SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN
Plan identification number	001

SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1. Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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. 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. Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SUNTRUP AUTO INVESTMENTS, INC. DBA SUNTRUP FORD-KIRKWOOD has sponsored the creation of one or more 401k plans.

Company Name:	SUNTRUP AUTO INVESTMENTS, INC. DBA SUNTRUP FORD-KIRKWOOD
Employer identification number (EIN):	431784380
NAIC Classification:	441110
NAIC Description:	New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JEFF HARTER	2024-07-02
001	2022-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01	ALMA GANTNEY	2021-10-14
001	2020-01-01
001	2019-01-01	ALMA GANTNEY	2020-10-14
001	2018-01-01
001	2017-01-01	ALMA GANTNEY
001	2016-01-01	ALMA GANTNEY
001	2015-01-01	ALMA GANTNEY
001	2015-01-01	ALMA GANTNEY
001	2014-01-01	ALMA GANTNEY
001	2014-01-01	ALMA GANTNEY
001	2014-01-01	ALMA GANTNEY
001	2013-01-01	ALMA GANTNEY
001	2012-01-01	ALMA GANTNEY		ALMA GANTNEY	2013-10-15
001	2012-01-01	ALMA GANTNEY		ALMA GANTNEY	2014-03-31
001	2011-01-01	KATHY HULL
001	2009-01-01	ALMA GANTNEY

Plan Statistics for SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022: SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	95
Number of retired or separated participants receiving benefits	2022-01-01	9
Number of other retired or separated participants entitled to future benefits	2022-01-01	49
Total of all active and inactive participants	2022-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	153
Number of participants with account balances	2022-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	95
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	49
Total of all active and inactive participants	2021-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	153
Number of participants with account balances	2021-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	91
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	53
Total of all active and inactive participants	2020-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	144
Number of participants with account balances	2020-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	102
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	62
Total of all active and inactive participants	2019-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	164
Number of participants with account balances	2019-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	101
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	64
Total of all active and inactive participants	2018-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	165
Number of participants with account balances	2018-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	105
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	70
Total of all active and inactive participants	2017-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	175
Number of participants with account balances	2017-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	93
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	84
Total of all active and inactive participants	2016-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	177
Number of participants with account balances	2016-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	93
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	101
Total of all active and inactive participants	2015-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	194
Number of participants with account balances	2015-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	92
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	104
Total of all active and inactive participants	2014-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	196
Number of participants with account balances	2014-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	84
Number of retired or separated participants receiving benefits	2013-01-01	34
Number of other retired or separated participants entitled to future benefits	2013-01-01	62
Total of all active and inactive participants	2013-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	180
Number of participants with account balances	2013-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	85
Number of retired or separated participants receiving benefits	2012-01-01	34
Number of other retired or separated participants entitled to future benefits	2012-01-01	59
Total of all active and inactive participants	2012-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	178
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	4
2011: SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	104
Number of retired or separated participants receiving benefits	2011-01-01	34
Number of other retired or separated participants entitled to future benefits	2011-01-01	63
Total of all active and inactive participants	2011-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	201
Number of participants with account balances	2011-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	283
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	117
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	169
Total of all active and inactive participants	2009-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	288
Number of participants with account balances	2009-01-01	266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	10

Financial Data on SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$2,003
Total income from all sources (including contributions)	2022-12-31	$-168,896
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$335,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$323,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$343,812
Value of total assets at end of year	2022-12-31	$2,950,949
Value of total assets at beginning of year	2022-12-31	$3,457,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$12,372
Total interest from all sources	2022-12-31	$6,818
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$6,563
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$343,812
Participant contributions at end of year	2022-12-31	$35,909
Participant contributions at beginning of year	2022-12-31	$32,176
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$2,003
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-504,707
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,950,949
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,455,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$2,708,957
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$3,241,108
Interest on participant loans	2022-12-31	$2,788
Interest earned on other investments	2022-12-31	$4,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$206,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$184,375
Net investment gain/loss from pooled separate accounts	2022-12-31	$-519,526
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
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$323,439
Contract administrator fees	2022-12-31	$5,809
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$314,161
Total unrealized appreciation/depreciation of assets	2021-12-31	$314,161
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$2,003
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$3,479
Total income from all sources (including contributions)	2021-12-31	$767,031
Total loss/gain on sale of assets	2021-12-31	$-314,161
Total of all expenses incurred	2021-12-31	$128,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$108,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$367,337
Value of total assets at end of year	2021-12-31	$3,457,659
Value of total assets at beginning of year	2021-12-31	$2,820,245
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$19,346
Total interest from all sources	2021-12-31	$5,021
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$86,856
Administrative expenses professional fees incurred	2021-12-31	$7,785
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$363,954
Participant contributions at end of year	2021-12-31	$32,176
Participant contributions at beginning of year	2021-12-31	$41,756
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$3,383
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$3,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$2,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$2,147
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$1,332
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$10,453
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	$638,890
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,455,656
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,816,766
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	$3,405
Value of interest in pooled separate accounts at end of year	2021-12-31	$3,241,108
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$2,110,690
Interest on participant loans	2021-12-31	$1,567
Interest earned on other investments	2021-12-31	$3,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$123,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$123,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$184,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$149,252
Net investment gain/loss from pooled separate accounts	2021-12-31	$307,817
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
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$2,423
Income. Dividends from common stock	2021-12-31	$86,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$108,795
Contract administrator fees	2021-12-31	$8,156
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$378,457
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
Aggregate proceeds on sale of assets	2021-12-31	$-314,161
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$3,619
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$3,619
Total unrealized appreciation/depreciation of assets	2020-12-31	$3,619
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$3,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$3,479
Total income from all sources (including contributions)	2020-12-31	$681,733
Total loss/gain on sale of assets	2020-12-31	$-14,836
Total of all expenses incurred	2020-12-31	$60,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$48,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$325,285
Value of total assets at end of year	2020-12-31	$2,820,245
Value of total assets at beginning of year	2020-12-31	$2,199,263
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$12,001
Total interest from all sources	2020-12-31	$4,424
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$94,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$188
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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	$299,843
Participant contributions at end of year	2020-12-31	$41,756
Participant contributions at beginning of year	2020-12-31	$19,010
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$25,442
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$3,894
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$3,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$2,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$2,147
Other income not declared elsewhere	2020-12-31	$5
Liabilities. Value of operating payables at end of year	2020-12-31	$1,332
Liabilities. Value of operating payables at beginning of year	2020-12-31	$1,332
Total non interest bearing cash at end of year	2020-12-31	$10,453
Total non interest bearing cash at beginning of year	2020-12-31	$10,752
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	$620,982
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,816,766
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,195,784
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	$3,239
Value of interest in pooled separate accounts at end of year	2020-12-31	$2,110,690
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,617,798
Interest on participant loans	2020-12-31	$1,317
Interest earned on other investments	2020-12-31	$3,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$123,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$55,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$55,615
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$149,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$123,333
Net investment gain/loss from pooled separate accounts	2020-12-31	$268,350
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	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Employer contributions (assets) at end of year	2020-12-31	$2,423
Employer contributions (assets) at beginning of year	2020-12-31	$2,423
Income. Dividends from common stock	2020-12-31	$94,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$48,750
Contract administrator fees	2020-12-31	$8,574
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$378,457
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$366,438
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
Aggregate proceeds on sale of assets	2020-12-31	$4,088
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$18,924
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$15,396
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$15,396
Total unrealized appreciation/depreciation of assets	2019-12-31	$15,396
Total unrealized appreciation/depreciation of assets	2019-12-31	$15,396
Total transfer of assets to this plan	2019-12-31	$378
Total transfer of assets to this plan	2019-12-31	$378
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$3,479
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$3,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$3,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$3,479
Total income from all sources (including contributions)	2019-12-31	$601,191
Total income from all sources (including contributions)	2019-12-31	$601,191
Total loss/gain on sale of assets	2019-12-31	$-10,388
Total loss/gain on sale of assets	2019-12-31	$-10,388
Total of all expenses incurred	2019-12-31	$116,378
Total of all expenses incurred	2019-12-31	$116,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$102,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$102,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$246,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$246,859
Value of total assets at end of year	2019-12-31	$2,199,263
Value of total assets at end of year	2019-12-31	$2,199,263
Value of total assets at beginning of year	2019-12-31	$1,714,072
Value of total assets at beginning of year	2019-12-31	$1,714,072
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$13,538
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$13,538
Total interest from all sources	2019-12-31	$4,080
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$70,884
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$70,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$8,580
Administrative expenses professional fees incurred	2019-12-31	$8,580
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$237,366
Contributions received from participants	2019-12-31	$237,366
Participant contributions at end of year	2019-12-31	$19,010
Participant contributions at end of year	2019-12-31	$19,010
Participant contributions at beginning of year	2019-12-31	$32,199
Participant contributions at beginning of year	2019-12-31	$32,199
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$9,493
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$9,493
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$3,894
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$3,894
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$3,887
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$3,887
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$2,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$2,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$2,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$2,147
Liabilities. Value of operating payables at end of year	2019-12-31	$1,332
Liabilities. Value of operating payables at end of year	2019-12-31	$1,332
Liabilities. Value of operating payables at beginning of year	2019-12-31	$1,332
Liabilities. Value of operating payables at beginning of year	2019-12-31	$1,332
Total non interest bearing cash at end of year	2019-12-31	$10,752
Total non interest bearing cash at end of year	2019-12-31	$10,752
Total non interest bearing cash at beginning of year	2019-12-31	$12,489
Total non interest bearing cash at beginning of year	2019-12-31	$12,489
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
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	$484,813
Value of net income/loss	2019-12-31	$484,813
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,195,784
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,195,784
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,710,593
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,710,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$2,820
Investment advisory and management fees	2019-12-31	$2,820
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,617,798
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,617,798
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,216,667
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,216,667
Interest on participant loans	2019-12-31	$1,392
Interest on participant loans	2019-12-31	$1,392
Interest earned on other investments	2019-12-31	$2,684
Interest earned on other investments	2019-12-31	$2,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$55,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$55,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$87,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$87,944
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$4
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$123,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$123,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$94,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$94,251
Net investment gain/loss from pooled separate accounts	2019-12-31	$274,360
Net investment gain/loss from pooled separate accounts	2019-12-31	$274,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Employer contributions (assets) at end of year	2019-12-31	$2,423
Employer contributions (assets) at end of year	2019-12-31	$2,423
Employer contributions (assets) at beginning of year	2019-12-31	$2,423
Employer contributions (assets) at beginning of year	2019-12-31	$2,423
Income. Dividends from common stock	2019-12-31	$70,884
Income. Dividends from common stock	2019-12-31	$70,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$102,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$102,840
Contract administrator fees	2019-12-31	$2,138
Contract administrator fees	2019-12-31	$2,138
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$366,438
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$366,438
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$264,212
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$264,212
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
Aggregate proceeds on sale of assets	2019-12-31	$48,545
Aggregate proceeds on sale of assets	2019-12-31	$48,545
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$58,933
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$58,933
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
Accountancy firm EIN	2019-12-31	410746749
2018 : SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$14,083
Total unrealized appreciation/depreciation of assets	2018-12-31	$14,083
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$3,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$3,479
Total income from all sources (including contributions)	2018-12-31	$86,096
Total loss/gain on sale of assets	2018-12-31	$-3,275
Total of all expenses incurred	2018-12-31	$154,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$140,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$185,356
Value of total assets at end of year	2018-12-31	$1,714,072
Value of total assets at beginning of year	2018-12-31	$1,782,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$13,935
Total interest from all sources	2018-12-31	$3,061
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$-13,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$8,689
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	$185,356
Participant contributions at end of year	2018-12-31	$32,199
Participant contributions at beginning of year	2018-12-31	$21,551
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$3,887
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$3,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$2,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$2,147
Liabilities. Value of operating payables at end of year	2018-12-31	$1,332
Liabilities. Value of operating payables at beginning of year	2018-12-31	$1,332
Total non interest bearing cash at end of year	2018-12-31	$12,489
Total non interest bearing cash at beginning of year	2018-12-31	$14,216
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	$-68,726
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,710,593
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,779,319
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	$3,179
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,216,667
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,245,729
Interest on participant loans	2018-12-31	$1,139
Interest earned on other investments	2018-12-31	$1,917
Income. Interest from US Government securities	2018-12-31	$5
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$87,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$83,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$83,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$94,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$69,521
Net investment gain/loss from pooled separate accounts	2018-12-31	$-100,084
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
Employer contributions (assets) at end of year	2018-12-31	$2,423
Employer contributions (assets) at beginning of year	2018-12-31	$2,423
Income. Dividends from common stock	2018-12-31	$-13,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$140,887
Contract administrator fees	2018-12-31	$2,067
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$264,212
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$342,448
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
Aggregate proceeds on sale of assets	2018-12-31	$46,127
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$49,402
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	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$5,471
Total unrealized appreciation/depreciation of assets	2017-12-31	$5,471
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$3,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$3,479
Total income from all sources (including contributions)	2017-12-31	$366,543
Total loss/gain on sale of assets	2017-12-31	$-1,522
Total of all expenses incurred	2017-12-31	$233,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$216,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$146,235
Value of total assets at end of year	2017-12-31	$1,782,798
Value of total assets at beginning of year	2017-12-31	$1,649,746
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$16,839
Total interest from all sources	2017-12-31	$2,520
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$22,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$10,778
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	$146,235
Participant contributions at end of year	2017-12-31	$21,551
Participant contributions at beginning of year	2017-12-31	$26,427
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$3,262
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$3,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$2,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$2,147
Administrative expenses (other) incurred	2017-12-31	$53
Liabilities. Value of operating payables at end of year	2017-12-31	$1,332
Liabilities. Value of operating payables at beginning of year	2017-12-31	$1,332
Total non interest bearing cash at end of year	2017-12-31	$14,216
Total non interest bearing cash at beginning of year	2017-12-31	$16,185
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	$133,052
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,779,319
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,646,267
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	$3,199
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,245,729
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,096,276
Interest on participant loans	2017-12-31	$1,187
Interest earned on other investments	2017-12-31	$1,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$83,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$177,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$177,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$69,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$47,826
Net investment gain/loss from pooled separate accounts	2017-12-31	$191,088
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	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Employer contributions (assets) at end of year	2017-12-31	$2,423
Employer contributions (assets) at beginning of year	2017-12-31	$2,423
Income. Dividends from common stock	2017-12-31	$22,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$216,652
Contract administrator fees	2017-12-31	$2,809
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$342,448
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$279,274
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
Aggregate proceeds on sale of assets	2017-12-31	$22,374
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$23,896
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$23,121
Total unrealized appreciation/depreciation of assets	2016-12-31	$23,121
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$6,967
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$3,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$7,730
Total income from all sources (including contributions)	2016-12-31	$220,925
Total loss/gain on sale of assets	2016-12-31	$1,758
Total of all expenses incurred	2016-12-31	$34,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$19,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$113,530
Value of total assets at end of year	2016-12-31	$1,649,746
Value of total assets at beginning of year	2016-12-31	$1,474,732
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$15,307
Total interest from all sources	2016-12-31	$2,019
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$8,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$7,806
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$113,242
Participant contributions at end of year	2016-12-31	$26,427
Participant contributions at beginning of year	2016-12-31	$19,430
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$288
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$3,343
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$13,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$2,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$6,398
Other income not declared elsewhere	2016-12-31	$60
Administrative expenses (other) incurred	2016-12-31	$209
Liabilities. Value of operating payables at end of year	2016-12-31	$1,332
Liabilities. Value of operating payables at beginning of year	2016-12-31	$1,332
Total non interest bearing cash at end of year	2016-12-31	$16,185
Total non interest bearing cash at beginning of year	2016-12-31	$11,445
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	$186,232
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,646,267
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,467,002
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
Investment advisory and management fees	2016-12-31	$3,258
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,096,276
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$961,467
Interest on participant loans	2016-12-31	$889
Interest earned on other investments	2016-12-31	$1,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$177,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$142,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$142,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$47,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$35,518
Net investment gain/loss from pooled separate accounts	2016-12-31	$72,117
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
Employer contributions (assets) at end of year	2016-12-31	$2,423
Employer contributions (assets) at beginning of year	2016-12-31	$2,423
Income. Dividends from common stock	2016-12-31	$8,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$19,386
Contract administrator fees	2016-12-31	$4,034
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$279,274
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$288,350
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
Aggregate proceeds on sale of assets	2016-12-31	$35,400
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$33,642
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$4,942
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$7,730
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$7,153
Total income from all sources (including contributions)	2015-12-31	$89,446
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$185,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$180,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$106,481
Value of total assets at end of year	2015-12-31	$1,474,732
Value of total assets at beginning of year	2015-12-31	$1,575,277
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,905
Total interest from all sources	2015-12-31	$1,584
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$-1,017
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	$106,481
Participant contributions at end of year	2015-12-31	$19,430
Participant contributions at beginning of year	2015-12-31	$34,520
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$70
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$13,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$2,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$6,398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$5,821
Other income not declared elsewhere	2015-12-31	$241
Administrative expenses (other) incurred	2015-12-31	$209
Liabilities. Value of operating payables at end of year	2015-12-31	$1,332
Liabilities. Value of operating payables at beginning of year	2015-12-31	$1,332
Total non interest bearing cash at end of year	2015-12-31	$11,445
Total non interest bearing cash at beginning of year	2015-12-31	$16,287
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	$-96,180
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,467,002
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,568,124
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
Investment advisory and management fees	2015-12-31	$3,267
Value of interest in pooled separate accounts at end of year	2015-12-31	$961,467
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,016,288
Interest on participant loans	2015-12-31	$892
Interest earned on other investments	2015-12-31	$682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$142,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$173,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$173,737
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$35,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$30,241
Net investment gain/loss from pooled separate accounts	2015-12-31	$-17,843
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	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Employer contributions (assets) at end of year	2015-12-31	$2,423
Employer contributions (assets) at beginning of year	2015-12-31	$2,423
Income. Dividends from common stock	2015-12-31	$-1,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$180,721
Contract administrator fees	2015-12-31	$1,429
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$288,350
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$298,751
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$5,713
Total unrealized appreciation/depreciation of assets	2014-12-31	$5,713
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$7,153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$7,153
Total income from all sources (including contributions)	2014-12-31	$163,600
Total loss/gain on sale of assets	2014-12-31	$-709
Total of all expenses incurred	2014-12-31	$87,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$72,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$96,498
Value of total assets at end of year	2014-12-31	$1,575,277
Value of total assets at beginning of year	2014-12-31	$1,499,629
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$15,551
Total interest from all sources	2014-12-31	$2,077
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$15,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$10,625
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	$96,443
Participant contributions at end of year	2014-12-31	$34,520
Participant contributions at beginning of year	2014-12-31	$28,912
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$70
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$15
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$55
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$2,960
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$3,015
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$5,821
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$5,821
Administrative expenses (other) incurred	2014-12-31	$206
Liabilities. Value of operating payables at end of year	2014-12-31	$1,332
Liabilities. Value of operating payables at beginning of year	2014-12-31	$1,332
Total non interest bearing cash at end of year	2014-12-31	$16,287
Total non interest bearing cash at beginning of year	2014-12-31	$22,417
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	$75,648
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,568,124
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,492,476
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
Investment advisory and management fees	2014-12-31	$3,385
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,016,288
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$960,516
Interest on participant loans	2014-12-31	$1,509
Interest earned on other investments	2014-12-31	$551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$173,737
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$175,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$175,240
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$30,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$11,759
Net investment gain/loss from pooled separate accounts	2014-12-31	$44,504
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	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Employer contributions (assets) at end of year	2014-12-31	$2,423
Employer contributions (assets) at beginning of year	2014-12-31	$2,423
Income. Dividends from common stock	2014-12-31	$15,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$72,401
Contract administrator fees	2014-12-31	$1,335
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$298,751
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$295,332
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
Aggregate proceeds on sale of assets	2014-12-31	$8,060
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$8,769
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$765
Total unrealized appreciation/depreciation of assets	2013-12-31	$765
Total transfer of assets from this plan	2013-12-31	$31,366
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$7,153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$12,671
Total income from all sources (including contributions)	2013-12-31	$324,569
Total loss/gain on sale of assets	2013-12-31	$394
Total of all expenses incurred	2013-12-31	$157,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$145,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$113,058
Value of total assets at end of year	2013-12-31	$1,497,129
Value of total assets at beginning of year	2013-12-31	$1,366,719
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$11,532
Total interest from all sources	2013-12-31	$1,813
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$55,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$6,750
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	$103,447
Participant contributions at end of year	2013-12-31	$28,912
Participant contributions at beginning of year	2013-12-31	$24,724
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$15
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$15
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$9,611
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$3,015
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$2,959
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$5,821
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$8,039
Administrative expenses (other) incurred	2013-12-31	$198
Liabilities. Value of operating payables at end of year	2013-12-31	$1,332
Liabilities. Value of operating payables at beginning of year	2013-12-31	$4,632
Total non interest bearing cash at end of year	2013-12-31	$19,917
Total non interest bearing cash at beginning of year	2013-12-31	$17,661
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	$167,294
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,489,976
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,354,048
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
Investment advisory and management fees	2013-12-31	$3,299
Value of interest in pooled separate accounts at end of year	2013-12-31	$960,516
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$845,493
Interest on participant loans	2013-12-31	$1,337
Interest earned on other investments	2013-12-31	$457
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$175,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$197,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$197,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$11,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$21,214
Net investment gain/loss from pooled separate accounts	2013-12-31	$152,858
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	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Employer contributions (assets) at end of year	2013-12-31	$2,423
Employer contributions (assets) at beginning of year	2013-12-31	$2,423
Income. Dividends from common stock	2013-12-31	$55,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$145,743
Contract administrator fees	2013-12-31	$1,285
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$295,332
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$254,925
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
Aggregate proceeds on sale of assets	2013-12-31	$16,460
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$16,066
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	SIKICK LLP
Accountancy firm EIN	2013-12-31	363168081
2012 : SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$5,307
Total unrealized appreciation/depreciation of assets	2012-12-31	$5,307
Total transfer of assets from this plan	2012-12-31	$155
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$12,671
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$9,371
Total income from all sources (including contributions)	2012-12-31	$240,149
Total loss/gain on sale of assets	2012-12-31	$2,762
Total of all expenses incurred	2012-12-31	$86,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$69,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$125,294
Value of total assets at end of year	2012-12-31	$1,366,719
Value of total assets at beginning of year	2012-12-31	$1,210,191
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$17,597
Total interest from all sources	2012-12-31	$1,530
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$10,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$11,500
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	$117,410
Participant contributions at end of year	2012-12-31	$24,724
Participant contributions at beginning of year	2012-12-31	$13,868
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$15
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$6,984
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$155
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$2,959
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$6,247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$8,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$8,039
Other income not declared elsewhere	2012-12-31	$3
Administrative expenses (other) incurred	2012-12-31	$190
Liabilities. Value of operating payables at end of year	2012-12-31	$4,632
Liabilities. Value of operating payables at beginning of year	2012-12-31	$1,332
Total non interest bearing cash at end of year	2012-12-31	$17,661
Total non interest bearing cash at beginning of year	2012-12-31	$15,980
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	$153,228
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,354,048
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,200,820
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
Investment advisory and management fees	2012-12-31	$3,294
Value of interest in pooled separate accounts at end of year	2012-12-31	$845,493
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$708,306
Interest on participant loans	2012-12-31	$939
Interest earned on other investments	2012-12-31	$570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$197,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$144,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$144,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$21
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$21,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$16,320
Net investment gain/loss from pooled separate accounts	2012-12-31	$95,081
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	No
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	$900
Employer contributions (assets) at end of year	2012-12-31	$2,423
Employer contributions (assets) at beginning of year	2012-12-31	$2,423
Income. Dividends from common stock	2012-12-31	$10,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$69,169
Contract administrator fees	2012-12-31	$2,613
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$254,925
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$302,288
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
Aggregate proceeds on sale of assets	2012-12-31	$59,670
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$56,908
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	SIKICK LLP
Accountancy firm EIN	2012-12-31	363168081
2011 : SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$26,848
Total unrealized appreciation/depreciation of assets	2011-12-31	$26,848
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$9,371
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$9,371
Total income from all sources (including contributions)	2011-12-31	$104,941
Total loss/gain on sale of assets	2011-12-31	$1,390
Total of all expenses incurred	2011-12-31	$48,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$36,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$94,947
Value of total assets at end of year	2011-12-31	$1,210,191
Value of total assets at beginning of year	2011-12-31	$1,153,273
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$11,775
Total interest from all sources	2011-12-31	$1,179
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$9,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$7,500
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$94,947
Participant contributions at end of year	2011-12-31	$13,868
Participant contributions at beginning of year	2011-12-31	$13,589
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$6,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$6,247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$8,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$8,039
Administrative expenses (other) incurred	2011-12-31	$192
Liabilities. Value of operating payables at end of year	2011-12-31	$1,332
Liabilities. Value of operating payables at beginning of year	2011-12-31	$1,332
Total non interest bearing cash at end of year	2011-12-31	$15,980
Total non interest bearing cash at beginning of year	2011-12-31	$34,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$56,918
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,200,820
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,143,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$3,115
Value of interest in pooled separate accounts at end of year	2011-12-31	$708,306
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$664,925
Interest on participant loans	2011-12-31	$742
Interest earned on other investments	2011-12-31	$407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$144,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$112,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$112,183
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$30
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$16,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$12,340
Net investment gain/loss from pooled separate accounts	2011-12-31	$-29,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Employer contributions (assets) at end of year	2011-12-31	$2,423
Employer contributions (assets) at beginning of year	2011-12-31	$2,423
Income. Dividends from common stock	2011-12-31	$9,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$36,248
Contract administrator fees	2011-12-31	$968
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$302,288
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$307,558
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$33,432
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$32,042
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	SIKICH LLP
Accountancy firm EIN	2011-12-31	363168081
2010 : SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$10,012
Total unrealized appreciation/depreciation of assets	2010-12-31	$10,012
Total transfer of assets to this plan	2010-12-31	$10,746
Total transfer of assets from this plan	2010-12-31	$1,051,443
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$9,371
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$2,203
Total income from all sources (including contributions)	2010-12-31	$195,087
Total loss/gain on sale of assets	2010-12-31	$-1,496
Total of all expenses incurred	2010-12-31	$181,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$164,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$98,781
Value of total assets at end of year	2010-12-31	$1,153,273
Value of total assets at beginning of year	2010-12-31	$2,173,680
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$17,018
Total interest from all sources	2010-12-31	$1,394
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$9,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$6,000
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$87,939
Participant contributions at end of year	2010-12-31	$13,589
Participant contributions at beginning of year	2010-12-31	$53,407
Participant contributions at beginning of year	2010-12-31	$3
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$10,842
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$6,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$7,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$8,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$871
Other income not declared elsewhere	2010-12-31	$124
Administrative expenses (other) incurred	2010-12-31	$207
Liabilities. Value of operating payables at end of year	2010-12-31	$1,332
Liabilities. Value of operating payables at beginning of year	2010-12-31	$1,332
Total non interest bearing cash at end of year	2010-12-31	$34,008
Total non interest bearing cash at beginning of year	2010-12-31	$10,415
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	$13,122
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,143,902
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,171,477
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
Investment advisory and management fees	2010-12-31	$3,489
Value of interest in pooled separate accounts at end of year	2010-12-31	$664,925
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$913,884
Interest on participant loans	2010-12-31	$1,073
Interest earned on other investments	2010-12-31	$313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$112,183
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$317,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$317,902
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$12,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$227,213
Asset value of US Government securities at beginning of year	2010-12-31	$60,518
Net investment gain/loss from pooled separate accounts	2010-12-31	$76,350
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	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Employer contributions (assets) at end of year	2010-12-31	$2,423
Employer contributions (assets) at beginning of year	2010-12-31	$2,423
Income. Dividends from common stock	2010-12-31	$9,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$164,947
Contract administrator fees	2010-12-31	$7,322
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$307,558
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$580,021
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
Aggregate proceeds on sale of assets	2010-12-31	$20,331
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$21,827
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	SIKICH LLP
Accountancy firm EIN	2010-12-31	363168081

Form 5500 Responses for SUNTRUP AUTOMOTIVE GROUP SALARIED 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314861
Policy instance	4
Insurance contract or identification number 314861 Number of Individuals Covered 22 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Total amount of commissions paid to insurance broker USD $12,145 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $9,716 Insurance broker organization code? 3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314821
Policy instance	3
Insurance contract or identification number 314821 Number of Individuals Covered 21 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Total amount of commissions paid to insurance broker USD $1,834 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $1,467 Insurance broker organization code? 3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314801
Policy instance	2
Insurance contract or identification number 314801 Number of Individuals Covered 19 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Total amount of commissions paid to insurance broker USD $1,504 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $1,203 Insurance broker organization code? 3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314841
Policy instance	1
Insurance contract or identification number 314841 Number of Individuals Covered 37 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Total amount of commissions paid to insurance broker USD $3,643 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $2,914 Insurance broker organization code? 3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314841
Policy instance	1
Insurance contract or identification number 314841 Number of Individuals Covered 47 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 Total amount of commissions paid to insurance broker USD $2,630 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $2,104 Insurance broker organization code? 3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314801
Policy instance	2
Insurance contract or identification number 314801 Number of Individuals Covered 28 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 Total amount of commissions paid to insurance broker USD $865 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $692 Insurance broker organization code? 3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314821
Policy instance	3
Insurance contract or identification number 314821 Number of Individuals Covered 46 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 Total amount of commissions paid to insurance broker USD $836 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $669 Insurance broker organization code? 3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314861
Policy instance	4
Insurance contract or identification number 314861 Number of Individuals Covered 32 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 Total amount of commissions paid to insurance broker USD $11,547 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $9,238 Insurance broker organization code? 3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314841
Policy instance	1
Insurance contract or identification number 314841 Number of Individuals Covered 35 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $1,759 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $1,407 Insurance broker organization code? 3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314801
Policy instance	2
Insurance contract or identification number 314801 Number of Individuals Covered 27 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $531 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $425 Insurance broker organization code? 3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314821
Policy instance	3
Insurance contract or identification number 314821 Number of Individuals Covered 39 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $535 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $428 Insurance broker organization code? 3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314861
Policy instance	4
Insurance contract or identification number 314861 Number of Individuals Covered 20 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $8,479 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $6,783 Insurance broker organization code? 3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314841
Policy instance	1
Insurance contract or identification number 314841 Number of Individuals Covered 46 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $1,450 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $1,160 Insurance broker organization code? 3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314821
Policy instance	3
Insurance contract or identification number 314821 Number of Individuals Covered 56 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $415 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $332 Insurance broker organization code? 3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314801
Policy instance	2
Insurance contract or identification number 314801 Number of Individuals Covered 33 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $322 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $258 Insurance broker organization code? 3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314861
Policy instance	4
Insurance contract or identification number 314861 Number of Individuals Covered 29 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $7,370 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $5,896 Insurance broker organization code? 3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314841
Policy instance	1
Insurance contract or identification number 314841 Number of Individuals Covered 40 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $1,024 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $205 Insurance broker organization code? 3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314801
Policy instance	2
Insurance contract or identification number 314801 Number of Individuals Covered 36 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $263 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $210 Insurance broker organization code? 3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314821
Policy instance	3
Insurance contract or identification number 314821 Number of Individuals Covered 57 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $553 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $442 Insurance broker organization code? 3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314861
Policy instance	4
Insurance contract or identification number 314861 Number of Individuals Covered 32 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $6,640 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $5,312 Insurance broker organization code? 3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314861
Policy instance	4
Insurance contract or identification number 314861 Number of Individuals Covered 32 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $5,646 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $4,517 Insurance broker organization code? 3 Insurance broker name CARILLON GROUP INC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314821
Policy instance	3
Insurance contract or identification number 314821 Number of Individuals Covered 62 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $970 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $776 Insurance broker organization code? 3 Insurance broker name CARILLON GROUP INC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314801
Policy instance	2
Insurance contract or identification number 314801 Number of Individuals Covered 36 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $300 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $240 Insurance broker organization code? 3 Insurance broker name CARILLON GROUP INC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314841
Policy instance	1
Insurance contract or identification number 314841 Number of Individuals Covered 45 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $781 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 1 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 $625 Insurance broker organization code? 3 Insurance broker name CARILLON GROUP INC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314841
Policy instance	1
Insurance contract or identification number 314841 Number of Individuals Covered 46 Insurance policy start date 2015-01-01 Insurance policy end date 2015-12-31 Total amount of commissions paid to insurance broker USD $551 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 1 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 $441 Insurance broker organization code? 3 Insurance broker name CARILLON GROUP INC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314801
Policy instance	2
Insurance contract or identification number 314801 Number of Individuals Covered 28 Insurance policy start date 2015-01-01 Insurance policy end date 2015-12-31 Total amount of commissions paid to insurance broker USD $346 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 1 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 $277 Insurance broker organization code? 3 Insurance broker name CARILLON GROUP INC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314821
Policy instance	3
Insurance contract or identification number 314821 Number of Individuals Covered 55 Insurance policy start date 2015-01-01 Insurance policy end date 2015-12-31 Total amount of commissions paid to insurance broker USD $1,482 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 1 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 $1,186 Insurance broker organization code? 3 Insurance broker name CARILLON GROUP INC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314861
Policy instance	4
Insurance contract or identification number 314861 Number of Individuals Covered 24 Insurance policy start date 2015-01-01 Insurance policy end date 2015-12-31 Total amount of commissions paid to insurance broker USD $4,347 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 1 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 $3,478 Insurance broker organization code? 3 Insurance broker name CARILLON GROUP INC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314841
Policy instance	1
Insurance contract or identification number 314841 Number of Individuals Covered 46 Insurance policy start date 2014-01-01 Insurance policy end date 2014-12-31 Total amount of commissions paid to insurance broker USD $569 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 1 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 $455 Insurance broker organization code? 3 Insurance broker name CARILLON GROUP INC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314801
Policy instance	2
Insurance contract or identification number 314801 Number of Individuals Covered 32 Insurance policy start date 2014-01-01 Insurance policy end date 2014-12-31 Total amount of commissions paid to insurance broker USD $365 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 1 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 $292 Insurance broker organization code? 3 Insurance broker name CARILLON GROUP INC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314821
Policy instance	3
Insurance contract or identification number 314821 Insurance policy start date 2014-01-01 Insurance policy end date 2014-12-31 Total amount of commissions paid to insurance broker USD $1,315 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 1 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 $1,052 Insurance broker organization code? 3 Insurance broker name CARILLON GROUP INC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314861
Policy instance	4
Insurance contract or identification number 314861 Number of Individuals Covered 29 Insurance policy start date 2014-01-01 Insurance policy end date 2014-12-31 Total amount of commissions paid to insurance broker USD $3,995 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 1 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 $3,196 Insurance broker organization code? 3 Insurance broker name CARILLON GROUP INC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314861
Policy instance	4
Insurance contract or identification number 314861 Number of Individuals Covered 29 Insurance policy start date 2013-01-01 Insurance policy end date 2013-12-31 Total amount of commissions paid to insurance broker USD $3,672 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 1 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 $2,938 Insurance broker organization code? 3 Insurance broker name CARILLON GROUP INC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314841
Policy instance	1
Insurance contract or identification number 314841 Number of Individuals Covered 21 Insurance policy start date 2013-01-01 Insurance policy end date 2013-12-31 Total amount of commissions paid to insurance broker USD $536 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 1 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 $429 Insurance broker organization code? 3 Insurance broker name CARILLON GROUP INC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314801
Policy instance	2
Insurance contract or identification number 314801 Number of Individuals Covered 16 Insurance policy start date 2013-01-01 Insurance policy end date 2013-12-31 Total amount of commissions paid to insurance broker USD $408 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 1 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 $326 Insurance broker organization code? 3 Insurance broker name CARILLON GROUP INC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314821
Policy instance	3
Insurance contract or identification number 314821 Number of Individuals Covered 18 Insurance policy start date 2013-01-01 Insurance policy end date 2013-12-31 Total amount of commissions paid to insurance broker USD $1,109 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 1 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 $887 Insurance broker organization code? 3 Insurance broker name CARILLON GROUP INC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314801
Policy instance	2
Insurance contract or identification number 314801 Number of Individuals Covered 32 Insurance policy start date 2012-01-01 Insurance policy end date 2012-12-31 Total amount of commissions paid to insurance broker USD $254 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 1 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 $194 Insurance broker organization code? 3 Insurance broker name MICHAEL J GILLIAM
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314821
Policy instance	3
Insurance contract or identification number 314821 Number of Individuals Covered 63 Insurance policy start date 2012-01-01 Insurance policy end date 2012-12-31 Total amount of commissions paid to insurance broker USD $473 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 $362 Insurance broker organization code? 3 Insurance broker name MICHAEL J GILLIAM
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314841
Policy instance	1
Insurance contract or identification number 314841 Number of Individuals Covered 44 Insurance policy start date 2012-01-01 Insurance policy end date 2012-12-31 Total amount of commissions paid to insurance broker USD $283 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 $216 Insurance broker organization code? 3 Insurance broker name MICHAEL J GILLIAM
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number	314861
Policy instance	4
Insurance contract or identification number 314861 Number of Individuals Covered 25 Insurance policy start date 2012-01-01 Insurance policy end date 2012-12-31 Total amount of commissions paid to insurance broker USD $1,680 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 $1,286 Insurance broker organization code? 3 Insurance broker name MICHAEL J GILLIAM
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number	709781
Policy instance	4
Insurance contract or identification number 709781 Number of Individuals Covered 28 Insurance policy start date 2011-01-01 Insurance policy end date 2011-12-31 Total amount of commissions paid to insurance broker USD $5,468 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
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number	709761
Policy instance	3
Insurance contract or identification number 709761 Number of Individuals Covered 63 Insurance policy start date 2011-01-01 Insurance policy end date 2011-12-31 Total amount of commissions paid to insurance broker USD $1,518 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
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number	709751
Policy instance	2
Insurance contract or identification number 709751 Number of Individuals Covered 29 Insurance policy start date 2011-01-01 Insurance policy end date 2011-12-31 Total amount of commissions paid to insurance broker USD $898 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 1 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
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number	709731
Policy instance	1
Insurance contract or identification number 709731 Number of Individuals Covered 47 Insurance policy start date 2011-01-01 Insurance policy end date 2011-12-31 Total amount of commissions paid to insurance broker USD $1,012 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
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number	709781
Policy instance	4
Insurance contract or identification number 709781 Number of Individuals Covered 39 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $4,387 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
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number	709751
Policy instance	2
Insurance contract or identification number 709751 Number of Individuals Covered 30 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $734 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 1 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
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number	709761
Policy instance	3
Insurance contract or identification number 709761 Number of Individuals Covered 69 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $1,296 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
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number	709731
Policy instance	1
Insurance contract or identification number 709731 Number of Individuals Covered 48 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $1,061 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

Potentially related plans

• SUNTRUP AUTOMOTIVE GROUP EMPLOYEE BENEFITS PLAN [EIN = 430834316]