401k Plan data: THE FRANTZ GROUP, INC. 401(K) PLAN plan

THE FRANTZ GROUP, INC. 401(K) PLAN 401k Plan overview

Plan Name	THE FRANTZ GROUP, INC. 401(K) PLAN
Plan identification number	001

THE FRANTZ GROUP, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE FRANTZ GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE FRANTZ GROUP, INC.

Employer identification number (EIN): 391836883

NAIC Classification: 561420

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FRANTZ GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 SUSAN WANG 2022-10-04
001 2020-01-01 SUSAN WANG 2021-05-12
001 2019-01-01 SUSAN WANG 2020-03-17
001 2018-01-01 SUSAN WANG 2019-10-01
001 2018-01-01 SUSAN WANG 2020-01-24
001 2017-01-01 AMY REHFELDT
001 2016-01-01 CHRISTA LAYMAN
001 2015-01-01 CHRISTA LAYMAN
001 2014-01-01 REBECCA WHITT
001 2013-01-01 REBECCA WHITT 2014-06-17
001 2012-01-01 REBECCA WHITT 2013-07-16
001 2011-01-01 REBECCA WHITT 2012-07-18
001 2009-01-01 REBECCA WHITT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	SUSAN WANG	2022-10-04
001	2020-01-01	SUSAN WANG	2021-05-12
001	2019-01-01	SUSAN WANG	2020-03-17
001	2018-01-01	SUSAN WANG	2019-10-01
001	2018-01-01	SUSAN WANG	2020-01-24
001	2017-01-01	AMY REHFELDT
001	2016-01-01	CHRISTA LAYMAN
001	2015-01-01	CHRISTA LAYMAN
001	2014-01-01	REBECCA WHITT
001	2013-01-01	REBECCA WHITT	2014-06-17
001	2012-01-01	REBECCA WHITT	2013-07-16
001	2011-01-01	REBECCA WHITT	2012-07-18
001	2009-01-01	REBECCA WHITT

Plan Statistics for THE FRANTZ GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for THE FRANTZ GROUP, INC. 401(K) PLAN

Measure Date Value
2017: THE FRANTZ GROUP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 15
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 21
Number of participants with account balances 2017-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE FRANTZ GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 18
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 13
Total of all active and inactive participants 2016-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 31
Number of participants with account balances 2016-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE FRANTZ GROUP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 19
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 12
Total of all active and inactive participants 2015-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 31
Number of participants with account balances 2015-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: THE FRANTZ GROUP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 20
Number of retired or separated participants receiving benefits 2014-01-01 10
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 30
Number of participants with account balances 2014-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2009: THE FRANTZ GROUP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 64
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 39
Total of all active and inactive participants 2009-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 103
Number of participants with account balances 2009-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: THE FRANTZ GROUP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	15
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	21
Number of participants with account balances	2017-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE FRANTZ GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	18
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	13
Total of all active and inactive participants	2016-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	31
Number of participants with account balances	2016-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE FRANTZ GROUP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	19
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	12
Total of all active and inactive participants	2015-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	31
Number of participants with account balances	2015-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: THE FRANTZ GROUP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	20
Number of retired or separated participants receiving benefits	2014-01-01	10
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	30
Number of participants with account balances	2014-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2009: THE FRANTZ GROUP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	64
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	39
Total of all active and inactive participants	2009-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	103
Number of participants with account balances	2009-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE FRANTZ GROUP, INC. 401(K) PLAN

Measure	Date	Value
2017 : THE FRANTZ GROUP, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$80,764
Expenses. Total of all expenses incurred	2017-12-31	$46,962
Benefits paid (including direct rollovers)	2017-12-31	$44,007
Total plan assets at end of year	2017-12-31	$630,473
Total plan assets at beginning of year	2017-12-31	$596,671
Value of fidelity bond covering the plan	2017-12-31	$2,000,000
Total contributions received or receivable from participants	2017-12-31	$6,882
Other income received	2017-12-31	$73,882
Net income (gross income less expenses)	2017-12-31	$33,802
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$630,473
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$596,671
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,955
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : THE FRANTZ GROUP, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$45,864
Expenses. Total of all expenses incurred	2016-12-31	$14,918
Benefits paid (including direct rollovers)	2016-12-31	$12,499
Total plan assets at end of year	2016-12-31	$596,671
Total plan assets at beginning of year	2016-12-31	$565,725
Value of fidelity bond covering the plan	2016-12-31	$2,000,000
Total contributions received or receivable from participants	2016-12-31	$7,030
Other income received	2016-12-31	$38,834
Net income (gross income less expenses)	2016-12-31	$30,946
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$596,671
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$565,725
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,419
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : THE FRANTZ GROUP, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-4,268
Expenses. Total of all expenses incurred	2015-12-31	$213,818
Benefits paid (including direct rollovers)	2015-12-31	$211,283
Total plan assets at end of year	2015-12-31	$565,725
Total plan assets at beginning of year	2015-12-31	$783,811
Value of fidelity bond covering the plan	2015-12-31	$2,000,000
Total contributions received or receivable from participants	2015-12-31	$8,099
Other income received	2015-12-31	$-12,367
Net income (gross income less expenses)	2015-12-31	$-218,086
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$565,725
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$783,811
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,535
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : THE FRANTZ GROUP, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$46,539
Expenses. Total of all expenses incurred	2014-12-31	$77,480
Benefits paid (including direct rollovers)	2014-12-31	$75,264
Total plan assets at end of year	2014-12-31	$783,811
Total plan assets at beginning of year	2014-12-31	$814,752
Value of fidelity bond covering the plan	2014-12-31	$2,000,000
Total contributions received or receivable from participants	2014-12-31	$18,623
Other income received	2014-12-31	$27,916
Net income (gross income less expenses)	2014-12-31	$-30,941
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$783,811
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$814,752
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,216
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2010 : THE FRANTZ GROUP, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$158,210
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$71,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$71,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$50,146
Value of total assets at end of year	2010-12-31	$1,025,525
Value of total assets at beginning of year	2010-12-31	$939,110
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$400
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$8,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$8,058
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$94,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$50,146
Administrative expenses (other) incurred	2010-12-31	$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$86,415
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,025,525
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$939,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$863,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$939,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$162,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$100,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$71,395
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	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CHORTEK & GOTTSCHALK, LLP
Accountancy firm EIN	2010-12-31	420993792
2009 : THE FRANTZ GROUP, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE FRANTZ GROUP, INC. 401(K) PLAN

2017: THE FRANTZ GROUP, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE FRANTZ GROUP, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE FRANTZ GROUP, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE FRANTZ GROUP, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2009: THE FRANTZ GROUP, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

112873

Policy instance

Insurance contract or identification number	112873
Number of Individuals Covered	15
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $3,012
Total amount of fees paid to insurance company	USD $814
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,012
Amount paid for insurance broker fees	92
Additional information about fees paid to insurance broker	OTHER ALLOWANCES
Insurance broker organization code?	7
Insurance broker name	PPG RETIREMENT SERVICES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

112873

Policy instance

Insurance contract or identification number	112873
Number of Individuals Covered	23
Insurance policy start date	2015-02-03
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $2,929
Total amount of fees paid to insurance company	USD $839
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,929
Amount paid for insurance broker fees	108
Additional information about fees paid to insurance broker	OTHER ALLOWANCES
Insurance broker organization code?	7
Insurance broker name	PPG RETIREMENT SERVICES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

112873

Policy instance

Insurance contract or identification number	112873
Number of Individuals Covered	16
Insurance policy start date	2014-02-03
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $7,475
Total amount of fees paid to insurance company	USD $2,624
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,475
Insurance broker organization code?	7
Amount paid for insurance broker fees	2624
Additional information about fees paid to insurance broker	TPA FEE
Insurance broker name	PPG RETIREMENT SERVICES

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Company Name:	THE FRANTZ GROUP, INC.
Employer identification number (EIN):	391836883
NAIC Classification:	561420