401k Plan data: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN plan

TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

TRUENORTH COMPANIES, L.C. has sponsored the creation of one or more 401k plans.

Company Name: TRUENORTH COMPANIES, L.C.

Employer identification number (EIN): 421513015

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about TRUENORTH COMPANIES, L.C.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 2000-08-28

Company Identification Number: 243285

Legal Registered Office Address: 500 1ST ST SE

CEDAR RAPIDS
United States of America (USA)
52401

More information about TRUENORTH COMPANIES, L.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JULIE BENNIS
001 2016-01-01 JULIE BENNIS
001 2016-01-01 JULIE BENNIS
001 2015-01-01 JULIE BENNIS
001 2014-01-01 JULIE BENNIS
001 2013-01-01 JULIE BENNIS
001 2012-01-01 JULIE BENNIS

Plan Statistics for TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 406
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 344
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 63
Total of all active and inactive participants 2022-01-01 409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 411
Number of participants with account balances 2022-01-01 411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 397
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 317
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 74
Total of all active and inactive participants 2021-01-01 393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 396
Number of participants with account balances 2021-01-01 395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 381
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 318
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 70
Total of all active and inactive participants 2020-01-01 388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 390
Number of participants with account balances 2020-01-01 383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 390
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 287
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 79
Total of all active and inactive participants 2019-01-01 368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 369
Number of participants with account balances 2019-01-01 369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 376
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 330
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 50
Total of all active and inactive participants 2018-01-01 382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 384
Number of participants with account balances 2018-01-01 346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 289
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 46
Total of all active and inactive participants 2017-01-01 337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 337
Number of participants with account balances 2017-01-01 330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 289
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 256
Number of other retired or separated participants entitled to future benefits 2016-01-01 34
Total of all active and inactive participants 2016-01-01 290
Total participants 2016-01-01 290
Number of participants with account balances 2016-01-01 292
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 255
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 235
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 38
Total of all active and inactive participants 2015-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 273
Number of participants with account balances 2015-01-01 265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 215
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 29
Total of all active and inactive participants 2014-01-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 244
Number of participants with account balances 2014-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 191
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 35
Total of all active and inactive participants 2013-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 227
Number of participants with account balances 2013-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 146
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 28
Total of all active and inactive participants 2012-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 175
Number of participants with account balances 2012-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	406
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	344
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	63
Total of all active and inactive participants	2022-01-01	409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	411
Number of participants with account balances	2022-01-01	411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	397
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	317
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	74
Total of all active and inactive participants	2021-01-01	393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	396
Number of participants with account balances	2021-01-01	395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	381
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	318
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	70
Total of all active and inactive participants	2020-01-01	388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	390
Number of participants with account balances	2020-01-01	383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	390
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	287
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	79
Total of all active and inactive participants	2019-01-01	368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	369
Number of participants with account balances	2019-01-01	369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	376
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	330
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	50
Total of all active and inactive participants	2018-01-01	382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	384
Number of participants with account balances	2018-01-01	346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	289
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	46
Total of all active and inactive participants	2017-01-01	337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	337
Number of participants with account balances	2017-01-01	330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	289
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	256
Number of other retired or separated participants entitled to future benefits	2016-01-01	34
Total of all active and inactive participants	2016-01-01	290
Total participants	2016-01-01	290
Number of participants with account balances	2016-01-01	292
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	255
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	235
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	38
Total of all active and inactive participants	2015-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	273
Number of participants with account balances	2015-01-01	265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	215
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	29
Total of all active and inactive participants	2014-01-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	244
Number of participants with account balances	2014-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	191
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	35
Total of all active and inactive participants	2013-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	227
Number of participants with account balances	2013-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	146
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	28
Total of all active and inactive participants	2012-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	175
Number of participants with account balances	2012-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-5,411,126
Total of all expenses incurred	2022-12-31	$4,065,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,976,308
Expenses. Certain deemed distributions of participant loans	2022-12-31	$8,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,443,926
Value of total assets at end of year	2022-12-31	$43,269,778
Value of total assets at beginning of year	2022-12-31	$52,746,471
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$81,228
Total interest from all sources	2022-12-31	$24,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
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	$2,365,230
Participant contributions at end of year	2022-12-31	$363,461
Participant contributions at beginning of year	2022-12-31	$246,443
Participant contributions at end of year	2022-12-31	$48,552
Participant contributions at beginning of year	2022-12-31	$77,208
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$947,063
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$933
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$453
Administrative expenses (other) incurred	2022-12-31	$72,391
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	$-9,476,693
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$43,269,778
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$52,746,471
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
Investment advisory and management fees	2022-12-31	$8,837
Value of interest in pooled separate accounts at end of year	2022-12-31	$41,815,433
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$50,757,767
Interest on participant loans	2022-12-31	$15,577
Interest earned on other investments	2022-12-31	$9,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,007,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,640,186
Net investment gain/loss from pooled separate accounts	2022-12-31	$-9,879,858
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	Yes
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	$1,131,633
Employer contributions (assets) at end of year	2022-12-31	$33,747
Employer contributions (assets) at beginning of year	2022-12-31	$24,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,976,308
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	2022-12-31	No
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	BGHN ASSOCIATES, P.C.
Accountancy firm EIN	2022-12-31	421508032
2021 : TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$10,758,601
Total of all expenses incurred	2021-12-31	$4,418,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,354,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,816,556
Value of total assets at end of year	2021-12-31	$52,746,471
Value of total assets at beginning of year	2021-12-31	$46,406,859
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$64,106
Total interest from all sources	2021-12-31	$26,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,428,243
Participant contributions at end of year	2021-12-31	$246,443
Participant contributions at beginning of year	2021-12-31	$229,546
Participant contributions at end of year	2021-12-31	$77,208
Participant contributions at beginning of year	2021-12-31	$56,456
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$228,389
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$453
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$54,294
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	$6,339,612
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$52,746,471
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$46,406,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$9,812
Value of interest in pooled separate accounts at end of year	2021-12-31	$50,757,767
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$43,673,260
Interest on participant loans	2021-12-31	$13,295
Interest earned on other investments	2021-12-31	$13,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,640,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,425,682
Net investment gain/loss from pooled separate accounts	2021-12-31	$6,915,666
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	$1,159,924
Employer contributions (assets) at end of year	2021-12-31	$24,414
Employer contributions (assets) at beginning of year	2021-12-31	$21,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,354,883
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	2021-12-31	No
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	BGHN ASSOCIATES, P.C.
Accountancy firm EIN	2021-12-31	421508032
2020 : TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$14,700
Total income from all sources (including contributions)	2020-12-31	$15,696,236
Total of all expenses incurred	2020-12-31	$3,767,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,718,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,642,957
Value of total assets at end of year	2020-12-31	$46,406,859
Value of total assets at beginning of year	2020-12-31	$34,493,174
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$49,238
Total interest from all sources	2020-12-31	$30,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,280,952
Participant contributions at end of year	2020-12-31	$229,546
Participant contributions at beginning of year	2020-12-31	$313,419
Participant contributions at end of year	2020-12-31	$56,456
Participant contributions at beginning of year	2020-12-31	$62,388
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$277,094
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$14,700
Other income not declared elsewhere	2020-12-31	$765
Administrative expenses (other) incurred	2020-12-31	$41,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$11,928,385
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$46,406,859
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$34,478,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$7,419
Value of interest in pooled separate accounts at end of year	2020-12-31	$43,673,260
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$31,689,438
Interest on participant loans	2020-12-31	$14,735
Interest earned on other investments	2020-12-31	$16,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,425,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,405,915
Net investment gain/loss from pooled separate accounts	2020-12-31	$12,021,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,084,911
Employer contributions (assets) at end of year	2020-12-31	$21,915
Employer contributions (assets) at beginning of year	2020-12-31	$22,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,718,613
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	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BGHN ASSOCIATES, P.C.
Accountancy firm EIN	2020-12-31	421508032
2019 : TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$14,700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$23,400
Total income from all sources (including contributions)	2019-12-31	$10,290,903
Total of all expenses incurred	2019-12-31	$3,890,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,847,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,870,352
Value of total assets at end of year	2019-12-31	$34,493,174
Value of total assets at beginning of year	2019-12-31	$28,101,610
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$43,452
Total interest from all sources	2019-12-31	$36,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,131,907
Participant contributions at end of year	2019-12-31	$313,419
Participant contributions at beginning of year	2019-12-31	$270,844
Participant contributions at end of year	2019-12-31	$62,388
Participant contributions at beginning of year	2019-12-31	$63,216
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$671,013
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$14,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$23,400
Administrative expenses (other) incurred	2019-12-31	$36,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$6,400,264
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$34,478,474
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$28,078,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$6,485
Value of interest in pooled separate accounts at end of year	2019-12-31	$31,689,438
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$25,513,660
Interest on participant loans	2019-12-31	$15,703
Interest earned on other investments	2019-12-31	$20,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,405,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,229,635
Net investment gain/loss from pooled separate accounts	2019-12-31	$6,383,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,067,432
Employer contributions (assets) at end of year	2019-12-31	$22,014
Employer contributions (assets) at beginning of year	2019-12-31	$24,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,847,187
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	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BGHN ASSOCIATES, P.C.
Accountancy firm EIN	2019-12-31	421508032
2018 : TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$23,400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$23,400
Total income from all sources (including contributions)	2018-12-31	$2,324,019
Total of all expenses incurred	2018-12-31	$2,683,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,633,384
Value of total corrective distributions	2018-12-31	$8,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,373,783
Value of total assets at end of year	2018-12-31	$28,101,610
Value of total assets at beginning of year	2018-12-31	$28,460,840
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$41,194
Total interest from all sources	2018-12-31	$28,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,873,341
Participant contributions at end of year	2018-12-31	$270,844
Participant contributions at beginning of year	2018-12-31	$190,496
Participant contributions at end of year	2018-12-31	$63,216
Participant contributions at beginning of year	2018-12-31	$68,402
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$544,953
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$23,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$23,400
Administrative expenses (other) incurred	2018-12-31	$35,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-359,230
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$28,078,210
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$28,437,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$5,944
Value of interest in pooled separate accounts at end of year	2018-12-31	$25,513,660
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$26,270,076
Interest on participant loans	2018-12-31	$10,696
Interest earned on other investments	2018-12-31	$18,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,229,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,909,836
Net investment gain/loss from pooled separate accounts	2018-12-31	$-1,078,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$955,489
Employer contributions (assets) at end of year	2018-12-31	$24,255
Employer contributions (assets) at beginning of year	2018-12-31	$22,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,633,384
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	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BOHR, DAHM, GREIF & ASSOCIATES P.C.
Accountancy firm EIN	2018-12-31	421508032
2017 : TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$23,400
Total income from all sources (including contributions)	2017-12-31	$7,827,975
Total of all expenses incurred	2017-12-31	$1,513,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,478,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,372,176
Value of total assets at end of year	2017-12-31	$28,460,840
Value of total assets at beginning of year	2017-12-31	$22,122,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$34,712
Total interest from all sources	2017-12-31	$20,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,779,999
Participant contributions at end of year	2017-12-31	$190,496
Participant contributions at beginning of year	2017-12-31	$254,960
Participant contributions at end of year	2017-12-31	$68,402
Participant contributions at beginning of year	2017-12-31	$51,843
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$694,166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$23,400
Administrative expenses (other) incurred	2017-12-31	$29,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$6,314,712
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$28,437,440
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$22,122,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$5,052
Value of interest in pooled separate accounts at end of year	2017-12-31	$26,270,076
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$20,252,979
Interest on participant loans	2017-12-31	$9,510
Interest earned on other investments	2017-12-31	$11,209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,909,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,542,987
Net investment gain/loss from pooled separate accounts	2017-12-31	$4,435,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$898,011
Employer contributions (assets) at end of year	2017-12-31	$22,030
Employer contributions (assets) at beginning of year	2017-12-31	$19,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,478,551
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	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BOHR, DAHM, GREIF & ASSOCIATES P.C.
Accountancy firm EIN	2017-12-31	421508032
2016 : TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$840,395
Total income from all sources (including contributions)	2016-12-31	$4,700,907
Total of all expenses incurred	2016-12-31	$2,854,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,825,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,389,681
Value of total assets at end of year	2016-12-31	$22,122,728
Value of total assets at beginning of year	2016-12-31	$19,436,082
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$28,864
Total interest from all sources	2016-12-31	$10,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,624,154
Participant contributions at end of year	2016-12-31	$254,960
Participant contributions at beginning of year	2016-12-31	$259,489
Participant contributions at end of year	2016-12-31	$51,843
Participant contributions at beginning of year	2016-12-31	$56,670
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$916,981
Other income not declared elsewhere	2016-12-31	$11,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,846,251
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$22,122,728
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$19,436,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$20,252,979
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$17,164,574
Interest on participant loans	2016-12-31	$10,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,542,987
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,930,635
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,290,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$848,546
Employer contributions (assets) at end of year	2016-12-31	$19,959
Employer contributions (assets) at beginning of year	2016-12-31	$24,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,825,792
Contract administrator fees	2016-12-31	$28,864
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BOHR, DAHM, GREIF & ASSOCIATES P.C.
Accountancy firm EIN	2016-12-31	421508032
2015 : TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$2,663,347
Total of all expenses incurred	2015-12-31	$1,261,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,220,974
Value of total corrective distributions	2015-12-31	$1,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,718,683
Value of total assets at end of year	2015-12-31	$19,436,082
Value of total assets at beginning of year	2015-12-31	$18,034,092
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$39,243
Total interest from all sources	2015-12-31	$11,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,418,831
Participant contributions at end of year	2015-12-31	$259,489
Participant contributions at beginning of year	2015-12-31	$273,339
Participant contributions at end of year	2015-12-31	$56,670
Participant contributions at beginning of year	2015-12-31	$51,330
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$570,904
Other income not declared elsewhere	2015-12-31	$15,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,401,990
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,436,082
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$18,034,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$17,164,574
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$15,301,577
Interest on participant loans	2015-12-31	$11,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,930,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,377,587
Net investment gain/loss from pooled separate accounts	2015-12-31	$-82,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$728,948
Employer contributions (assets) at end of year	2015-12-31	$24,714
Employer contributions (assets) at beginning of year	2015-12-31	$30,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,220,974
Contract administrator fees	2015-12-31	$39,243
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BOHR, DAHM, GREIF & ASSOCIATES P.C.
Accountancy firm EIN	2015-12-31	421508032
2014 : TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$3,168,355
Total of all expenses incurred	2014-12-31	$770,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$731,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,409,706
Value of total assets at end of year	2014-12-31	$18,034,092
Value of total assets at beginning of year	2014-12-31	$15,636,114
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$38,785
Total interest from all sources	2014-12-31	$10,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,247,676
Participant contributions at end of year	2014-12-31	$273,339
Participant contributions at beginning of year	2014-12-31	$199,959
Participant contributions at end of year	2014-12-31	$51,330
Participant contributions at beginning of year	2014-12-31	$25,353
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$522,902
Other income not declared elsewhere	2014-12-31	$19,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,397,978
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$18,034,092
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$15,636,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$15,301,577
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$12,885,578
Interest on participant loans	2014-12-31	$10,848
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,377,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,501,910
Net investment gain/loss from pooled separate accounts	2014-12-31	$728,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$639,128
Employer contributions (assets) at end of year	2014-12-31	$30,259
Employer contributions (assets) at beginning of year	2014-12-31	$23,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$731,592
Contract administrator fees	2014-12-31	$38,785
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BOHR, DAHM, GREIF & ASSOCIATES P.C.
Accountancy firm EIN	2014-12-31	421508032
2013 : TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$1,194,794
Total income from all sources (including contributions)	2013-12-31	$4,063,303
Total of all expenses incurred	2013-12-31	$318,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$290,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,507,190
Value of total assets at end of year	2013-12-31	$15,636,114
Value of total assets at beginning of year	2013-12-31	$10,696,742
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$28,053
Total interest from all sources	2013-12-31	$22,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$868,603
Participant contributions at end of year	2013-12-31	$199,959
Participant contributions at beginning of year	2013-12-31	$98,114
Participant contributions at end of year	2013-12-31	$25,353
Participant contributions at beginning of year	2013-12-31	$23,992
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$69,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,744,578
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$15,636,114
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,696,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$12,885,578
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$9,376,197
Income. Interest from loans (other than to participants)	2013-12-31	$7,213
Interest earned on other investments	2013-12-31	$15,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,501,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,180,334
Net investment gain/loss from pooled separate accounts	2013-12-31	$2,533,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$568,821
Employer contributions (assets) at end of year	2013-12-31	$23,314
Employer contributions (assets) at beginning of year	2013-12-31	$18,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$290,672
Contract administrator fees	2013-12-31	$28,053
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BOHR, DAHM GREIF & ASSOCIATES PC.
Accountancy firm EIN	2013-12-31	421508032
2012 : TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,279,193
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,434,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,414,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,163,719
Value of total assets at end of year	2012-12-31	$10,696,742
Value of total assets at beginning of year	2012-12-31	$10,852,036
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$20,054
Total interest from all sources	2012-12-31	$12,326
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,416
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$673,677
Participant contributions at end of year	2012-12-31	$98,114
Participant contributions at beginning of year	2012-12-31	$98,765
Participant contributions at end of year	2012-12-31	$23,992
Participant contributions at beginning of year	2012-12-31	$10,419
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$50,535
Other income not declared elsewhere	2012-12-31	$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-155,294
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,696,742
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$10,852,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$10,111,095
Value of interest in pooled separate accounts at end of year	2012-12-31	$9,376,197
Interest on participant loans	2012-12-31	$3,696
Interest earned on other investments	2012-12-31	$8,630
Value of interest in common/collective trusts at beginning of year	2012-12-31	$618,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,180,334
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,132,505
Net investment gain or loss from common/collective trusts	2012-12-31	$-30,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$439,507
Employer contributions (assets) at end of year	2012-12-31	$18,105
Employer contributions (assets) at beginning of year	2012-12-31	$11,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,414,433
Contract administrator fees	2012-12-31	$20,054
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BOHR DAHM GREIF AND ASSOCIATES PC
Accountancy firm EIN	2012-12-31	421508032

Form 5500 Responses for TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN

2022: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
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: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
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: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TRUE NORTH COMPANIES, L.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

802856

Policy instance

Insurance contract or identification number	802856
Number of Individuals Covered	411
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

802856

Policy instance

Insurance contract or identification number	802856
Number of Individuals Covered	395
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $157,636
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 $157,636
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

802856

Policy instance

Insurance contract or identification number	802856
Number of Individuals Covered	383
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $184,158
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 $184,158
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

802856

Policy instance

Insurance contract or identification number	802856
Number of Individuals Covered	369
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $159,912
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 $159,912
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

802856

Policy instance

Insurance contract or identification number	802856
Number of Individuals Covered	346
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $147,855
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 $147,855
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

802856

Policy instance

Insurance contract or identification number	802856
Number of Individuals Covered	330
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $124,734
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 $124,734
Insurance broker organization code?	3
Insurance broker name	SCOTT M GRIFFIN

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

802856-000

Policy instance

Insurance contract or identification number	802856-000
Number of Individuals Covered	265
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $91,503
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 $91,503
Insurance broker organization code?	3
Insurance broker name	SCOTT M GRIFFIN

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

802856-000

Policy instance

Insurance contract or identification number	802856-000
Number of Individuals Covered	217
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $81,465
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $81,465
Insurance broker organization code?	3
Insurance broker name	SCOTT M GRIFFIN

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

802856-000

Policy instance

Insurance contract or identification number	802856-000
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $60,865
Commission paid to Insurance Broker	USD $60,865
Insurance broker organization code?	3
Insurance broker name	SCOTT M GRIFFIN

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

802856-000

Policy instance

Insurance contract or identification number	802856-000
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $44,797
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $44,797
Insurance broker organization code?	3
Insurance broker name	SCOTT M GRIFFIN

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Company Name:	TRUENORTH COMPANIES, L.C.
Employer identification number (EIN):	421513015
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	2000-08-28
Company Identification Number:	243285
Legal Registered Office Address:	500 1ST ST SE CEDAR RAPIDS United States of America (USA) 52401