401k Plan data: NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN plan

NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 401k Plan overview

Plan Name	NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN
Plan identification number	001

NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

NATIONAL MARKETING RESOURCES, LLC has sponsored the creation of one or more 401k plans.

Company Name: NATIONAL MARKETING RESOURCES, LLC

Employer identification number (EIN): 431929585

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DEANA ALLEN 2024-06-07 STEVE THORNE 2024-06-07
001 2022-01-01 DEANA ALLEN 2023-10-20 STEVE THORNE 2023-10-20
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TARA HIGBEE TARA HIGBEE 2018-08-30
001 2016-01-01 TARA HIGBEE TARA HIGBEE 2017-07-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DEANA ALLEN	2024-06-07	STEVE THORNE	2024-06-07
001	2022-01-01	DEANA ALLEN	2023-10-20	STEVE THORNE	2023-10-20
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	TARA HIGBEE		TARA HIGBEE	2018-08-30
001	2016-01-01	TARA HIGBEE		TARA HIGBEE	2017-07-25

Plan Statistics for NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN

401k plan membership statisitcs for NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN

Measure Date Value
2021: NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 46
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 30
Total of all active and inactive participants 2021-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 76
Number of participants with account balances 2021-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 45
Number of retired or separated participants receiving benefits 2020-01-01 111
Total of all active and inactive participants 2020-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 156
Number of participants with account balances 2020-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 36
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 117
Total of all active and inactive participants 2019-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 153
Number of participants with account balances 2019-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 35
Number of retired or separated participants receiving benefits 2018-01-01 15
Number of other retired or separated participants entitled to future benefits 2018-01-01 107
Total of all active and inactive participants 2018-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 157
Number of participants with account balances 2018-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 38
Number of retired or separated participants receiving benefits 2017-01-01 16
Number of other retired or separated participants entitled to future benefits 2017-01-01 109
Total of all active and inactive participants 2017-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 163
Number of participants with account balances 2017-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 32
Number of retired or separated participants receiving benefits 2016-01-01 16
Number of other retired or separated participants entitled to future benefits 2016-01-01 131
Total of all active and inactive participants 2016-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 179
Number of participants with account balances 2016-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8

Measure	Date	Value
2021: NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	46
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	30
Total of all active and inactive participants	2021-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	76
Number of participants with account balances	2021-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	45
Number of retired or separated participants receiving benefits	2020-01-01	111
Total of all active and inactive participants	2020-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	156
Number of participants with account balances	2020-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	36
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	117
Total of all active and inactive participants	2019-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	153
Number of participants with account balances	2019-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	35
Number of retired or separated participants receiving benefits	2018-01-01	15
Number of other retired or separated participants entitled to future benefits	2018-01-01	107
Total of all active and inactive participants	2018-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	157
Number of participants with account balances	2018-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	38
Number of retired or separated participants receiving benefits	2017-01-01	16
Number of other retired or separated participants entitled to future benefits	2017-01-01	109
Total of all active and inactive participants	2017-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	163
Number of participants with account balances	2017-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	32
Number of retired or separated participants receiving benefits	2016-01-01	16
Number of other retired or separated participants entitled to future benefits	2016-01-01	131
Total of all active and inactive participants	2016-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	179
Number of participants with account balances	2016-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8

Financial Data on NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN

Measure	Date	Value
2021 : NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$2,400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,206,659
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$649,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$626,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$477,039
Value of total assets at end of year	2021-12-31	$6,102,166
Value of total assets at beginning of year	2021-12-31	$5,542,310
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$22,789
Total interest from all sources	2021-12-31	$4,342
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$22,789
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	$343,840
Participant contributions at end of year	2021-12-31	$20,532
Participant contributions at beginning of year	2021-12-31	$114,462
Participant contributions at beginning of year	2021-12-31	$5,110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$2,400
Total non interest bearing cash at end of year	2021-12-31	$1,004
Total non interest bearing cash at beginning of year	2021-12-31	$300
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	$557,456
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,099,766
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,542,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$6,080,630
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$5,420,438
Interest on participant loans	2021-12-31	$4,342
Net investment gain/loss from pooled separate accounts	2021-12-31	$725,278
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	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$133,199
Employer contributions (assets) at beginning of year	2021-12-31	$2,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$626,414
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	TRAVELLAR & COMPANY
Accountancy firm EIN	2021-12-31	870668060
2020 : NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,125
Total income from all sources (including contributions)	2020-12-31	$935,886
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$296,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$283,765
Value of total corrective distributions	2020-12-31	$2,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$278,916
Value of total assets at end of year	2020-12-31	$5,542,310
Value of total assets at beginning of year	2020-12-31	$4,903,884
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$10,445
Total interest from all sources	2020-12-31	$5,944
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$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	$186,697
Participant contributions at end of year	2020-12-31	$114,462
Participant contributions at beginning of year	2020-12-31	$134,515
Participant contributions at end of year	2020-12-31	$5,110
Participant contributions at beginning of year	2020-12-31	$2,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$1,125
Total non interest bearing cash at end of year	2020-12-31	$300
Total non interest bearing cash at beginning of year	2020-12-31	$530
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	$639,551
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,542,310
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,902,759
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
Value of interest in pooled separate accounts at end of year	2020-12-31	$5,420,438
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,765,944
Interest on participant loans	2020-12-31	$5,944
Net investment gain/loss from pooled separate accounts	2020-12-31	$651,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$92,219
Employer contributions (assets) at end of year	2020-12-31	$2,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$283,765
Contract administrator fees	2020-12-31	$10,445
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	TRAVELLER AND COMPANY LLC
Accountancy firm EIN	2020-12-31	870668060
2019 : NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,125
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$5,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$5,000
Total income from all sources (including contributions)	2019-12-31	$1,057,375
Total income from all sources (including contributions)	2019-12-31	$1,057,375
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$499,169
Total of all expenses incurred	2019-12-31	$499,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$487,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$487,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$152,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$152,932
Value of total assets at end of year	2019-12-31	$4,903,884
Value of total assets at beginning of year	2019-12-31	$4,349,553
Value of total assets at beginning of year	2019-12-31	$4,349,553
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$11,278
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$11,278
Total interest from all sources	2019-12-31	$5,538
Total interest from all sources	2019-12-31	$5,538
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
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
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	$100,000
Value of fidelity bond cover	2019-12-31	$100,000
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	$123,345
Contributions received from participants	2019-12-31	$123,345
Participant contributions at end of year	2019-12-31	$134,515
Participant contributions at end of year	2019-12-31	$134,515
Participant contributions at beginning of year	2019-12-31	$145,913
Participant contributions at beginning of year	2019-12-31	$145,913
Participant contributions at end of year	2019-12-31	$2,895
Participant contributions at end of year	2019-12-31	$2,895
Participant contributions at beginning of year	2019-12-31	$2,862
Participant contributions at beginning of year	2019-12-31	$2,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$1,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$1,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$5,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$5,000
Total non interest bearing cash at end of year	2019-12-31	$530
Total non interest bearing cash at end of year	2019-12-31	$530
Total non interest bearing cash at beginning of year	2019-12-31	$416
Total non interest bearing cash at beginning of year	2019-12-31	$416
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	$558,206
Value of net income/loss	2019-12-31	$558,206
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,902,759
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,902,759
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,344,553
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,344,553
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
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,765,944
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,765,944
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,199,503
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,199,503
Interest on participant loans	2019-12-31	$5,538
Interest on participant loans	2019-12-31	$5,538
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$898,905
Net investment gain/loss from pooled separate accounts	2019-12-31	$898,905
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	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
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
Contributions received in cash from employer	2019-12-31	$29,587
Contributions received in cash from employer	2019-12-31	$29,587
Employer contributions (assets) at beginning of year	2019-12-31	$859
Employer contributions (assets) at beginning of year	2019-12-31	$859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$487,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$487,891
Contract administrator fees	2019-12-31	$11,278
Contract administrator fees	2019-12-31	$11,278
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
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	TRAVELIER & COMPANY, LLC
Accountancy firm name	2019-12-31	TRAVELIER & COMPANY, LLC
Accountancy firm EIN	2019-12-31	870668060
Accountancy firm EIN	2019-12-31	870668060
2018 : NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$5,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-127,937
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$111,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$100,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$207,977
Value of total assets at end of year	2018-12-31	$4,349,553
Value of total assets at beginning of year	2018-12-31	$4,583,708
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$10,708
Total interest from all sources	2018-12-31	$6,159
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$100,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$174,429
Participant contributions at end of year	2018-12-31	$145,913
Participant contributions at beginning of year	2018-12-31	$130,343
Participant contributions at end of year	2018-12-31	$2,862
Participant contributions at beginning of year	2018-12-31	$1,668
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$5,000
Other income not declared elsewhere	2018-12-31	$3,634
Administrative expenses (other) incurred	2018-12-31	$10,708
Total non interest bearing cash at end of year	2018-12-31	$416
Total non interest bearing cash at beginning of year	2018-12-31	$416
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	$-239,155
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,344,553
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,583,708
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
Value of interest in pooled separate accounts at end of year	2018-12-31	$4,199,503
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$4,450,505
Interest on participant loans	2018-12-31	$6,159
Net investment gain/loss from pooled separate accounts	2018-12-31	$-345,707
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	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$33,548
Employer contributions (assets) at end of year	2018-12-31	$859
Employer contributions (assets) at beginning of year	2018-12-31	$776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$100,510
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	TRAVELLER & COMPANY, LLC
Accountancy firm EIN	2018-12-31	870668060
2017 : NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$863,559
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$821,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$809,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$124,531
Value of total assets at end of year	2017-12-31	$4,583,708
Value of total assets at beginning of year	2017-12-31	$4,541,156
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$11,351
Total interest from all sources	2017-12-31	$5,893
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
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	$1,875
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$100,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$110,269
Participant contributions at end of year	2017-12-31	$130,343
Participant contributions at beginning of year	2017-12-31	$167,873
Participant contributions at end of year	2017-12-31	$1,668
Total non interest bearing cash at end of year	2017-12-31	$416
Total non interest bearing cash at beginning of year	2017-12-31	$3,336
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	$42,552
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,583,708
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,541,156
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
Value of interest in pooled separate accounts at end of year	2017-12-31	$4,450,505
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$4,368,710
Interest on participant loans	2017-12-31	$5,893
Net investment gain/loss from pooled separate accounts	2017-12-31	$733,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$14,262
Employer contributions (assets) at end of year	2017-12-31	$776
Employer contributions (assets) at beginning of year	2017-12-31	$1,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$809,656
Contract administrator fees	2017-12-31	$9,476
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	TRAVELLER & COMPANY, LLC
Accountancy firm EIN	2017-12-31	870668060
2016 : NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$538,620
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$864,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$851,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$184,370
Value of total assets at end of year	2016-12-31	$4,541,156
Value of total assets at beginning of year	2016-12-31	$4,866,838
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$13,207
Total interest from all sources	2016-12-31	$6,782
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
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	$2,275
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$100,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$116,262
Participant contributions at end of year	2016-12-31	$167,873
Participant contributions at beginning of year	2016-12-31	$154,734
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$41,462
Total non interest bearing cash at end of year	2016-12-31	$3,336
Total non interest bearing cash at beginning of year	2016-12-31	$1,865
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	$-325,682
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,541,156
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,866,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$4,368,710
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,710,045
Interest on participant loans	2016-12-31	$6,782
Net investment gain/loss from pooled separate accounts	2016-12-31	$347,468
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	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$26,646
Employer contributions (assets) at end of year	2016-12-31	$1,237
Employer contributions (assets) at beginning of year	2016-12-31	$194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$851,095
Contract administrator fees	2016-12-31	$10,932
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	TRAVELLER & COMPANY, LLC
Accountancy firm EIN	2016-12-31	870668060

Form 5500 Responses for NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN

2021: NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single 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: NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single 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: NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single 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: NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single 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: NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

72285

Policy instance

Insurance contract or identification number	72285
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $11,976
Total amount of fees paid to insurance company	USD $13,419
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $11,976
Insurance broker organization code?	3
Amount paid for insurance broker fees	13419
Additional information about fees paid to insurance broker	TPA FEES

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

Policy contract number

72285

Policy instance

Insurance contract or identification number	72285
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $9,381
Total amount of fees paid to insurance company	USD $2,947
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $9,381
Insurance broker organization code?	3
Amount paid for insurance broker fees	2947
Additional information about fees paid to insurance broker	TPA FEES

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

Policy contract number

72285

Policy instance

Insurance contract or identification number	72285
Number of Individuals Covered	135
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $9,452
Total amount of fees paid to insurance company	USD $3,664
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $9,452
Insurance broker organization code?	3
Amount paid for insurance broker fees	3664
Additional information about fees paid to insurance broker	TPA FEES

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

Policy contract number

72285

Policy instance

Insurance contract or identification number	72285
Number of Individuals Covered	147
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $11,798
Total amount of fees paid to insurance company	USD $875
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $9,401
Insurance broker organization code?	3
Amount paid for insurance broker fees	875
Additional information about fees paid to insurance broker	TPA FEES

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

Policy contract number

72285

Policy instance

Insurance contract or identification number	72285
Number of Individuals Covered	150
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $11,177
Total amount of fees paid to insurance company	USD $1,875
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $2,259
Amount paid for insurance broker fees	1875
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Insurance broker name	SUMMIT BROKERAGE SERVICES, INC.

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Company Name:	NATIONAL MARKETING RESOURCES, LLC
Employer identification number (EIN):	431929585
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services