401k Plan data: RELYANT GLOBAL LLC 401(K) SAVINGS AND RETIREMENT PLAN plan

RELYANT GLOBAL LLC 401(K) SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan Name	RELYANT GLOBAL LLC 401(K) SAVINGS AND RETIREMENT PLAN
Plan identification number	001

RELYANT GLOBAL LLC 401(K) SAVINGS AND RETIREMENT 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RELYANT GLOBAL, LLC has sponsored the creation of one or more 401k plans.

Company Name: RELYANT GLOBAL, LLC

Employer identification number (EIN): 471639663

NAIC Classification: 238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RELYANT GLOBAL LLC 401(K) SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 NORMA HENNING 2024-07-09
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 NORMA HENNING 2020-05-28
001 2018-01-01 NORMA HENNING 2019-05-22
001 2017-01-01 NORMA HENNING 2018-05-10 NORMA HENNING 2018-05-10
001 2016-01-01 NORMA HENNING 2017-05-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	NORMA HENNING	2024-07-09
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	NORMA HENNING	2020-05-28
001	2018-01-01	NORMA HENNING	2019-05-22
001	2017-01-01	NORMA HENNING	2018-05-10	NORMA HENNING	2018-05-10
001	2016-01-01	NORMA HENNING	2017-05-24

Plan Statistics for RELYANT GLOBAL LLC 401(K) SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for RELYANT GLOBAL LLC 401(K) SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: RELYANT GLOBAL LLC 401(K) SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 89
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 37
Total of all active and inactive participants 2022-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 126
Number of participants with account balances 2022-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: RELYANT GLOBAL LLC 401(K) SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 86
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 40
Total of all active and inactive participants 2021-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 126
Number of participants with account balances 2021-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: RELYANT GLOBAL LLC 401(K) SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 101
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 17
Total of all active and inactive participants 2020-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 118
Number of participants with account balances 2020-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2022: RELYANT GLOBAL LLC 401(K) SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	89
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	37
Total of all active and inactive participants	2022-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	126
Number of participants with account balances	2022-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: RELYANT GLOBAL LLC 401(K) SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	86
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	40
Total of all active and inactive participants	2021-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	126
Number of participants with account balances	2021-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: RELYANT GLOBAL LLC 401(K) SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	101
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	17
Total of all active and inactive participants	2020-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	118
Number of participants with account balances	2020-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on RELYANT GLOBAL LLC 401(K) SAVINGS AND RETIREMENT PLAN

Measure	Date	Value
2022 : RELYANT GLOBAL LLC 401(K) SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-321,032
Total of all expenses incurred	2022-12-31	$301,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$288,810
Expenses. Certain deemed distributions of participant loans	2022-12-31	$1,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$774,070
Value of total assets at end of year	2022-12-31	$4,290,653
Value of total assets at beginning of year	2022-12-31	$4,913,229
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$10,756
Total interest from all sources	2022-12-31	$947
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$74,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$74,341
Administrative expenses professional fees incurred	2022-12-31	$10,756
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$493,976
Participant contributions at end of year	2022-12-31	$10,980
Participant contributions at beginning of year	2022-12-31	$18,594
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$1,498
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$64,278
Other income not declared elsewhere	2022-12-31	$4,277
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	$-622,576
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,290,653
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,913,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,222,689
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$4,876,499
Interest on participant loans	2022-12-31	$894
Interest earned on other investments	2022-12-31	$53
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$56,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$15,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-646,672
Net investment gain/loss from pooled separate accounts	2022-12-31	$-527,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$215,816
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$1,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$288,810
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
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	COULTER & JUSTUS, P.C.
Accountancy firm EIN	2022-12-31	621532536
2021 : RELYANT GLOBAL LLC 401(K) SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,423,303
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$261,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$260,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$866,291
Value of total assets at end of year	2021-12-31	$4,913,229
Value of total assets at beginning of year	2021-12-31	$3,751,546
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$825
Total interest from all sources	2021-12-31	$17,229
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
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	$490,845
Participant contributions at end of year	2021-12-31	$18,594
Participant contributions at beginning of year	2021-12-31	$7,971
Participant contributions at end of year	2021-12-31	$1,498
Participant contributions at beginning of year	2021-12-31	$12,053
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$155,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,161,683
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,913,229
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,751,546
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	$4,876,499
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,710,709
Interest on participant loans	2021-12-31	$273
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$16,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$15,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$8,191
Net investment gain/loss from pooled separate accounts	2021-12-31	$539,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$220,140
Employer contributions (assets) at end of year	2021-12-31	$1,320
Employer contributions (assets) at beginning of year	2021-12-31	$12,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$260,795
Contract administrator fees	2021-12-31	$825
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	COULTER & JUSTUS, P.C
Accountancy firm EIN	2021-12-31	621532536
2020 : RELYANT GLOBAL LLC 401(K) SAVINGS AND RETIREMENT 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	$0
Total income from all sources (including contributions)	2020-12-31	$1,044,642
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$47,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$42,871
Expenses. Certain deemed distributions of participant loans	2020-12-31	$4,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$651,858
Value of total assets at end of year	2020-12-31	$3,751,546
Value of total assets at beginning of year	2020-12-31	$2,754,427
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$375
Total interest from all sources	2020-12-31	$137
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	$373,230
Participant contributions at end of year	2020-12-31	$7,971
Participant contributions at beginning of year	2020-12-31	$4,283
Participant contributions at end of year	2020-12-31	$12,053
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$71,229
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	$997,119
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,751,546
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,754,427
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	$3,710,709
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,750,144
Interest on participant loans	2020-12-31	$110
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$27
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$8,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$0
Net investment gain/loss from pooled separate accounts	2020-12-31	$392,647
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
Contributions received in cash from employer	2020-12-31	$207,399
Employer contributions (assets) at end of year	2020-12-31	$12,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$42,871
Contract administrator fees	2020-12-31	$375
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	COULTER & JUSTUS, P.C
Accountancy firm EIN	2020-12-31	621532536

Form 5500 Responses for RELYANT GLOBAL LLC 401(K) SAVINGS AND RETIREMENT PLAN

2022: RELYANT GLOBAL LLC 401(K) SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: RELYANT GLOBAL LLC 401(K) SAVINGS AND RETIREMENT 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: RELYANT GLOBAL LLC 401(K) SAVINGS AND RETIREMENT 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

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

21693

Policy instance

Insurance contract or identification number	21693
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-04-20
Total amount of commissions paid to insurance broker	USD $3,877
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,877
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

515624-01

Policy instance

Insurance contract or identification number	515624-01
Number of Individuals Covered	81
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

21693

Policy instance

Insurance contract or identification number	21693
Number of Individuals Covered	78
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $10,733
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	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?	Yes
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 $10,733
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

21693

Policy instance

Insurance contract or identification number	21693
Number of Individuals Covered	65
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $7,299
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	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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,299
Insurance broker organization code?	3

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Company Name:	RELYANT GLOBAL, LLC
Employer identification number (EIN):	471639663
NAIC Classification:	238100