income/loss	2021-03-31	$12,031,228
Value of net assets at end of year (total assets less liabilities)	2021-03-31	$43,595,245
Value of net assets at beginning of year (total assets less liabilities)	2021-03-31	$31,564,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-03-31	No
Were any leases to which the plan was party in default or uncollectible	2021-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-03-31	$29,301,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-03-31	$18,875,549
Value of interest in pooled separate accounts at end of year	2021-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-03-31	$0
Interest on participant loans	2021-03-31	$25,097
Interest earned on other investments	2021-03-31	$320,018
Value of interest in common/collective trusts at end of year	2021-03-31	$0
Value of interest in common/collective trusts at beginning of year	2021-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-03-31	$11,320,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-03-31	$10,208,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-03-31	$0
Net investment gain/loss from pooled separate accounts	2021-03-31	$9,420,369
Net investment gain or loss from common/collective trusts	2021-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-03-31	No
Was there a failure to transmit to the plan any participant contributions	2021-03-31	No
Has the plan failed to provide any benefit when due under the plan	2021-03-31	No
Assets. Invements in employer securities at end of year	2021-03-31	$0
Assets. Invements in employer securities at beginning of year	2021-03-31	$0
Contributions received in cash from employer	2021-03-31	$2,500,000
Employer contributions (assets) at end of year	2021-03-31	$2,500,000
Employer contributions (assets) at beginning of year	2021-03-31	$2,000,000
Income. Dividends from common stock	2021-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-03-31	$717,721
Asset. Corporate debt instrument debt (other) at end of year	2021-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-03-31	$0
Contract administrator fees	2021-03-31	$2,160
Assets. Corporate common stocks other than exployer securities at end of year	2021-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-03-31	$0
Did the plan have assets held for investment	2021-03-31	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	2021-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-03-31	No
Opinion of an independent qualified public accountant for this plan	2021-03-31	Disclaimer
Accountancy firm name	2021-03-31	WSDD CPAS, LTD
Accountancy firm EIN	2021-03-31	362996439
2020 : WELCH BROS., INC. PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-03-31	$0
Total unrealized appreciation/depreciation of assets	2020-03-31	$0
Total transfer of assets to this plan	2020-03-31	$0
Total transfer of assets from this plan	2020-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-03-31	$0
Total income from all sources (including contributions)	2020-03-31	$539,365
Total loss/gain on sale of assets	2020-03-31	$0
Total of all expenses incurred	2020-03-31	$477,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-03-31	$411,559
Expenses. Certain deemed distributions of participant loans	2020-03-31	$0
Value of total corrective distributions	2020-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-03-31	$2,486,598
Value of total assets at end of year	2020-03-31	$31,564,017
Value of total assets at beginning of year	2020-03-31	$31,501,873
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-03-31	$65,662
Total interest from all sources	2020-03-31	$264,873
Total dividends received (eg from common stock, registered investment company shares)	2020-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-03-31	No
Administrative expenses professional fees incurred	2020-03-31	$63,237
Was this plan covered by a fidelity bond	2020-03-31	Yes
Value of fidelity bond cover	2020-03-31	$500,000
If this is an individual account plan, was there a blackout period	2020-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-03-31	No
Contributions received from participants	2020-03-31	$486,598
Participant contributions at end of year	2020-03-31	$477,007
Participant contributions at beginning of year	2020-03-31	$425,331
Participant contributions at end of year	2020-03-31	$2,738
Assets. Other investments not covered elsewhere at end of year	2020-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-03-31	$0
Other income not declared elsewhere	2020-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-03-31	No
Value of net income/loss	2020-03-31	$62,144
Value of net assets at end of year (total assets less liabilities)	2020-03-31	$31,564,017
Value of net assets at beginning of year (total assets less liabilities)	2020-03-31	$31,501,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-03-31	No
Were any leases to which the plan was party in default or uncollectible	2020-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-03-31	$18,875,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-03-31	$22,002,374
Value of interest in pooled separate accounts at end of year	2020-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-03-31	$0
Interest on participant loans	2020-03-31	$23,933
Interest earned on other investments	2020-03-31	$240,940
Value of interest in common/collective trusts at end of year	2020-03-31	$0
Value of interest in common/collective trusts at beginning of year	2020-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-03-31	$10,208,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-03-31	$7,824,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-03-31	$0
Net investment gain/loss from pooled separate accounts	2020-03-31	$-2,212,106
Net investment gain or loss from common/collective trusts	2020-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-03-31	No
Was there a failure to transmit to the plan any participant contributions	2020-03-31	No
Has the plan failed to provide any benefit when due under the plan	2020-03-31	No
Assets. Invements in employer securities at end of year	2020-03-31	$0
Assets. Invements in employer securities at beginning of year	2020-03-31	$0
Contributions received in cash from employer	2020-03-31	$2,000,000
Employer contributions (assets) at end of year	2020-03-31	$2,000,000
Employer contributions (assets) at beginning of year	2020-03-31	$1,250,000
Income. Dividends from common stock	2020-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-03-31	$411,559
Asset. Corporate debt instrument debt (other) at end of year	2020-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-03-31	$0
Contract administrator fees	2020-03-31	$2,425
Assets. Corporate common stocks other than exployer securities at end of year	2020-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-03-31	$0
Did the plan have assets held for investment	2020-03-31	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	2020-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-03-31	Disclaimer
Accountancy firm name	2020-03-31	WSDD, LTD
Accountancy firm EIN	2020-03-31	362996439
2019 : WELCH BROS., INC. PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-03-31	$0
Total unrealized appreciation/depreciation of assets	2019-03-31	$0
Total transfer of assets to this plan	2019-03-31	$0
Total transfer of assets from this plan	2019-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-03-31	$0
Total income from all sources (including contributions)	2019-03-31	$2,608,192
Total loss/gain on sale of assets	2019-03-31	$0
Total of all expenses incurred	2019-03-31	$1,565,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-03-31	$1,504,660
Expenses. Certain deemed distributions of participant loans	2019-03-31	$0
Value of total corrective distributions	2019-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-03-31	$1,666,259
Value of total assets at end of year	2019-03-31	$31,501,873
Value of total assets at beginning of year	2019-03-31	$30,459,575
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-03-31	$61,234
Total interest from all sources	2019-03-31	$234,907
Total dividends received (eg from common stock, registered investment company shares)	2019-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-03-31	No
Administrative expenses professional fees incurred	2019-03-31	$59,534
Was this plan covered by a fidelity bond	2019-03-31	Yes
Value of fidelity bond cover	2019-03-31	$500,000
If this is an individual account plan, was there a blackout period	2019-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-03-31	No
Contributions received from participants	2019-03-31	$416,259
Participant contributions at end of year	2019-03-31	$425,331
Participant contributions at beginning of year	2019-03-31	$413,519
Assets. Other investments not covered elsewhere at end of year	2019-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-03-31	$0
Other income not declared elsewhere	2019-03-31	$59,534
Administrative expenses (other) incurred	2019-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-03-31	No
Value of net income/loss	2019-03-31	$1,042,298
Value of net assets at end of year (total assets less liabilities)	2019-03-31	$31,501,873
Value of net assets at beginning of year (total assets less liabilities)	2019-03-31	$30,459,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-03-31	No
Were any leases to which the plan was party in default or uncollectible	2019-03-31	No
Investment advisory and management fees	2019-03-31	$1,700
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-03-31	$22,002,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-03-31	$21,922,445
Value of interest in pooled separate accounts at end of year	2019-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-03-31	$0
Interest on participant loans	2019-03-31	$21,638
Interest earned on other investments	2019-03-31	$213,269
Value of interest in common/collective trusts at end of year	2019-03-31	$0
Value of interest in common/collective trusts at beginning of year	2019-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-03-31	$7,824,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-03-31	$6,923,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-03-31	$0
Net investment gain/loss from pooled separate accounts	2019-03-31	$647,492
Net investment gain or loss from common/collective trusts	2019-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-03-31	No
Was there a failure to transmit to the plan any participant contributions	2019-03-31	No
Has the plan failed to provide any benefit when due under the plan	2019-03-31	No
Assets. Invements in employer securities at end of year	2019-03-31	$0
Assets. Invements in employer securities at beginning of year	2019-03-31	$0
Contributions received in cash from employer	2019-03-31	$1,250,000
Employer contributions (assets) at end of year	2019-03-31	$1,250,000
Employer contributions (assets) at beginning of year	2019-03-31	$1,200,000
Income. Dividends from common stock	2019-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-03-31	$1,504,660
Asset. Corporate debt instrument debt (other) at end of year	2019-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-03-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2019-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-03-31	$0
Did the plan have assets held for investment	2019-03-31	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	2019-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-03-31	Disclaimer
Accountancy firm name	2019-03-31	WEISS, SUGAR, DVORAK & DUSEK, LTD.
Accountancy firm EIN	2019-03-31	362996439
2018 : WELCH BROS., INC. PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-03-31	$0
Total unrealized appreciation/depreciation of assets	2018-03-31	$0
Total transfer of assets to this plan	2018-03-31	$0
Total transfer of assets from this plan	2018-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-03-31	$0
Total income from all sources (including contributions)	2018-03-31	$3,875,011
Total loss/gain on sale of assets	2018-03-31	$0
Total of all expenses incurred	2018-03-31	$1,245,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-03-31	$1,203,753
Expenses. Certain deemed distributions of participant loans	2018-03-31	$0
Value of total corrective distributions	2018-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-03-31	$1,567,250
Value of total assets at end of year	2018-03-31	$30,459,575
Value of total assets at beginning of year	2018-03-31	$27,829,641
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-03-31	$41,324
Total interest from all sources	2018-03-31	$243,896
Total dividends received (eg from common stock, registered investment company shares)	2018-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-03-31	No
Administrative expenses professional fees incurred	2018-03-31	$40,774
Was this plan covered by a fidelity bond	2018-03-31	Yes
Value of fidelity bond cover	2018-03-31	$500,000
If this is an individual account plan, was there a blackout period	2018-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-03-31	No
Contributions received from participants	2018-03-31	$367,250
Participant contributions at end of year	2018-03-31	$413,519
Participant contributions at beginning of year	2018-03-31	$500,483
Assets. Other investments not covered elsewhere at end of year	2018-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-03-31	$0
Other income not declared elsewhere	2018-03-31	$40,774
Administrative expenses (other) incurred	2018-03-31	$550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-03-31	No
Value of net income/loss	2018-03-31	$2,629,934
Value of net assets at end of year (total assets less liabilities)	2018-03-31	$30,459,575
Value of net assets at beginning of year (total assets less liabilities)	2018-03-31	$27,829,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-03-31	No
Were any leases to which the plan was party in default or uncollectible	2018-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-03-31	$21,922,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-03-31	$18,481,847
Value of interest in pooled separate accounts at end of year	2018-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-03-31	$0
Interest on participant loans	2018-03-31	$20,310
Interest earned on other investments	2018-03-31	$223,586
Value of interest in common/collective trusts at end of year	2018-03-31	$0
Value of interest in common/collective trusts at beginning of year	2018-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-03-31	$6,923,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-03-31	$7,647,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-03-31	$0
Net investment gain/loss from pooled separate accounts	2018-03-31	$2,023,091
Net investment gain or loss from common/collective trusts	2018-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-03-31	No
Was there a failure to transmit to the plan any participant contributions	2018-03-31	No
Has the plan failed to provide any benefit when due under the plan	2018-03-31	No
Assets. Invements in employer securities at end of year	2018-03-31	$0
Assets. Invements in employer securities at beginning of year	2018-03-31	$0
Contributions received in cash from employer	2018-03-31	$1,200,000
Employer contributions (assets) at end of year	2018-03-31	$1,200,000
Employer contributions (assets) at beginning of year	2018-03-31	$1,200,000
Income. Dividends from common stock	2018-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-03-31	$1,203,753
Asset. Corporate debt instrument debt (other) at end of year	2018-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-03-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2018-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-03-31	$0
Did the plan have assets held for investment	2018-03-31	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	2018-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-03-31	Disclaimer
Accountancy firm name	2018-03-31	WEISS, SUGAR, DVORAK & DUSEK, LTD
Accountancy firm EIN	2018-03-31	362996439
2017 : WELCH BROS., INC. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-31	$0
Total income from all sources (including contributions)	2017-03-31	$4,138,635
Total loss/gain on sale of assets	2017-03-31	$0
Total of all expenses incurred	2017-03-31	$653,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-03-31	$652,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-03-31	$1,578,877
Value of total assets at end of year	2017-03-31	$27,829,641
Value of total assets at beginning of year	2017-03-31	$24,344,276
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-03-31	$600
Total interest from all sources	2017-03-31	$237,276
Total dividends received (eg from common stock, registered investment company shares)	2017-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-03-31	No
Was this plan covered by a fidelity bond	2017-03-31	Yes
Value of fidelity bond cover	2017-03-31	$500,000
If this is an individual account plan, was there a blackout period	2017-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-03-31	No
Contributions received from participants	2017-03-31	$378,428
Participant contributions at end of year	2017-03-31	$500,483
Participant contributions at beginning of year	2017-03-31	$500,722
Assets. Other investments not covered elsewhere at beginning of year	2017-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-03-31	$449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-03-31	No
Value of net income/loss	2017-03-31	$3,485,365
Value of net assets at end of year (total assets less liabilities)	2017-03-31	$27,829,641
Value of net assets at beginning of year (total assets less liabilities)	2017-03-31	$24,344,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-03-31	No
Were any leases to which the plan was party in default or uncollectible	2017-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-03-31	$18,481,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-03-31	$16,029,545
Value of interest in pooled separate accounts at end of year	2017-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-03-31	$0
Interest on participant loans	2017-03-31	$21,705
Interest earned on other investments	2017-03-31	$215,571
Value of interest in common/collective trusts at end of year	2017-03-31	$0
Value of interest in common/collective trusts at beginning of year	2017-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-03-31	$7,647,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-03-31	$6,314,009
Net investment gain/loss from pooled separate accounts	2017-03-31	$2,322,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-03-31	No
Was there a failure to transmit to the plan any participant contributions	2017-03-31	No
Has the plan failed to provide any benefit when due under the plan	2017-03-31	No
Assets. Invements in employer securities at beginning of year	2017-03-31	$0
Contributions received in cash from employer	2017-03-31	$1,200,000
Employer contributions (assets) at end of year	2017-03-31	$1,200,000
Employer contributions (assets) at beginning of year	2017-03-31	$1,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-03-31	$652,670
Asset. Corporate debt instrument debt (other) at end of year	2017-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-03-31	$0
Contract administrator fees	2017-03-31	$600
Assets. Corporate common stocks other than exployer securities at end of year	2017-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-03-31	$0
Did the plan have assets held for investment	2017-03-31	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	2017-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-03-31	Disclaimer
Accountancy firm name	2017-03-31	WEISS, SUGAR, DVORAK & DUSEK, LTD
Accountancy firm EIN	2017-03-31	362996439
2016 : WELCH BROS., INC. PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-03-31	$0
Total unrealized appreciation/depreciation of assets	2016-03-31	$0
Total transfer of assets to this plan	2016-03-31	$0
Total transfer of assets from this plan	2016-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-31	$0
Total income from all sources (including contributions)	2016-03-31	$1,497,413
Total loss/gain on sale of assets	2016-03-31	$0
Total of all expenses incurred	2016-03-31	$285,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-03-31	$285,226
Expenses. Certain deemed distributions of participant loans	2016-03-31	$0
Value of total corrective distributions	2016-03-31	$43
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-03-31	$1,871,758
Value of total assets at end of year	2016-03-31	$24,344,276
Value of total assets at beginning of year	2016-03-31	$23,132,682
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-03-31	$550
Total interest from all sources	2016-03-31	$203,956
Total dividends received (eg from common stock, registered investment company shares)	2016-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-03-31	No
Was this plan covered by a fidelity bond	2016-03-31	Yes
Value of fidelity bond cover	2016-03-31	$500,000
If this is an individual account plan, was there a blackout period	2016-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-03-31	No
Contributions received from participants	2016-03-31	$361,021
Participant contributions at end of year	2016-03-31	$500,722
Participant contributions at beginning of year	2016-03-31	$477,075
Assets. Other investments not covered elsewhere at end of year	2016-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-03-31	$10,737
Other income not declared elsewhere	2016-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-03-31	No
Value of net income/loss	2016-03-31	$1,211,594
Value of net assets at end of year (total assets less liabilities)	2016-03-31	$24,344,276
Value of net assets at beginning of year (total assets less liabilities)	2016-03-31	$23,132,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-03-31	No
Were any leases to which the plan was party in default or uncollectible	2016-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-03-31	$16,029,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-03-31	$15,864,913
Value of interest in pooled separate accounts at end of year	2016-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-03-31	$0
Interest on participant loans	2016-03-31	$23,226
Interest earned on other investments	2016-03-31	$180,730
Value of interest in common/collective trusts at end of year	2016-03-31	$0
Value of interest in common/collective trusts at beginning of year	2016-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-03-31	$6,314,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-03-31	$5,790,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-03-31	$0
Net investment gain/loss from pooled separate accounts	2016-03-31	$-578,301
Net investment gain or loss from common/collective trusts	2016-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-03-31	No
Was there a failure to transmit to the plan any participant contributions	2016-03-31	No
Has the plan failed to provide any benefit when due under the plan	2016-03-31	No
Assets. Invements in employer securities at end of year	2016-03-31	$0
Assets. Invements in employer securities at beginning of year	2016-03-31	$0
Contributions received in cash from employer	2016-03-31	$1,500,000
Employer contributions (assets) at end of year	2016-03-31	$1,500,000
Employer contributions (assets) at beginning of year	2016-03-31	$1,000,000
Income. Dividends from common stock	2016-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-03-31	$285,226
Asset. Corporate debt instrument debt (other) at end of year	2016-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-03-31	$0
Contract administrator fees	2016-03-31	$550
Assets. Corporate common stocks other than exployer securities at end of year	2016-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-03-31	$0
Did the plan have assets held for investment	2016-03-31	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	2016-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-03-31	Disclaimer
Accountancy firm name	2016-03-31	WEISS, SUGAR, DVORAK & DUSEK, LTD
Accountancy firm EIN	2016-03-31	362996439
2015 : WELCH BROS., INC. PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-03-31	$0
Total unrealized appreciation/depreciation of assets	2015-03-31	$0
Total transfer of assets to this plan	2015-03-31	$0
Total transfer of assets from this plan	2015-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-03-31	$0
Total income from all sources (including contributions)	2015-03-31	$2,736,957
Total loss/gain on sale of assets	2015-03-31	$0
Total of all expenses incurred	2015-03-31	$1,795,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-03-31	$1,795,282
Expenses. Certain deemed distributions of participant loans	2015-03-31	$0
Value of total corrective distributions	2015-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-03-31	$1,327,450
Value of total assets at end of year	2015-03-31	$23,132,682
Value of total assets at beginning of year	2015-03-31	$22,191,557
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-03-31	$550
Total interest from all sources	2015-03-31	$213,049
Total dividends received (eg from common stock, registered investment company shares)	2015-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-03-31	No
Was this plan covered by a fidelity bond	2015-03-31	Yes
Value of fidelity bond cover	2015-03-31	$500,000
If this is an individual account plan, was there a blackout period	2015-03-31	No
Funding deficiency by the employer to the plan for this plan year	2015-03-31	$0
Minimum employer required contribution for this plan year	2015-03-31	$0
Amount contributed by the employer to the plan for this plan year	2015-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-03-31	No
Contributions received from participants	2015-03-31	$327,450
Participant contributions at end of year	2015-03-31	$477,075
Participant contributions at beginning of year	2015-03-31	$454,567
Assets. Other investments not covered elsewhere at end of year	2015-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-03-31	$0
Other income not declared elsewhere	2015-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-03-31	No
Value of net income/loss	2015-03-31	$941,125
Value of net assets at end of year (total assets less liabilities)	2015-03-31	$23,132,682
Value of net assets at beginning of year (total assets less liabilities)	2015-03-31	$22,191,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-03-31	No
Were any leases to which the plan was party in default or uncollectible	2015-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-03-31	$15,864,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-03-31	$13,860,020
Value of interest in pooled separate accounts at end of year	2015-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-03-31	$0
Interest on participant loans	2015-03-31	$18,431
Interest earned on other investments	2015-03-31	$194,618
Value of interest in common/collective trusts at end of year	2015-03-31	$0
Value of interest in common/collective trusts at beginning of year	2015-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-03-31	$5,790,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-03-31	$7,026,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-03-31	$0
Net investment gain/loss from pooled separate accounts	2015-03-31	$1,196,458
Net investment gain or loss from common/collective trusts	2015-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-03-31	No
Was there a failure to transmit to the plan any participant contributions	2015-03-31	No
Has the plan failed to provide any benefit when due under the plan	2015-03-31	No
Assets. Invements in employer securities at end of year	2015-03-31	$0
Assets. Invements in employer securities at beginning of year	2015-03-31	$0
Contributions received in cash from employer	2015-03-31	$1,000,000
Employer contributions (assets) at end of year	2015-03-31	$1,000,000
Employer contributions (assets) at beginning of year	2015-03-31	$850,000
Income. Dividends from common stock	2015-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-03-31	$1,795,282
Asset. Corporate debt instrument debt (other) at end of year	2015-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-03-31	$0
Contract administrator fees	2015-03-31	$550
Assets. Corporate common stocks other than exployer securities at end of year	2015-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-03-31	$0
Did the plan have assets held for investment	2015-03-31	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	2015-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-03-31	Disclaimer
Accountancy firm name	2015-03-31	WEISS, SUGAR, DVORAK & DUSEK, LTD
Accountancy firm EIN	2015-03-31	362996439
2014 : WELCH BROS., INC. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$0
Total income from all sources (including contributions)	2014-03-31	$3,576,046
Total loss/gain on sale of assets	2014-03-31	$0
Total of all expenses incurred	2014-03-31	$1,207,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-03-31	$1,206,456
Value of total corrective distributions	2014-03-31	$444
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-03-31	$1,094,235
Value of total assets at end of year	2014-03-31	$22,191,557
Value of total assets at beginning of year	2014-03-31	$19,823,311
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-03-31	$900
Total interest from all sources	2014-03-31	$227,684
Total dividends received (eg from common stock, registered investment company shares)	2014-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-03-31	No
Was this plan covered by a fidelity bond	2014-03-31	Yes
Value of fidelity bond cover	2014-03-31	$500,000
If this is an individual account plan, was there a blackout period	2014-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-03-31	No
Contributions received from participants	2014-03-31	$244,235
Participant contributions at end of year	2014-03-31	$454,567
Participant contributions at beginning of year	2014-03-31	$260,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-03-31	No
Value of net income/loss	2014-03-31	$2,368,246
Value of net assets at end of year (total assets less liabilities)	2014-03-31	$22,191,557
Value of net assets at beginning of year (total assets less liabilities)	2014-03-31	$19,823,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-03-31	No
Were any leases to which the plan was party in default or uncollectible	2014-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-03-31	$13,860,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-03-31	$11,874,587
Interest on participant loans	2014-03-31	$18,201
Interest earned on other investments	2014-03-31	$209,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-03-31	$7,026,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-03-31	$7,037,766
Net investment gain/loss from pooled separate accounts	2014-03-31	$2,254,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-03-31	No
Was there a failure to transmit to the plan any participant contributions	2014-03-31	No
Has the plan failed to provide any benefit when due under the plan	2014-03-31	No
Contributions received in cash from employer	2014-03-31	$850,000
Employer contributions (assets) at end of year	2014-03-31	$850,000
Employer contributions (assets) at beginning of year	2014-03-31	$650,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-03-31	$1,206,456
Contract administrator fees	2014-03-31	$900
Did the plan have assets held for investment	2014-03-31	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	2014-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-03-31	Disclaimer
Accountancy firm name	2014-03-31	WEISS, SUGAR, DVORAK & DUSEK, LTD
Accountancy firm EIN	2014-03-31	362996439
2013 : WELCH BROS., INC. PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-03-31	$0
Total unrealized appreciation/depreciation of assets	2013-03-31	$0
Total transfer of assets to this plan	2013-03-31	$0
Total transfer of assets from this plan	2013-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$0
Total income from all sources (including contributions)	2013-03-31	$2,933,837
Total loss/gain on sale of assets	2013-03-31	$0
Total of all expenses incurred	2013-03-31	$765,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-03-31	$761,404
Expenses. Certain deemed distributions of participant loans	2013-03-31	$0
Value of total corrective distributions	2013-03-31	$3,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-03-31	$1,406,248
Value of total assets at end of year	2013-03-31	$19,823,311
Value of total assets at beginning of year	2013-03-31	$17,654,525
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-03-31	$550
Total interest from all sources	2013-03-31	$203,967
Total dividends received (eg from common stock, registered investment company shares)	2013-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-03-31	No
Was this plan covered by a fidelity bond	2013-03-31	Yes
Value of fidelity bond cover	2013-03-31	$500,000
If this is an individual account plan, was there a blackout period	2013-03-31	No
Funding deficiency by the employer to the plan for this plan year	2013-03-31	$0
Minimum employer required contribution for this plan year	2013-03-31	$0
Amount contributed by the employer to the plan for this plan year	2013-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-03-31	No
Contributions received from participants	2013-03-31	$223,026
Participant contributions at end of year	2013-03-31	$260,958
Participant contributions at beginning of year	2013-03-31	$200,387
Assets. Other investments not covered elsewhere at end of year	2013-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-03-31	$533,222
Other income not declared elsewhere	2013-03-31	$0
Administrative expenses (other) incurred	2013-03-31	$550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-03-31	No
Value of net income/loss	2013-03-31	$2,168,786
Value of net assets at end of year (total assets less liabilities)	2013-03-31	$19,823,311
Value of net assets at beginning of year (total assets less liabilities)	2013-03-31	$17,654,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-03-31	No
Were any leases to which the plan was party in default or uncollectible	2013-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-03-31	$11,874,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-03-31	$10,657,566
Value of interest in pooled separate accounts at end of year	2013-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-03-31	$0
Interest on participant loans	2013-03-31	$8,720
Interest earned on other investments	2013-03-31	$195,247
Value of interest in common/collective trusts at end of year	2013-03-31	$0
Value of interest in common/collective trusts at beginning of year	2013-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-03-31	$7,037,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-03-31	$6,296,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-03-31	$0
Net investment gain/loss from pooled separate accounts	2013-03-31	$1,323,622
Net investment gain or loss from common/collective trusts	2013-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-03-31	No
Was there a failure to transmit to the plan any participant contributions	2013-03-31	No
Has the plan failed to provide any benefit when due under the plan	2013-03-31	No
Assets. Invements in employer securities at end of year	2013-03-31	$0
Assets. Invements in employer securities at beginning of year	2013-03-31	$0
Contributions received in cash from employer	2013-03-31	$650,000
Employer contributions (assets) at end of year	2013-03-31	$650,000
Employer contributions (assets) at beginning of year	2013-03-31	$500,000
Income. Dividends from common stock	2013-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-03-31	$761,404
Asset. Corporate debt instrument debt (other) at end of year	2013-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-03-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2013-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-03-31	$0
Did the plan have assets held for investment	2013-03-31	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	2013-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-03-31	Disclaimer
Accountancy firm name	2013-03-31	WEISS, SUGAR, DVORAK & DUSEK, LTD
Accountancy firm EIN	2013-03-31	362996439
2012 : WELCH BROS., INC. PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-03-31	$0
Total unrealized appreciation/depreciation of assets	2012-03-31	$0
Total transfer of assets to this plan	2012-03-31	$0
Total transfer of assets from this plan	2012-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$0
Total income from all sources (including contributions)	2012-03-31	$991,837
Total loss/gain on sale of assets	2012-03-31	$0
Total of all expenses incurred	2012-03-31	$257,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-03-31	$222,504
Expenses. Certain deemed distributions of participant loans	2012-03-31	$0
Value of total corrective distributions	2012-03-31	$34,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-03-31	$715,375
Value of total assets at end of year	2012-03-31	$17,654,525
Value of total assets at beginning of year	2012-03-31	$16,920,064
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-03-31	$350
Total interest from all sources	2012-03-31	$177,679
Total dividends received (eg from common stock, registered investment company shares)	2012-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-03-31	No
Was this plan covered by a fidelity bond	2012-03-31	Yes
Value of fidelity bond cover	2012-03-31	$500,000
If this is an individual account plan, was there a blackout period	2012-03-31	No
Funding deficiency by the employer to the plan for this plan year	2012-03-31	$0
Minimum employer required contribution for this plan year	2012-03-31	$0
Amount contributed by the employer to the plan for this plan year	2012-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-03-31	No
Contributions received from participants	2012-03-31	$209,050
Participant contributions at end of year	2012-03-31	$200,387
Participant contributions at beginning of year	2012-03-31	$102,324
Assets. Other investments not covered elsewhere at end of year	2012-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-03-31	$0
Other income not declared elsewhere	2012-03-31	$0
Administrative expenses (other) incurred	2012-03-31	$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-03-31	No
Value of net income/loss	2012-03-31	$734,461
Value of net assets at end of year (total assets less liabilities)	2012-03-31	$17,654,525
Value of net assets at beginning of year (total assets less liabilities)	2012-03-31	$16,920,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-03-31	No
Were any leases to which the plan was party in default or uncollectible	2012-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-03-31	$10,657,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-03-31	$10,399,024
Value of interest in pooled separate accounts at end of year	2012-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-03-31	$0
Interest on participant loans	2012-03-31	$6,247
Interest earned on other investments	2012-03-31	$171,432
Value of interest in common/collective trusts at end of year	2012-03-31	$0
Value of interest in common/collective trusts at beginning of year	2012-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-03-31	$6,296,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-03-31	$5,918,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-03-31	$0
Net investment gain/loss from pooled separate accounts	2012-03-31	$98,783
Net investment gain or loss from common/collective trusts	2012-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-03-31	No
Was there a failure to transmit to the plan any participant contributions	2012-03-31	No
Has the plan failed to provide any benefit when due under the plan	2012-03-31	No
Assets. Invements in employer securities at end of year	2012-03-31	$0
Assets. Invements in employer securities at beginning of year	2012-03-31	$0
Contributions received in cash from employer	2012-03-31	$506,325
Employer contributions (assets) at end of year	2012-03-31	$500,000
Employer contributions (assets) at beginning of year	2012-03-31	$500,000
Income. Dividends from common stock	2012-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-03-31	$222,504
Asset. Corporate debt instrument debt (other) at end of year	2012-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2012-03-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2012-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-03-31	$0
Did the plan have assets held for investment	2012-03-31	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	2012-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-03-31	Disclaimer
Accountancy firm name	2012-03-31	WEISS, SUGAR, DVORAK & DUSEK, LTD
Accountancy firm EIN	2012-03-31	362996439
2011 : WELCH BROS., INC. PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-03-31	$0
Total unrealized appreciation/depreciation of assets	2011-03-31	$0
Total transfer of assets to this plan	2011-03-31	$87,563
Total transfer of assets from this plan	2011-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$0
Total income from all sources (including contributions)	2011-03-31	$2,242,570
Total loss/gain on sale of assets	2011-03-31	$0
Total of all expenses incurred	2011-03-31	$495,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-03-31	$473,941
Expenses. Certain deemed distributions of participant loans	2011-03-31	$0
Value of total corrective distributions	2011-03-31	$20,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-03-31	$716,758
Value of total assets at end of year	2011-03-31	$16,920,064
Value of total assets at beginning of year	2011-03-31	$15,085,343
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-03-31	$500
Total interest from all sources	2011-03-31	$181,249
Total dividends received (eg from common stock, registered investment company shares)	2011-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-03-31	No
Was this plan covered by a fidelity bond	2011-03-31	Yes
Value of fidelity bond cover	2011-03-31	$500,000
If this is an individual account plan, was there a blackout period	2011-03-31	No
Funding deficiency by the employer to the plan for this plan year	2011-03-31	$0
Minimum employer required contribution for this plan year	2011-03-31	$0
Amount contributed by the employer to the plan for this plan year	2011-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-03-31	No
Contributions received from participants	2011-03-31	$204,352
Participant contributions at end of year	2011-03-31	$102,324
Participant contributions at beginning of year	2011-03-31	$106,407
Assets. Other investments not covered elsewhere at end of year	2011-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-03-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-03-31	$0
Other income not declared elsewhere	2011-03-31	$0
Administrative expenses (other) incurred	2011-03-31	$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-03-31	No
Value of net income/loss	2011-03-31	$1,747,158
Value of net assets at end of year (total assets less liabilities)	2011-03-31	$16,920,064
Value of net assets at beginning of year (total assets less liabilities)	2011-03-31	$15,085,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-03-31	No
Were any leases to which the plan was party in default or uncollectible	2011-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-03-31	$10,399,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-03-31	$8,914,180
Value of interest in pooled separate accounts at end of year	2011-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2011-03-31	$0
Interest on participant loans	2011-03-31	$6,213
Interest earned on other investments	2011-03-31	$175,036
Value of interest in common/collective trusts at end of year	2011-03-31	$0
Value of interest in common/collective trusts at beginning of year	2011-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-03-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-03-31	$5,918,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-03-31	$5,564,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-03-31	$0
Net investment gain/loss from pooled separate accounts	2011-03-31	$1,344,563
Net investment gain or loss from common/collective trusts	2011-03-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-03-31	No
Was there a failure to transmit to the plan any participant contributions	2011-03-31	No
Has the plan failed to provide any benefit when due under the plan	2011-03-31	No
Assets. Invements in employer securities at end of year	2011-03-31	$0
Assets. Invements in employer securities at beginning of year	2011-03-31	$0
Contributions received in cash from employer	2011-03-31	$512,406
Employer contributions (assets) at end of year	2011-03-31	$500,000
Employer contributions (assets) at beginning of year	2011-03-31	$500,000
Income. Dividends from common stock	2011-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-03-31	$473,941
Asset. Corporate debt instrument debt (other) at end of year	2011-03-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-03-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2011-03-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-03-31	$0
Did the plan have assets held for investment	2011-03-31	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	2011-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-03-31	Disclaimer
Accountancy firm name	2011-03-31	WEISS, SUGAR, DVORAK & DUSEK, LTD
Accountancy firm EIN	2011-03-31	362996439
2010 : WELCH BROS., INC. PROFIT SHARING PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year	2010-03-31	$0
Minimum employer required contribution for this plan year	2010-03-31	$0
Amount contributed by the employer to the plan for this plan year	2010-03-31	$0

Form 5500 Responses for WELCH BROS., INC. PROFIT SHARING PLAN

2022: WELCH BROS., INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-04-01	Type of plan entity	Single employer plan
2022-04-01	Submission has been amended	No
2022-04-01	This submission is the final filing	No
2022-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-04-01	Plan is a collectively bargained plan	No
2022-04-01	Plan funding arrangement – Insurance	Yes
2022-04-01	Plan funding arrangement – Trust	Yes
2022-04-01	Plan benefit arrangement – Insurance	Yes
2021: WELCH BROS., INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-04-01	Type of plan entity	Single employer plan
2021-04-01	Submission has been amended	No
2021-04-01	This submission is the final filing	No
2021-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-04-01	Plan is a collectively bargained plan	No
2021-04-01	Plan funding arrangement – Insurance	Yes
2021-04-01	Plan funding arrangement – Trust	Yes
2021-04-01	Plan benefit arrangement – Insurance	Yes
2020: WELCH BROS., INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Submission has been amended	Yes
2020-04-01	This submission is the final filing	No
2020-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-04-01	Plan is a collectively bargained plan	No
2020-04-01	Plan funding arrangement – Insurance	Yes
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement – Insurance	Yes
2019: WELCH BROS., INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	Submission has been amended	No
2019-04-01	This submission is the final filing	No
2019-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-04-01	Plan is a collectively bargained plan	No
2019-04-01	Plan funding arrangement – Insurance	Yes
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement – Insurance	Yes
2018: WELCH BROS., INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Submission has been amended	No
2018-04-01	This submission is the final filing	No
2018-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-04-01	Plan is a collectively bargained plan	No
2018-04-01	Plan funding arrangement – Insurance	Yes
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement – Insurance	Yes
2017: WELCH BROS., INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Insurance	Yes
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement – Insurance	Yes
2016: WELCH BROS., INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Submission has been amended	No
2016-04-01	This submission is the final filing	No
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Insurance	Yes
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement – Insurance	Yes
2015: WELCH BROS., INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Insurance	Yes
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement – Insurance	Yes
2014: WELCH BROS., INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	Yes
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Insurance	Yes
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement – Insurance	Yes
2013: WELCH BROS., INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Insurance	Yes
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement – Insurance	Yes
2012: WELCH BROS., INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Insurance	Yes
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement – Insurance	Yes
2011: WELCH BROS., INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Insurance	Yes
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement – Insurance	Yes
2010: WELCH BROS., INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Submission has been amended	No
2010-04-01	This submission is the final filing	No
2010-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-04-01	Plan is a collectively bargained plan	No
2010-04-01	Plan funding arrangement – Insurance	Yes
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement – Insurance	Yes
2009: WELCH BROS., INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	No
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Insurance	Yes
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

746277-01

Policy instance

Insurance contract or identification number	746277-01
Number of Individuals Covered	205
Insurance policy start date	2022-04-01
Insurance policy end date	2023-03-31
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

746277-01

Policy instance

Insurance contract or identification number	746277-01
Number of Individuals Covered	201
Insurance policy start date	2021-04-01
Insurance policy end date	2022-03-31
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-017702

Policy instance

Insurance contract or identification number	GA-017702
Number of Individuals Covered	204
Insurance policy start date	2020-04-01
Insurance policy end date	2021-03-31
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-017702

Policy instance

Insurance contract or identification number	GA-017702
Number of Individuals Covered	198
Insurance policy start date	2019-04-01
Insurance policy end date	2020-03-31
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-017702

Policy instance

Insurance contract or identification number	GA-017702
Number of Individuals Covered	189
Insurance policy start date	2018-04-01
Insurance policy end date	2019-03-31
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

Policy instance

Number of Individuals Covered	185
Insurance policy start date	2017-04-01
Insurance policy end date	2018-03-31
Total amount of commissions paid to insurance broker	USD $16,166
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 $16,166
Insurance broker organization code?	3
Insurance broker name	EDWARD D JONES AND CO L P.

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Company Name:	WELCH BROS., INC.
Employer identification number (EIN):	363115602
NAIC Classification:	444190
NAIC Description:	Other Building Material Dealers