401k Plan data: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN plan

WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	003

WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS 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

WESTERN STATES ENVELOPE COMPANY has sponsored the creation of one or more 401k plans.

Company Name: WESTERN STATES ENVELOPE COMPANY

Employer identification number (EIN): 390700440

NAIC Classification: 322200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 KEVIN LOY 2023-10-16 KEVIN LOY 2023-10-16
003 2021-05-01 TIMOTHY FAREBROTHER 2022-10-17 TIMOTHY FAREBROTHER 2022-10-17
003 2020-05-01 TIMOTHY FAREBROTHER 2022-02-10 TIMOTHY FAREBROTHER 2022-02-10
003 2019-05-01 TIMOTHY FAREBROTHER 2021-02-15 TIMOTHY FAREBROTHER 2021-02-15
003 2018-05-01
003 2017-05-01 TIMOTHY FAREBROTHER
003 2016-05-01 ELIZABETH PALAZZARI
003 2015-05-01 ELIZABETH PALAZZARI
003 2014-05-01 ELIZABETH PALAZZARI
003 2013-05-01 ELIZABETH PALAZZARI
003 2012-05-01 ELIZABETH PALAZZARI
003 2011-05-01 ELIZABETH PALAZZARI
003 2009-05-01 ELIZABETH PALAZZARI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	KEVIN LOY	2023-10-16	KEVIN LOY	2023-10-16
003	2021-05-01	TIMOTHY FAREBROTHER	2022-10-17	TIMOTHY FAREBROTHER	2022-10-17
003	2020-05-01	TIMOTHY FAREBROTHER	2022-02-10	TIMOTHY FAREBROTHER	2022-02-10
003	2019-05-01	TIMOTHY FAREBROTHER	2021-02-15	TIMOTHY FAREBROTHER	2021-02-15
003	2018-05-01
003	2017-05-01	TIMOTHY FAREBROTHER
003	2016-05-01	ELIZABETH PALAZZARI
003	2015-05-01	ELIZABETH PALAZZARI
003	2014-05-01	ELIZABETH PALAZZARI
003	2013-05-01	ELIZABETH PALAZZARI
003	2012-05-01	ELIZABETH PALAZZARI
003	2011-05-01	ELIZABETH PALAZZARI
003	2009-05-01	ELIZABETH PALAZZARI

Plan Statistics for WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 656
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 497
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 215
Total of all active and inactive participants 2022-01-01 712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 713
Number of participants with account balances 2022-01-01 492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-05-01 617
Total number of active participants reported on line 7a of the Form 5500 2021-05-01 482
Number of retired or separated participants receiving benefits 2021-05-01 0
Number of other retired or separated participants entitled to future benefits 2021-05-01 111
Total of all active and inactive participants 2021-05-01 593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-05-01 0
Total participants 2021-05-01 593
Number of participants with account balances 2021-05-01 424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-05-01 2
2020: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-05-01 648
Total number of active participants reported on line 7a of the Form 5500 2020-05-01 517
Number of retired or separated participants receiving benefits 2020-05-01 0
Number of other retired or separated participants entitled to future benefits 2020-05-01 102
Total of all active and inactive participants 2020-05-01 619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-05-01 0
Total participants 2020-05-01 619
Number of participants with account balances 2020-05-01 419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-05-01 2
2019: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-05-01 654
Total number of active participants reported on line 7a of the Form 5500 2019-05-01 542
Number of other retired or separated participants entitled to future benefits 2019-05-01 100
Total of all active and inactive participants 2019-05-01 642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-05-01 0
Total participants 2019-05-01 642
Number of participants with account balances 2019-05-01 441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-05-01 10
2018: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-05-01 687
Total number of active participants reported on line 7a of the Form 5500 2018-05-01 509
Number of retired or separated participants receiving benefits 2018-05-01 6
Number of other retired or separated participants entitled to future benefits 2018-05-01 126
Total of all active and inactive participants 2018-05-01 641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-05-01 0
Total participants 2018-05-01 641
Number of participants with account balances 2018-05-01 502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-05-01 6
2017: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-05-01 684
Total number of active participants reported on line 7a of the Form 5500 2017-05-01 540
Number of retired or separated participants receiving benefits 2017-05-01 21
Number of other retired or separated participants entitled to future benefits 2017-05-01 107
Total of all active and inactive participants 2017-05-01 668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-05-01 0
Total participants 2017-05-01 668
Number of participants with account balances 2017-05-01 583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-05-01 0
2016: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-05-01 706
Total number of active participants reported on line 7a of the Form 5500 2016-05-01 569
Number of retired or separated participants receiving benefits 2016-05-01 0
Number of other retired or separated participants entitled to future benefits 2016-05-01 115
Total of all active and inactive participants 2016-05-01 684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-05-01 0
Total participants 2016-05-01 684
Number of participants with account balances 2016-05-01 610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-05-01 0
2015: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-05-01 709
Total number of active participants reported on line 7a of the Form 5500 2015-05-01 610
Number of retired or separated participants receiving benefits 2015-05-01 0
Number of other retired or separated participants entitled to future benefits 2015-05-01 77
Total of all active and inactive participants 2015-05-01 687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-05-01 0
Total participants 2015-05-01 687
Number of participants with account balances 2015-05-01 639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-05-01 1
2014: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-05-01 724
Total number of active participants reported on line 7a of the Form 5500 2014-05-01 610
Number of retired or separated participants receiving benefits 2014-05-01 0
Number of other retired or separated participants entitled to future benefits 2014-05-01 86
Total of all active and inactive participants 2014-05-01 696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-05-01 0
Total participants 2014-05-01 696
Number of participants with account balances 2014-05-01 660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-05-01 8
2013: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-05-01 691
Total number of active participants reported on line 7a of the Form 5500 2013-05-01 622
Number of retired or separated participants receiving benefits 2013-05-01 0
Number of other retired or separated participants entitled to future benefits 2013-05-01 76
Total of all active and inactive participants 2013-05-01 698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-05-01 0
Total participants 2013-05-01 698
Number of participants with account balances 2013-05-01 558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-05-01 0
2012: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-05-01 681
Total number of active participants reported on line 7a of the Form 5500 2012-05-01 603
Number of retired or separated participants receiving benefits 2012-05-01 0
Number of other retired or separated participants entitled to future benefits 2012-05-01 69
Total of all active and inactive participants 2012-05-01 672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-05-01 0
Total participants 2012-05-01 672
Number of participants with account balances 2012-05-01 550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-05-01 4
2011: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-05-01 659
Total number of active participants reported on line 7a of the Form 5500 2011-05-01 604
Number of retired or separated participants receiving benefits 2011-05-01 3
Number of other retired or separated participants entitled to future benefits 2011-05-01 54
Total of all active and inactive participants 2011-05-01 661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-05-01 1
Total participants 2011-05-01 662
Number of participants with account balances 2011-05-01 570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-05-01 1
2009: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-05-01 741
Total number of active participants reported on line 7a of the Form 5500 2009-05-01 588
Number of retired or separated participants receiving benefits 2009-05-01 3
Number of other retired or separated participants entitled to future benefits 2009-05-01 87
Total of all active and inactive participants 2009-05-01 678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-05-01 1
Total participants 2009-05-01 679
Number of participants with account balances 2009-05-01 629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-05-01 8

Measure	Date	Value
2022: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	656
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	497
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	215
Total of all active and inactive participants	2022-01-01	712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	713
Number of participants with account balances	2022-01-01	492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-05-01	617
Total number of active participants reported on line 7a of the Form 5500	2021-05-01	482
Number of retired or separated participants receiving benefits	2021-05-01	0
Number of other retired or separated participants entitled to future benefits	2021-05-01	111
Total of all active and inactive participants	2021-05-01	593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-05-01	0
Total participants	2021-05-01	593
Number of participants with account balances	2021-05-01	424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-05-01	2
2020: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-05-01	648
Total number of active participants reported on line 7a of the Form 5500	2020-05-01	517
Number of retired or separated participants receiving benefits	2020-05-01	0
Number of other retired or separated participants entitled to future benefits	2020-05-01	102
Total of all active and inactive participants	2020-05-01	619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-05-01	0
Total participants	2020-05-01	619
Number of participants with account balances	2020-05-01	419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-05-01	2
2019: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-05-01	654
Total number of active participants reported on line 7a of the Form 5500	2019-05-01	542
Number of other retired or separated participants entitled to future benefits	2019-05-01	100
Total of all active and inactive participants	2019-05-01	642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-05-01	0
Total participants	2019-05-01	642
Number of participants with account balances	2019-05-01	441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-05-01	10
2018: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-05-01	687
Total number of active participants reported on line 7a of the Form 5500	2018-05-01	509
Number of retired or separated participants receiving benefits	2018-05-01	6
Number of other retired or separated participants entitled to future benefits	2018-05-01	126
Total of all active and inactive participants	2018-05-01	641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-05-01	0
Total participants	2018-05-01	641
Number of participants with account balances	2018-05-01	502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-05-01	6
2017: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-05-01	684
Total number of active participants reported on line 7a of the Form 5500	2017-05-01	540
Number of retired or separated participants receiving benefits	2017-05-01	21
Number of other retired or separated participants entitled to future benefits	2017-05-01	107
Total of all active and inactive participants	2017-05-01	668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-05-01	0
Total participants	2017-05-01	668
Number of participants with account balances	2017-05-01	583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-05-01	0
2016: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-05-01	706
Total number of active participants reported on line 7a of the Form 5500	2016-05-01	569
Number of retired or separated participants receiving benefits	2016-05-01	0
Number of other retired or separated participants entitled to future benefits	2016-05-01	115
Total of all active and inactive participants	2016-05-01	684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-05-01	0
Total participants	2016-05-01	684
Number of participants with account balances	2016-05-01	610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-05-01	0
2015: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-05-01	709
Total number of active participants reported on line 7a of the Form 5500	2015-05-01	610
Number of retired or separated participants receiving benefits	2015-05-01	0
Number of other retired or separated participants entitled to future benefits	2015-05-01	77
Total of all active and inactive participants	2015-05-01	687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-05-01	0
Total participants	2015-05-01	687
Number of participants with account balances	2015-05-01	639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-05-01	1
2014: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-05-01	724
Total number of active participants reported on line 7a of the Form 5500	2014-05-01	610
Number of retired or separated participants receiving benefits	2014-05-01	0
Number of other retired or separated participants entitled to future benefits	2014-05-01	86
Total of all active and inactive participants	2014-05-01	696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-05-01	0
Total participants	2014-05-01	696
Number of participants with account balances	2014-05-01	660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-05-01	8
2013: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-05-01	691
Total number of active participants reported on line 7a of the Form 5500	2013-05-01	622
Number of retired or separated participants receiving benefits	2013-05-01	0
Number of other retired or separated participants entitled to future benefits	2013-05-01	76
Total of all active and inactive participants	2013-05-01	698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-05-01	0
Total participants	2013-05-01	698
Number of participants with account balances	2013-05-01	558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-05-01	0
2012: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-05-01	681
Total number of active participants reported on line 7a of the Form 5500	2012-05-01	603
Number of retired or separated participants receiving benefits	2012-05-01	0
Number of other retired or separated participants entitled to future benefits	2012-05-01	69
Total of all active and inactive participants	2012-05-01	672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-05-01	0
Total participants	2012-05-01	672
Number of participants with account balances	2012-05-01	550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-05-01	4
2011: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-05-01	659
Total number of active participants reported on line 7a of the Form 5500	2011-05-01	604
Number of retired or separated participants receiving benefits	2011-05-01	3
Number of other retired or separated participants entitled to future benefits	2011-05-01	54
Total of all active and inactive participants	2011-05-01	661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-05-01	1
Total participants	2011-05-01	662
Number of participants with account balances	2011-05-01	570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-05-01	1
2009: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-05-01	741
Total number of active participants reported on line 7a of the Form 5500	2009-05-01	588
Number of retired or separated participants receiving benefits	2009-05-01	3
Number of other retired or separated participants entitled to future benefits	2009-05-01	87
Total of all active and inactive participants	2009-05-01	678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-05-01	1
Total participants	2009-05-01	679
Number of participants with account balances	2009-05-01	629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-05-01	8

Financial Data on WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-6,435,822
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$6,559,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$6,429,258
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$8,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,317,036
Value of total assets at end of year	2022-12-31	$41,522,520
Value of total assets at beginning of year	2022-12-31	$54,517,528
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$121,207
Total interest from all sources	2022-12-31	$20,098
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$116,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$116,695
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,160,745
Participant contributions at end of year	2022-12-31	$524,840
Participant contributions at beginning of year	2022-12-31	$664,037
Participant contributions at beginning of year	2022-12-31	$35,913
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$12,679
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$91,098
Administrative expenses (other) incurred	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-12,995,008
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$41,522,520
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$54,517,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,003,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,700,864
Value of interest in pooled separate accounts at end of year	2022-12-31	$228,246
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$415,253
Interest on participant loans	2022-12-31	$20,098
Interest earned on other investments	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$30,144,751
Value of interest in common/collective trusts at beginning of year	2022-12-31	$39,018,128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,621,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$4,677,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,716,788
Net investment gain/loss from pooled separate accounts	2022-12-31	$-90,722
Net investment gain or loss from common/collective trusts	2022-12-31	$-6,173,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$143,612
Employer contributions (assets) at beginning of year	2022-12-31	$5,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$6,429,258
Contract administrator fees	2022-12-31	$121,207
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2022-12-31	390859910
2021 : WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,657,904
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,222,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,080,043
Value of total corrective distributions	2021-12-31	$27,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,470,863
Value of total assets at end of year	2021-12-31	$54,517,529
Value of total assets at beginning of year	2021-12-31	$53,082,183
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$115,414
Total interest from all sources	2021-12-31	$19,126
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$92,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$92,011
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$785,169
Participant contributions at end of year	2021-12-31	$664,037
Participant contributions at beginning of year	2021-12-31	$689,853
Participant contributions at end of year	2021-12-31	$35,913
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$608,581
Administrative expenses (other) incurred	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,435,346
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$54,517,529
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$53,082,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,700,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,825,460
Value of interest in pooled separate accounts at end of year	2021-12-31	$415,253
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$328,757
Interest on participant loans	2021-12-31	$19,126
Value of interest in common/collective trusts at end of year	2021-12-31	$39,018,128
Value of interest in common/collective trusts at beginning of year	2021-12-31	$38,395,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$4,677,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$4,843,016
Net investment gain or loss from common/collective trusts	2021-12-31	$3,075,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$77,113
Employer contributions (assets) at end of year	2021-12-31	$5,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,080,043
Contract administrator fees	2021-12-31	$115,414
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2021-12-31	390859910
Total unrealized appreciation/depreciation of assets	2021-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-04-30	$0
Total income from all sources (including contributions)	2021-04-30	$13,137,316
Total loss/gain on sale of assets	2021-04-30	$0
Total of all expenses incurred	2021-04-30	$4,264,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-04-30	$4,022,098
Expenses. Certain deemed distributions of participant loans	2021-04-30	$50,912
Value of total corrective distributions	2021-04-30	$11,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-04-30	$1,226,095
Value of total assets at end of year	2021-04-30	$53,082,183
Value of total assets at beginning of year	2021-04-30	$44,209,269
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-04-30	$180,225
Total interest from all sources	2021-04-30	$123,333
Total dividends received (eg from common stock, registered investment company shares)	2021-04-30	$101,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-04-30	$101,448
Was this plan covered by a fidelity bond	2021-04-30	Yes
Value of fidelity bond cover	2021-04-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-04-30	$4,056,945
Were there any nonexempt tranactions with any party-in-interest	2021-04-30	No
Contributions received from participants	2021-04-30	$1,021,878
Participant contributions at end of year	2021-04-30	$689,853
Participant contributions at beginning of year	2021-04-30	$668,237
Income. Received or receivable in cash from other sources (including rollovers)	2021-04-30	$204,217
Administrative expenses (other) incurred	2021-04-30	$0
Total non interest bearing cash at end of year	2021-04-30	$0
Total non interest bearing cash at beginning of year	2021-04-30	$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	2021-04-30	No
Value of net income/loss	2021-04-30	$8,872,914
Value of net assets at end of year (total assets less liabilities)	2021-04-30	$53,082,183
Value of net assets at beginning of year (total assets less liabilities)	2021-04-30	$44,209,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-04-30	No
Were any leases to which the plan was party in default or uncollectible	2021-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-04-30	$8,825,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-04-30	$6,743,000
Value of interest in pooled separate accounts at end of year	2021-04-30	$328,757
Value of interest in pooled separate accounts at beginning of year	2021-04-30	$310,770
Interest on participant loans	2021-04-30	$29,596
Interest earned on other investments	2021-04-30	$93,737
Value of interest in common/collective trusts at end of year	2021-04-30	$38,395,097
Value of interest in common/collective trusts at beginning of year	2021-04-30	$31,116,940
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-04-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-04-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-04-30	$4,843,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-04-30	$5,370,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-04-30	$2,311,226
Net investment gain/loss from pooled separate accounts	2021-04-30	$89,161
Net investment gain or loss from common/collective trusts	2021-04-30	$9,286,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-04-30	No
Was there a failure to transmit to the plan any participant contributions	2021-04-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-04-30	No
Contributions received in cash from employer	2021-04-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-04-30	$4,022,098
Contract administrator fees	2021-04-30	$180,225
Did the plan have assets held for investment	2021-04-30	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	2021-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-04-30	No
Opinion of an independent qualified public accountant for this plan	2021-04-30	Disclaimer
Accountancy firm name	2021-04-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-04-30	410746749
2020 : WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-04-30	$0
Expenses. Interest paid	2020-04-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-04-30	$0
Total income from all sources (including contributions)	2020-04-30	$1,456,461
Total loss/gain on sale of assets	2020-04-30	$0
Total of all expenses incurred	2020-04-30	$9,474,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-04-30	$9,253,006
Expenses. Certain deemed distributions of participant loans	2020-04-30	$4,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-04-30	$2,066,826
Value of total assets at end of year	2020-04-30	$44,209,269
Value of total assets at beginning of year	2020-04-30	$52,227,474
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-04-30	$217,360
Total interest from all sources	2020-04-30	$149,154
Total dividends received (eg from common stock, registered investment company shares)	2020-04-30	$66,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-04-30	$66,576
Was this plan covered by a fidelity bond	2020-04-30	Yes
Value of fidelity bond cover	2020-04-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-04-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-04-30	No
Contributions received from participants	2020-04-30	$1,064,213
Participant contributions at end of year	2020-04-30	$668,237
Participant contributions at beginning of year	2020-04-30	$804,816
Income. Received or receivable in cash from other sources (including rollovers)	2020-04-30	$1,002,613
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-04-30	$1,220
Administrative expenses (other) incurred	2020-04-30	$0
Total non interest bearing cash at end of year	2020-04-30	$0
Total non interest bearing cash at beginning of year	2020-04-30	$7,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-04-30	No
Value of net income/loss	2020-04-30	$-8,018,205
Value of net assets at end of year (total assets less liabilities)	2020-04-30	$44,209,269
Value of net assets at beginning of year (total assets less liabilities)	2020-04-30	$52,227,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-04-30	No
Were any leases to which the plan was party in default or uncollectible	2020-04-30	No
Investment advisory and management fees	2020-04-30	$31,538
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-04-30	$6,743,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-04-30	$47,153,840
Value of interest in pooled separate accounts at end of year	2020-04-30	$310,770
Interest on participant loans	2020-04-30	$35,309
Interest earned on other investments	2020-04-30	$113,845
Value of interest in common/collective trusts at end of year	2020-04-30	$31,116,940
Value of interest in common/collective trusts at beginning of year	2020-04-30	$4,261,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-04-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-04-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-04-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-04-30	$5,370,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-04-30	$-826,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-04-30	No
Was there a failure to transmit to the plan any participant contributions	2020-04-30	No
Has the plan failed to provide any benefit when due under the plan	2020-04-30	No
Contributions received in cash from employer	2020-04-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-04-30	$9,251,786
Contract administrator fees	2020-04-30	$185,822
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-04-30	Yes
Did the plan have assets held for investment	2020-04-30	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	2020-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-04-30	Disclaimer
Accountancy firm name	2020-04-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-04-30	410746749
2019 : WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-04-30	$0
Total income from all sources (including contributions)	2019-04-30	$5,817,128
Total loss/gain on sale of assets	2019-04-30	$0
Total of all expenses incurred	2019-04-30	$5,811,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-04-30	$5,799,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-04-30	$1,266,683
Value of total assets at end of year	2019-04-30	$52,227,474
Value of total assets at beginning of year	2019-04-30	$52,221,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-04-30	$11,986
Total interest from all sources	2019-04-30	$41,104
Total dividends received (eg from common stock, registered investment company shares)	2019-04-30	$557,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-04-30	No
Administrative expenses professional fees incurred	2019-04-30	$11,986
Was this plan covered by a fidelity bond	2019-04-30	Yes
Value of fidelity bond cover	2019-04-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-04-30	No
Contributions received from participants	2019-04-30	$1,165,052
Participant contributions at end of year	2019-04-30	$804,816
Participant contributions at beginning of year	2019-04-30	$921,424
Participant contributions at end of year	2019-04-30	$0
Participant contributions at beginning of year	2019-04-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-04-30	$101,631
Other income not declared elsewhere	2019-04-30	$6,947
Total non interest bearing cash at end of year	2019-04-30	$7,337
Total non interest bearing cash at beginning of year	2019-04-30	$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	2019-04-30	No
Value of net income/loss	2019-04-30	$5,652
Value of net assets at end of year (total assets less liabilities)	2019-04-30	$52,227,474
Value of net assets at beginning of year (total assets less liabilities)	2019-04-30	$52,221,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-04-30	No
Were any leases to which the plan was party in default or uncollectible	2019-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-04-30	$47,153,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-04-30	$45,726,666
Interest on participant loans	2019-04-30	$41,104
Value of interest in common/collective trusts at end of year	2019-04-30	$4,261,481
Value of interest in common/collective trusts at beginning of year	2019-04-30	$5,573,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-04-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-04-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-04-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-04-30	$3,843,374
Net investment gain or loss from common/collective trusts	2019-04-30	$101,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-04-30	No
Was there a failure to transmit to the plan any participant contributions	2019-04-30	No
Has the plan failed to provide any benefit when due under the plan	2019-04-30	No
Employer contributions (assets) at end of year	2019-04-30	$0
Employer contributions (assets) at beginning of year	2019-04-30	$0
Income. Dividends from common stock	2019-04-30	$557,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-04-30	$5,799,490
Liabilities. Value of benefit claims payable at end of year	2019-04-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-04-30	$0
Did the plan have assets held for investment	2019-04-30	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	2019-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-04-30	Disclaimer
Accountancy firm name	2019-04-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-04-30	410746749
2018 : WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-04-30	$308
Total income from all sources (including contributions)	2018-04-30	$7,026,501
Total loss/gain on sale of assets	2018-04-30	$0
Total of all expenses incurred	2018-04-30	$2,975,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-04-30	$2,966,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-04-30	$1,812,444
Value of total assets at end of year	2018-04-30	$52,221,822
Value of total assets at beginning of year	2018-04-30	$48,171,011
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-04-30	$9,063
Total interest from all sources	2018-04-30	$41,248
Total dividends received (eg from common stock, registered investment company shares)	2018-04-30	$416,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-04-30	$416,794
Was this plan covered by a fidelity bond	2018-04-30	Yes
Value of fidelity bond cover	2018-04-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-04-30	No
Contributions received from participants	2018-04-30	$1,309,806
Participant contributions at end of year	2018-04-30	$921,424
Participant contributions at beginning of year	2018-04-30	$965,175
Participant contributions at end of year	2018-04-30	$0
Participant contributions at beginning of year	2018-04-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-04-30	$174,944
Other income not declared elsewhere	2018-04-30	$7,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-04-30	No
Value of net income/loss	2018-04-30	$4,051,119
Value of net assets at end of year (total assets less liabilities)	2018-04-30	$52,221,822
Value of net assets at beginning of year (total assets less liabilities)	2018-04-30	$48,170,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-04-30	No
Were any leases to which the plan was party in default or uncollectible	2018-04-30	No
Investment advisory and management fees	2018-04-30	$9,063
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-04-30	$45,726,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-04-30	$41,428,823
Interest on participant loans	2018-04-30	$41,248
Value of interest in common/collective trusts at end of year	2018-04-30	$5,573,732
Value of interest in common/collective trusts at beginning of year	2018-04-30	$5,729,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-04-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-04-30	$47,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-04-30	$47,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-04-30	$4,620,677
Net investment gain or loss from common/collective trusts	2018-04-30	$127,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-04-30	No
Was there a failure to transmit to the plan any participant contributions	2018-04-30	No
Has the plan failed to provide any benefit when due under the plan	2018-04-30	No
Contributions received in cash from employer	2018-04-30	$327,694
Employer contributions (assets) at end of year	2018-04-30	$0
Employer contributions (assets) at beginning of year	2018-04-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-04-30	$2,966,319
Liabilities. Value of benefit claims payable at end of year	2018-04-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-04-30	$308
Did the plan have assets held for investment	2018-04-30	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	2018-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-04-30	Disclaimer
Accountancy firm name	2018-04-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-04-30	410746749
2017 : WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-04-30	$308
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-04-30	$26,231
Total income from all sources (including contributions)	2017-04-30	$6,632,913
Total loss/gain on sale of assets	2017-04-30	$0
Total of all expenses incurred	2017-04-30	$2,891,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-04-30	$2,881,295
Value of total corrective distributions	2017-04-30	$308
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-04-30	$1,249,224
Value of total assets at end of year	2017-04-30	$48,171,011
Value of total assets at beginning of year	2017-04-30	$44,455,907
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-04-30	$10,283
Total interest from all sources	2017-04-30	$39,070
Total dividends received (eg from common stock, registered investment company shares)	2017-04-30	$466,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-04-30	$466,043
Was this plan covered by a fidelity bond	2017-04-30	Yes
Value of fidelity bond cover	2017-04-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-04-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-04-30	No
Contributions received from participants	2017-04-30	$1,153,604
Participant contributions at end of year	2017-04-30	$965,175
Participant contributions at beginning of year	2017-04-30	$760,525
Participant contributions at end of year	2017-04-30	$0
Participant contributions at beginning of year	2017-04-30	$36,840
Income. Received or receivable in cash from other sources (including rollovers)	2017-04-30	$92,355
Other income not declared elsewhere	2017-04-30	$4,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-04-30	No
Value of net income/loss	2017-04-30	$3,741,027
Value of net assets at end of year (total assets less liabilities)	2017-04-30	$48,170,703
Value of net assets at beginning of year (total assets less liabilities)	2017-04-30	$44,429,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-04-30	No
Were any leases to which the plan was party in default or uncollectible	2017-04-30	No
Investment advisory and management fees	2017-04-30	$10,283
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-04-30	$41,428,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-04-30	$37,808,190
Interest on participant loans	2017-04-30	$39,070
Value of interest in common/collective trusts at end of year	2017-04-30	$5,729,400
Value of interest in common/collective trusts at beginning of year	2017-04-30	$5,849,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-04-30	$47,613
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-04-30	$692
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-04-30	$692
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-04-30	$4,781,800
Net investment gain or loss from common/collective trusts	2017-04-30	$92,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-04-30	No
Was there a failure to transmit to the plan any participant contributions	2017-04-30	No
Has the plan failed to provide any benefit when due under the plan	2017-04-30	No
Contributions received in cash from employer	2017-04-30	$3,265
Employer contributions (assets) at end of year	2017-04-30	$0
Employer contributions (assets) at beginning of year	2017-04-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-04-30	$2,881,295
Liabilities. Value of benefit claims payable at end of year	2017-04-30	$308
Liabilities. Value of benefit claims payable at beginning of year	2017-04-30	$26,231
Did the plan have assets held for investment	2017-04-30	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	2017-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-04-30	Disclaimer
Accountancy firm name	2017-04-30	SCHENCK, SC
Accountancy firm EIN	2017-04-30	391173131
2016 : WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-04-30	$26,231
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-04-30	$0
Total income from all sources (including contributions)	2016-04-30	$228,164
Total loss/gain on sale of assets	2016-04-30	$0
Total of all expenses incurred	2016-04-30	$2,269,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-04-30	$2,224,490
Value of total corrective distributions	2016-04-30	$35,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-04-30	$1,187,356
Value of total assets at end of year	2016-04-30	$44,455,907
Value of total assets at beginning of year	2016-04-30	$46,471,505
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-04-30	$9,509
Total interest from all sources	2016-04-30	$33,515
Total dividends received (eg from common stock, registered investment company shares)	2016-04-30	$392,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-04-30	$392,337
Was this plan covered by a fidelity bond	2016-04-30	Yes
Value of fidelity bond cover	2016-04-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-04-30	No
Contributions received from participants	2016-04-30	$1,180,485
Participant contributions at end of year	2016-04-30	$760,525
Participant contributions at beginning of year	2016-04-30	$827,497
Participant contributions at end of year	2016-04-30	$36,840
Participant contributions at beginning of year	2016-04-30	$37,354
Income. Received or receivable in cash from other sources (including rollovers)	2016-04-30	$6,871
Other income not declared elsewhere	2016-04-30	$-68,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-04-30	No
Value of net income/loss	2016-04-30	$-2,041,829
Value of net assets at end of year (total assets less liabilities)	2016-04-30	$44,429,676
Value of net assets at beginning of year (total assets less liabilities)	2016-04-30	$46,471,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-04-30	No
Were any leases to which the plan was party in default or uncollectible	2016-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-04-30	$37,808,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-04-30	$39,972,466
Interest on participant loans	2016-04-30	$33,506
Value of interest in common/collective trusts at end of year	2016-04-30	$5,849,660
Value of interest in common/collective trusts at beginning of year	2016-04-30	$5,634,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-04-30	$692
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-04-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-04-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-04-30	$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-04-30	$-1,280,455
Net investment gain or loss from common/collective trusts	2016-04-30	$-36,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-04-30	No
Was there a failure to transmit to the plan any participant contributions	2016-04-30	No
Has the plan failed to provide any benefit when due under the plan	2016-04-30	No
Employer contributions (assets) at end of year	2016-04-30	$0
Employer contributions (assets) at beginning of year	2016-04-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-04-30	$2,224,490
Contract administrator fees	2016-04-30	$9,509
Liabilities. Value of benefit claims payable at end of year	2016-04-30	$26,231
Liabilities. Value of benefit claims payable at beginning of year	2016-04-30	$0
Did the plan have assets held for investment	2016-04-30	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	2016-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-04-30	Disclaimer
Accountancy firm name	2016-04-30	SCHENCK, SC
Accountancy firm EIN	2016-04-30	391173131
2015 : WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-04-30	$0
Total income from all sources (including contributions)	2015-04-30	$5,353,818
Total loss/gain on sale of assets	2015-04-30	$0
Total of all expenses incurred	2015-04-30	$3,127,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-04-30	$3,020,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-04-30	$1,250,976
Value of total assets at end of year	2015-04-30	$46,471,505
Value of total assets at beginning of year	2015-04-30	$44,244,906
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-04-30	$106,306
Total interest from all sources	2015-04-30	$48,980
Total dividends received (eg from common stock, registered investment company shares)	2015-04-30	$324,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-04-30	No
Administrative expenses professional fees incurred	2015-04-30	$21,573
Was this plan covered by a fidelity bond	2015-04-30	Yes
Value of fidelity bond cover	2015-04-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-04-30	No
Contributions received from participants	2015-04-30	$1,248,879
Participant contributions at end of year	2015-04-30	$827,497
Participant contributions at beginning of year	2015-04-30	$975,064
Participant contributions at end of year	2015-04-30	$37,354
Participant contributions at beginning of year	2015-04-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-04-30	$2,097
Other income not declared elsewhere	2015-04-30	$118,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-04-30	No
Value of net income/loss	2015-04-30	$2,226,599
Value of net assets at end of year (total assets less liabilities)	2015-04-30	$46,471,505
Value of net assets at beginning of year (total assets less liabilities)	2015-04-30	$44,244,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-04-30	No
Were any leases to which the plan was party in default or uncollectible	2015-04-30	No
Investment advisory and management fees	2015-04-30	$84,733
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-04-30	$39,972,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-04-30	$38,099,005
Interest on participant loans	2015-04-30	$40,048
Value of interest in common/collective trusts at end of year	2015-04-30	$5,634,188
Value of interest in common/collective trusts at beginning of year	2015-04-30	$5,152,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-04-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-04-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-04-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-04-30	$8,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-04-30	$3,572,047
Net investment gain or loss from common/collective trusts	2015-04-30	$38,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-04-30	No
Was there a failure to transmit to the plan any participant contributions	2015-04-30	No
Has the plan failed to provide any benefit when due under the plan	2015-04-30	No
Employer contributions (assets) at end of year	2015-04-30	$0
Employer contributions (assets) at beginning of year	2015-04-30	$17,973
Income. Dividends from common stock	2015-04-30	$324,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-04-30	$3,020,913
Did the plan have assets held for investment	2015-04-30	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	2015-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-04-30	Disclaimer
Accountancy firm name	2015-04-30	SCHENCK, SC
Accountancy firm EIN	2015-04-30	391173131
2014 : WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-04-30	$0
Total income from all sources (including contributions)	2014-04-30	$5,876,214
Total loss/gain on sale of assets	2014-04-30	$0
Total of all expenses incurred	2014-04-30	$1,807,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-04-30	$1,799,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-04-30	$1,077,086
Value of total assets at end of year	2014-04-30	$44,244,906
Value of total assets at beginning of year	2014-04-30	$40,175,904
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-04-30	$7,775
Total interest from all sources	2014-04-30	$39,509
Total dividends received (eg from common stock, registered investment company shares)	2014-04-30	$212,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-04-30	$212,561
Administrative expenses professional fees incurred	2014-04-30	$7,775
Was this plan covered by a fidelity bond	2014-04-30	Yes
Value of fidelity bond cover	2014-04-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-04-30	No
Contributions received from participants	2014-04-30	$1,057,713
Participant contributions at end of year	2014-04-30	$975,064
Participant contributions at beginning of year	2014-04-30	$895,251
Income. Received or receivable in cash from other sources (including rollovers)	2014-04-30	$1,400
Other income not declared elsewhere	2014-04-30	$-21,907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-04-30	No
Value of net income/loss	2014-04-30	$4,069,002
Value of net assets at end of year (total assets less liabilities)	2014-04-30	$44,244,906
Value of net assets at beginning of year (total assets less liabilities)	2014-04-30	$40,175,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-04-30	No
Were any leases to which the plan was party in default or uncollectible	2014-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-04-30	$38,099,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-04-30	$34,113,708
Interest on participant loans	2014-04-30	$39,502
Value of interest in common/collective trusts at end of year	2014-04-30	$5,152,864
Value of interest in common/collective trusts at beginning of year	2014-04-30	$5,138,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-04-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-04-30	$28,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-04-30	$28,524
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-04-30	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-04-30	$4,603,623
Net investment gain or loss from common/collective trusts	2014-04-30	$-34,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-04-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-04-30	No
Has the plan failed to provide any benefit when due under the plan	2014-04-30	No
Contributions received in cash from employer	2014-04-30	$17,973
Employer contributions (assets) at end of year	2014-04-30	$17,973
Employer contributions (assets) at beginning of year	2014-04-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-04-30	$1,799,437
Did the plan have assets held for investment	2014-04-30	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	2014-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-04-30	Disclaimer
Accountancy firm name	2014-04-30	SCHENCK, SC
Accountancy firm EIN	2014-04-30	391173131
2013 : WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-04-30	$0
Total income from all sources (including contributions)	2013-04-30	$5,575,404
Total loss/gain on sale of assets	2013-04-30	$0
Total of all expenses incurred	2013-04-30	$2,001,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-04-30	$1,991,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-04-30	$1,003,886
Value of total assets at end of year	2013-04-30	$40,175,904
Value of total assets at beginning of year	2013-04-30	$36,601,719
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-04-30	$9,705
Total interest from all sources	2013-04-30	$38,791
Total dividends received (eg from common stock, registered investment company shares)	2013-04-30	$346,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-04-30	$346,623
Administrative expenses professional fees incurred	2013-04-30	$9,705
Was this plan covered by a fidelity bond	2013-04-30	Yes
Value of fidelity bond cover	2013-04-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-04-30	No
Contributions received from participants	2013-04-30	$1,002,107
Participant contributions at end of year	2013-04-30	$895,251
Participant contributions at beginning of year	2013-04-30	$838,831
Income. Received or receivable in cash from other sources (including rollovers)	2013-04-30	$1,779
Other income not declared elsewhere	2013-04-30	$10,300
Total non interest bearing cash at end of year	2013-04-30	$0
Total non interest bearing cash at beginning of year	2013-04-30	$14,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-04-30	No
Value of net income/loss	2013-04-30	$3,574,185
Value of net assets at end of year (total assets less liabilities)	2013-04-30	$40,175,904
Value of net assets at beginning of year (total assets less liabilities)	2013-04-30	$36,601,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-04-30	No
Were any leases to which the plan was party in default or uncollectible	2013-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-04-30	$34,113,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-04-30	$31,372,637
Interest on participant loans	2013-04-30	$38,780
Value of interest in common/collective trusts at end of year	2013-04-30	$5,138,421
Value of interest in common/collective trusts at beginning of year	2013-04-30	$4,375,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-04-30	$28,524
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-04-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-04-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-04-30	$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-04-30	$3,490,628
Net investment gain or loss from common/collective trusts	2013-04-30	$685,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-04-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-04-30	No
Has the plan failed to provide any benefit when due under the plan	2013-04-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-04-30	$1,991,514
Did the plan have assets held for investment	2013-04-30	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	2013-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-04-30	Disclaimer
Accountancy firm name	2013-04-30	SCHENCK, SC
Accountancy firm EIN	2013-04-30	391173131
2012 : WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-04-30	$2,389
Total income from all sources (including contributions)	2012-04-30	$306,907
Total of all expenses incurred	2012-04-30	$2,425,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-04-30	$2,305,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-04-30	$1,087,798
Value of total assets at end of year	2012-04-30	$36,601,719
Value of total assets at beginning of year	2012-04-30	$38,722,789
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-04-30	$119,841
Total interest from all sources	2012-04-30	$39,812
Total dividends received (eg from common stock, registered investment company shares)	2012-04-30	$956,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-04-30	$956,525
Was this plan covered by a fidelity bond	2012-04-30	Yes
Value of fidelity bond cover	2012-04-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-04-30	No
Contributions received from participants	2012-04-30	$1,041,195
Participant contributions at end of year	2012-04-30	$838,831
Participant contributions at beginning of year	2012-04-30	$814,915
Income. Received or receivable in cash from other sources (including rollovers)	2012-04-30	$46,603
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-04-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-04-30	$2,389
Administrative expenses (other) incurred	2012-04-30	$31,176
Total non interest bearing cash at end of year	2012-04-30	$14,844
Total non interest bearing cash at beginning of year	2012-04-30	$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	2012-04-30	No
Value of net income/loss	2012-04-30	$-2,118,681
Value of net assets at end of year (total assets less liabilities)	2012-04-30	$36,601,719
Value of net assets at beginning of year (total assets less liabilities)	2012-04-30	$38,720,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-04-30	No
Were any leases to which the plan was party in default or uncollectible	2012-04-30	No
Investment advisory and management fees	2012-04-30	$88,665
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-04-30	$31,372,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-04-30	$34,069,541
Interest on participant loans	2012-04-30	$39,812
Value of interest in common/collective trusts at end of year	2012-04-30	$4,375,407
Value of interest in common/collective trusts at beginning of year	2012-04-30	$3,838,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-04-30	$-1,740,933
Net investment gain or loss from common/collective trusts	2012-04-30	$-36,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-04-30	No
Was there a failure to transmit to the plan any participant contributions	2012-04-30	No
Has the plan failed to provide any benefit when due under the plan	2012-04-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-04-30	$2,305,747
Did the plan have assets held for investment	2012-04-30	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	2012-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-04-30	Disclaimer
Accountancy firm name	2012-04-30	GRANT THORNTON LLP
Accountancy firm EIN	2012-04-30	366055558
2011 : WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-04-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-04-30	$2,389
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-04-30	$0
Total income from all sources (including contributions)	2011-04-30	$5,768,368
Total loss/gain on sale of assets	2011-04-30	$0
Total of all expenses incurred	2011-04-30	$1,400,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-04-30	$1,390,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-04-30	$1,012,285
Value of total assets at end of year	2011-04-30	$38,722,789
Value of total assets at beginning of year	2011-04-30	$34,352,563
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-04-30	$10,260
Total interest from all sources	2011-04-30	$45,592
Total dividends received (eg from common stock, registered investment company shares)	2011-04-30	$386,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-04-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-04-30	$386,332
Was this plan covered by a fidelity bond	2011-04-30	Yes
Value of fidelity bond cover	2011-04-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-04-30	No
Contributions received from participants	2011-04-30	$1,002,665
Participant contributions at end of year	2011-04-30	$814,915
Participant contributions at beginning of year	2011-04-30	$910,832
Income. Received or receivable in cash from other sources (including rollovers)	2011-04-30	$3,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-04-30	$2,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-04-30	$0
Administrative expenses (other) incurred	2011-04-30	$10,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-04-30	No
Value of net income/loss	2011-04-30	$4,367,837
Value of net assets at end of year (total assets less liabilities)	2011-04-30	$38,720,400
Value of net assets at beginning of year (total assets less liabilities)	2011-04-30	$34,352,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-04-30	No
Were any leases to which the plan was party in default or uncollectible	2011-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-04-30	$34,069,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-04-30	$29,858,413
Interest on participant loans	2011-04-30	$45,592
Value of interest in common/collective trusts at end of year	2011-04-30	$3,838,333
Value of interest in common/collective trusts at beginning of year	2011-04-30	$3,583,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-04-30	$4,289,252
Net investment gain or loss from common/collective trusts	2011-04-30	$34,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-04-30	No
Was there a failure to transmit to the plan any participant contributions	2011-04-30	No
Has the plan failed to provide any benefit when due under the plan	2011-04-30	No
Contributions received in cash from employer	2011-04-30	$6,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-04-30	$1,390,271
Did the plan have assets held for investment	2011-04-30	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	2011-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-04-30	Disclaimer
Accountancy firm name	2011-04-30	GRANT THORNTON LLP
Accountancy firm EIN	2011-04-30	366055558
2010 : WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-04-30	$0

Form 5500 Responses for WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN

2022: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-05-01	Type of plan entity	Single employer plan
2021-05-01	Submission has been amended	No
2021-05-01	This submission is the final filing	No
2021-05-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-05-01	Plan is a collectively bargained plan	No
2021-05-01	Plan funding arrangement – Insurance	Yes
2021-05-01	Plan funding arrangement – Trust	Yes
2021-05-01	Plan benefit arrangement – Insurance	Yes
2021-05-01	Plan benefit arrangement - Trust	Yes
2020: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-05-01	Type of plan entity	Single employer plan
2020-05-01	Submission has been amended	No
2020-05-01	This submission is the final filing	No
2020-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-05-01	Plan is a collectively bargained plan	No
2020-05-01	Plan funding arrangement – Insurance	Yes
2020-05-01	Plan funding arrangement – Trust	Yes
2020-05-01	Plan benefit arrangement – Insurance	Yes
2020-05-01	Plan benefit arrangement - Trust	Yes
2019: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-05-01	Type of plan entity	Single employer plan
2019-05-01	Submission has been amended	No
2019-05-01	This submission is the final filing	No
2019-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-05-01	Plan is a collectively bargained plan	No
2019-05-01	Plan funding arrangement – Insurance	Yes
2019-05-01	Plan funding arrangement – Trust	Yes
2019-05-01	Plan benefit arrangement – Insurance	Yes
2019-05-01	Plan benefit arrangement - Trust	Yes
2018: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-05-01	Type of plan entity	Single employer plan
2018-05-01	Submission has been amended	No
2018-05-01	This submission is the final filing	No
2018-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-05-01	Plan is a collectively bargained plan	Yes
2018-05-01	Plan funding arrangement – Trust	Yes
2018-05-01	Plan benefit arrangement - Trust	Yes
2017: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-05-01	Type of plan entity	Single employer plan
2017-05-01	Submission has been amended	No
2017-05-01	This submission is the final filing	No
2017-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-05-01	Plan is a collectively bargained plan	Yes
2017-05-01	Plan funding arrangement – Trust	Yes
2017-05-01	Plan benefit arrangement - Trust	Yes
2016: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-05-01	Type of plan entity	Single employer plan
2016-05-01	Submission has been amended	No
2016-05-01	This submission is the final filing	No
2016-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-05-01	Plan is a collectively bargained plan	Yes
2016-05-01	Plan funding arrangement – Trust	Yes
2016-05-01	Plan benefit arrangement - Trust	Yes
2015: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-05-01	Type of plan entity	Single employer plan
2015-05-01	Submission has been amended	No
2015-05-01	This submission is the final filing	No
2015-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-05-01	Plan is a collectively bargained plan	Yes
2015-05-01	Plan funding arrangement – Trust	Yes
2015-05-01	Plan benefit arrangement - Trust	Yes
2014: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-05-01	Type of plan entity	Single employer plan
2014-05-01	Submission has been amended	No
2014-05-01	This submission is the final filing	No
2014-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-05-01	Plan is a collectively bargained plan	Yes
2014-05-01	Plan funding arrangement – Trust	Yes
2014-05-01	Plan benefit arrangement - Trust	Yes
2013: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-05-01	Type of plan entity	Single employer plan
2013-05-01	Submission has been amended	No
2013-05-01	This submission is the final filing	No
2013-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-05-01	Plan is a collectively bargained plan	Yes
2013-05-01	Plan funding arrangement – Trust	Yes
2013-05-01	Plan benefit arrangement - Trust	Yes
2012: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-05-01	Type of plan entity	Single employer plan
2012-05-01	Submission has been amended	No
2012-05-01	This submission is the final filing	No
2012-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-05-01	Plan is a collectively bargained plan	Yes
2012-05-01	Plan funding arrangement – Trust	Yes
2012-05-01	Plan benefit arrangement - Trust	Yes
2011: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-05-01	Type of plan entity	Single employer plan
2011-05-01	Submission has been amended	No
2011-05-01	This submission is the final filing	No
2011-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-05-01	Plan is a collectively bargained plan	Yes
2011-05-01	Plan funding arrangement – Trust	Yes
2011-05-01	Plan benefit arrangement - Trust	Yes
2009: WESTERN STATES EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-05-01	Type of plan entity	Single employer plan
2009-05-01	Submission has been amended	No
2009-05-01	This submission is the final filing	No
2009-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-05-01	Plan is a collectively bargained plan	Yes
2009-05-01	Plan funding arrangement – Trust	Yes
2009-05-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

467968

Policy instance

Insurance contract or identification number	467968
Number of Individuals Covered	625
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,887
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1887
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

632974

Policy instance

Insurance contract or identification number	632974
Number of Individuals Covered	625
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $99
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	99
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

467968

Policy instance

Insurance contract or identification number	467968
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $543
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	543
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

628261

Policy instance

Insurance contract or identification number	628261
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of fees paid to insurance company	USD $48
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	48
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

467968

Policy instance

Insurance contract or identification number	467968
Number of Individuals Covered	666
Insurance policy start date	2021-05-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,199
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1199
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

628261

Policy instance

Insurance contract or identification number	628261
Number of Individuals Covered	666
Insurance policy start date	2021-05-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $83
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	83
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

467968

Policy instance

Insurance contract or identification number	467968
Number of Individuals Covered	680
Insurance policy start date	2020-05-01
Insurance policy end date	2021-04-30
Total amount of commissions paid to insurance broker	USD $10,688
Total amount of fees paid to insurance company	USD $2,575
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,552
Insurance broker organization code?	3
Amount paid for insurance broker fees	2575
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

628261

Policy instance

Insurance contract or identification number	628261
Number of Individuals Covered	680
Insurance policy start date	2020-05-01
Insurance policy end date	2021-04-30
Total amount of commissions paid to insurance broker	USD $635
Total amount of fees paid to insurance company	USD $155
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $319
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

467968

Policy instance

Insurance contract or identification number	467968
Number of Individuals Covered	686
Insurance policy start date	2019-07-01
Insurance policy end date	2020-04-30
Total amount of commissions paid to insurance broker	USD $6,701
Total amount of fees paid to insurance company	USD $1,807
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,701
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

628261

Policy instance

Insurance contract or identification number	628261
Number of Individuals Covered	686
Insurance policy start date	2019-07-01
Insurance policy end date	2020-04-30
Total amount of commissions paid to insurance broker	USD $2,775
Total amount of fees paid to insurance company	USD $8,113
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,775
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

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Company Name:	WESTERN STATES ENVELOPE COMPANY
Employer identification number (EIN):	390700440
NAIC Classification:	322200