401k Plan data: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST plan

CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 401k Plan overview

Plan Name	CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST
Plan identification number	504

CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental Vision

401k Sponsoring company profile

CLENDENIN BROTHERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: CLENDENIN BROTHERS, INC.

Employer identification number (EIN): 520274470

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
504 2018-07-01 MATTHEW S. STROMBERG 2020-04-14
504 2017-07-01 RICHARD BENEDICK 2019-04-11
504 2016-07-01
504 2015-07-01
504 2014-07-01
504 2013-07-01
504 2012-07-01 RICHARD BENEDICK
504 2011-07-01 RICHARD BENEDICK
504 2010-07-01 RICHARD BENEDICK
504 2009-07-01 RICHARD BENEDICK

Plan Statistics for CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST

401k plan membership statisitcs for CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST

Measure Date Value
2018: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2018 401k membership
Total participants, beginning-of-year 2018-07-01 129
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 55
Total of all active and inactive participants 2018-07-01 55
Number of employers contributing to the scheme 2018-07-01 2
2017: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2017 401k membership
Total participants, beginning-of-year 2017-07-01 141
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 129
Total of all active and inactive participants 2017-07-01 129
Number of employers contributing to the scheme 2017-07-01 2
2016: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2016 401k membership
Total participants, beginning-of-year 2016-07-01 133
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 141
Total of all active and inactive participants 2016-07-01 141
Number of employers contributing to the scheme 2016-07-01 2
2015: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2015 401k membership
Total participants, beginning-of-year 2015-07-01 128
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 133
Total of all active and inactive participants 2015-07-01 133
Number of employers contributing to the scheme 2015-07-01 2
2014: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2014 401k membership
Total participants, beginning-of-year 2014-07-01 130
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 128
Total of all active and inactive participants 2014-07-01 128
Number of employers contributing to the scheme 2014-07-01 2
2013: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2013 401k membership
Total participants, beginning-of-year 2013-07-01 154
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 130
Total of all active and inactive participants 2013-07-01 130
Number of employers contributing to the scheme 2013-07-01 2
2012: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2012 401k membership
Total participants, beginning-of-year 2012-07-01 147
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 154
Total of all active and inactive participants 2012-07-01 154
Number of employers contributing to the scheme 2012-07-01 2
2011: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2011 401k membership
Total participants, beginning-of-year 2011-07-01 131
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 147
Total of all active and inactive participants 2011-07-01 147
Number of employers contributing to the scheme 2011-07-01 2
2010: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2010 401k membership
Total participants, beginning-of-year 2010-07-01 201
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 131
Total of all active and inactive participants 2010-07-01 131
Number of employers contributing to the scheme 2010-07-01 3
2009: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2009 401k membership
Total participants, beginning-of-year 2009-07-01 235
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 201
Total of all active and inactive participants 2009-07-01 201
Number of employers contributing to the scheme 2009-07-01 3

Measure	Date	Value
2018: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2018 401k membership
Total participants, beginning-of-year	2018-07-01	129
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	55
Total of all active and inactive participants	2018-07-01	55
Number of employers contributing to the scheme	2018-07-01	2
2017: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2017 401k membership
Total participants, beginning-of-year	2017-07-01	141
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	129
Total of all active and inactive participants	2017-07-01	129
Number of employers contributing to the scheme	2017-07-01	2
2016: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2016 401k membership
Total participants, beginning-of-year	2016-07-01	133
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	141
Total of all active and inactive participants	2016-07-01	141
Number of employers contributing to the scheme	2016-07-01	2
2015: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2015 401k membership
Total participants, beginning-of-year	2015-07-01	128
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	133
Total of all active and inactive participants	2015-07-01	133
Number of employers contributing to the scheme	2015-07-01	2
2014: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2014 401k membership
Total participants, beginning-of-year	2014-07-01	130
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	128
Total of all active and inactive participants	2014-07-01	128
Number of employers contributing to the scheme	2014-07-01	2
2013: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2013 401k membership
Total participants, beginning-of-year	2013-07-01	154
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	130
Total of all active and inactive participants	2013-07-01	130
Number of employers contributing to the scheme	2013-07-01	2
2012: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2012 401k membership
Total participants, beginning-of-year	2012-07-01	147
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	154
Total of all active and inactive participants	2012-07-01	154
Number of employers contributing to the scheme	2012-07-01	2
2011: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2011 401k membership
Total participants, beginning-of-year	2011-07-01	131
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	147
Total of all active and inactive participants	2011-07-01	147
Number of employers contributing to the scheme	2011-07-01	2
2010: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2010 401k membership
Total participants, beginning-of-year	2010-07-01	201
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	131
Total of all active and inactive participants	2010-07-01	131
Number of employers contributing to the scheme	2010-07-01	3
2009: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2009 401k membership
Total participants, beginning-of-year	2009-07-01	235
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	201
Total of all active and inactive participants	2009-07-01	201
Number of employers contributing to the scheme	2009-07-01	3

Financial Data on CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST

Measure	Date	Value
2019 : CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$1,282,422
Total of all expenses incurred	2019-06-30	$1,282,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$1,282,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,282,154
Value of total assets at end of year	2019-06-30	$179,124
Value of total assets at beginning of year	2019-06-30	$178,856
Total interest from all sources	2019-06-30	$268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$395,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$268
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$179,124
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$178,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$179,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$178,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$178,856
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$268
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$1,282,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$887,044
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	No
Opinion of an independent qualified public accountant for this plan	2019-06-30	Unqualified
Accountancy firm name	2019-06-30	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2019-06-30	560747981
2018 : CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$1,572,494
Total of all expenses incurred	2018-06-30	$1,572,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,572,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,572,451
Value of total assets at end of year	2018-06-30	$178,856
Value of total assets at beginning of year	2018-06-30	$178,813
Total interest from all sources	2018-06-30	$43
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$431,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$43
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$178,856
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$178,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$178,856
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$178,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$178,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$43
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$1,572,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$1,141,041
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	No
Opinion of an independent qualified public accountant for this plan	2018-06-30	Unqualified
Accountancy firm name	2018-06-30	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2018-06-30	560747981
2017 : CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$1,537,621
Total of all expenses incurred	2017-06-30	$1,537,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,537,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,537,603
Value of total assets at end of year	2017-06-30	$178,813
Value of total assets at beginning of year	2017-06-30	$178,795
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$0
Total interest from all sources	2017-06-30	$18
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$356,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$18
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$178,813
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$178,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$178,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$178,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$178,795
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$18
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$1,537,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$1,181,483
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	No
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	No
Opinion of an independent qualified public accountant for this plan	2017-06-30	Unqualified
Accountancy firm name	2017-06-30	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2017-06-30	560747981
2016 : CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$1,536,499
Total of all expenses incurred	2016-06-30	$1,536,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,536,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,536,481
Value of total assets at end of year	2016-06-30	$178,795
Value of total assets at beginning of year	2016-06-30	$178,827
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$50
Total interest from all sources	2016-06-30	$18
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$377,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-32
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$178,795
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$178,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$50
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$178,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$178,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$178,827
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$18
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$1,536,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$1,159,404
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	2016-06-30	No
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	No
Opinion of an independent qualified public accountant for this plan	2016-06-30	Unqualified
Accountancy firm name	2016-06-30	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2016-06-30	560747981
2015 : CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$1,563,498
Total of all expenses incurred	2015-06-30	$1,563,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,563,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,563,480
Value of total assets at end of year	2015-06-30	$178,827
Value of total assets at beginning of year	2015-06-30	$178,859
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$50
Total interest from all sources	2015-06-30	$18
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$363,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-32
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$178,827
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$178,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$50
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$178,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$178,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$178,859
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$18
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$1,563,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$1,200,363
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	2015-06-30	No
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	No
Opinion of an independent qualified public accountant for this plan	2015-06-30	Unqualified
Accountancy firm name	2015-06-30	STEGMAN & COMPANY
Accountancy firm EIN	2015-06-30	520947747
2014 : CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$1,382
Total income from all sources (including contributions)	2014-06-30	$1,426,813
Total of all expenses incurred	2014-06-30	$1,425,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,425,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,426,795
Value of total assets at end of year	2014-06-30	$178,859
Value of total assets at beginning of year	2014-06-30	$178,841
Total interest from all sources	2014-06-30	$18
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$287,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$1,400
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$178,859
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$177,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$178,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$178,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$178,841
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$18
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$1,425,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$1,138,897
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	2014-06-30	No
Liabilities. Value of benefit claims payable at beginning of year	2014-06-30	$1,382
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Unqualified
Accountancy firm name	2014-06-30	STEGMAN & COMPANY
Accountancy firm EIN	2014-06-30	520947747
2013 : CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$1,382
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$6,631
Total income from all sources (including contributions)	2013-06-30	$1,276,382
Total of all expenses incurred	2013-06-30	$1,271,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$1,271,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$1,276,364
Value of total assets at end of year	2013-06-30	$178,841
Value of total assets at beginning of year	2013-06-30	$178,873
Total interest from all sources	2013-06-30	$18
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$280,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$5,217
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$177,459
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$172,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$178,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$178,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$178,873
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$18
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$1,260,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$995,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$10,945
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	2013-06-30	No
Liabilities. Value of benefit claims payable at end of year	2013-06-30	$1,382
Liabilities. Value of benefit claims payable at beginning of year	2013-06-30	$6,631
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Unqualified
Accountancy firm name	2013-06-30	STEGMAN & COMPANY
Accountancy firm EIN	2013-06-30	520947747
2012 : CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$6,631
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$1,392,036
Total of all expenses incurred	2012-06-30	$1,398,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$1,398,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$1,392,018
Value of total assets at end of year	2012-06-30	$178,873
Value of total assets at beginning of year	2012-06-30	$178,855
Total interest from all sources	2012-06-30	$18
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$251,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-6,613
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$172,242
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$178,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$178,873
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$178,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$178,855
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$18
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$1,379,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$1,140,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$18,661
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	2012-06-30	No
Liabilities. Value of benefit claims payable at end of year	2012-06-30	$6,631
Liabilities. Value of benefit claims payable at beginning of year	2012-06-30	$0
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Unqualified
Accountancy firm name	2012-06-30	STEGMAN & COMPANY
Accountancy firm EIN	2012-06-30	520947747
2011 : CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2011 401k financial data
Total income from all sources (including contributions)	2011-06-30	$1,631,174
Total of all expenses incurred	2011-06-30	$1,631,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$1,631,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$1,631,156
Value of total assets at end of year	2011-06-30	$178,855
Value of total assets at beginning of year	2011-06-30	$178,837
Total interest from all sources	2011-06-30	$18
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$175,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$18
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$178,855
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$178,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$178,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$178,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$178,837
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$18
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$201,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$1,455,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$1,429,573
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	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Unqualified
Accountancy firm name	2011-06-30	STEGMAN & COMPANY
Accountancy firm EIN	2011-06-30	520947747

Form 5500 Responses for CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST

2018: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2018 form 5500 responses
2018-07-01	Type of plan entity	Multi-employer plan
2018-07-01	Plan is a collectively bargained plan	Yes
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2017: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2017 form 5500 responses
2017-07-01	Type of plan entity	Multi-employer plan
2017-07-01	Plan is a collectively bargained plan	Yes
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2016 form 5500 responses
2016-07-01	Type of plan entity	Multi-employer plan
2016-07-01	Plan is a collectively bargained plan	Yes
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2015 form 5500 responses
2015-07-01	Type of plan entity	Multi-employer plan
2015-07-01	Plan is a collectively bargained plan	Yes
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2014 form 5500 responses
2014-07-01	Type of plan entity	Multi-employer plan
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2013 form 5500 responses
2013-07-01	Type of plan entity	Multi-employer plan
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2012 form 5500 responses
2012-07-01	Type of plan entity	Multi-employer plan
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2011 form 5500 responses
2011-07-01	Type of plan entity	Multi-employer plan
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2010: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2010 form 5500 responses
2010-07-01	Type of plan entity	Multi-employer plan
2010-07-01	Plan is a collectively bargained plan	Yes
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2009: CLENDENIN BROTHERS, INCORPORATED EMPLOYEE BENEFIT TRUST 2009 form 5500 responses
2009-07-01	Type of plan entity	Multi-employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )

Policy contract number

Policy instance

Number of Individuals Covered	76
Insurance policy start date	2018-08-01
Insurance policy end date	2019-07-31
Total amount of commissions paid to insurance broker	USD $30,519
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $676,919
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $30,519
Insurance broker organization code?	3

GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 )

Policy contract number

17N7

Policy instance

Insurance contract or identification number	17N7
Number of Individuals Covered	52
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $27,642
Total amount of fees paid to insurance company	USD $7,087
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $552,849
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $27,642
Amount paid for insurance broker fees	22
Additional information about fees paid to insurance broker	NON-MONETARY INCENTIVE AMOUNT
Insurance broker organization code?	3

HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )

Policy contract number

Policy instance

Number of Individuals Covered	72
Insurance policy start date	2017-08-01
Insurance policy end date	2018-07-31
Total amount of commissions paid to insurance broker	USD $39,133
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 )

Policy contract number

17N7

Policy instance

Insurance contract or identification number	17N7
Number of Individuals Covered	57
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $39,175
Total amount of fees paid to insurance company	USD $7,378
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 )

Policy contract number

00522493

Policy instance

Insurance contract or identification number	00522493
Number of Individuals Covered	84
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $24,056
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	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 $24,056
Insurance broker organization code?	3
Insurance broker name	WILLIAM PENNINGTON

GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 )

Policy contract number

17N7

Policy instance

Insurance contract or identification number	17N7
Number of Individuals Covered	49
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $41,515
Total amount of fees paid to insurance company	USD $25
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	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 $41,515
Amount paid for insurance broker fees	25
Insurance broker organization code?	3
Insurance broker name	WILLIAM PENNINGTON

HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )

Policy contract number

Policy instance

Number of Individuals Covered	79
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $31,140
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $31,140
Insurance broker name	THE BENECON GROUP INC

CAPITAL ADVANTAGE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 41203 )

Policy contract number

00522493

Policy instance

Insurance contract or identification number	00522493
Number of Individuals Covered	72
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $6,046
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	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 $6,046
Insurance broker organization code?	3
Insurance broker name	WILLIAM PENNINGTON

GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 )

Policy contract number

17N7

Policy instance

Insurance contract or identification number	17N7
Number of Individuals Covered	49
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $33,985
Total amount of fees paid to insurance company	USD $21
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	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 $33,985
Amount paid for insurance broker fees	21
Insurance broker organization code?	5
Insurance broker name	WILLIAM PENNINGTON

CAPITAL ADVANTAGE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 41203 )

Policy contract number

00522493

Policy instance

Insurance contract or identification number	00522493
Number of Individuals Covered	78
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $24,229
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	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 $24,229
Insurance broker organization code?	3
Insurance broker name	WILLIAM PENNINGTON

CAREFIRST BLUECROSS BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 47058 )

Policy contract number

17N7

Policy instance

Insurance contract or identification number	17N7
Number of Individuals Covered	52
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $22,673
Total amount of fees paid to insurance company	USD $2,460
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	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 $22,673
Amount paid for insurance broker fees	2460
Insurance broker organization code?	5
Insurance broker name	GARRISON BENEFITS LLC

CAPITAL ADVANTAGE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 41203 )

Policy contract number

00522493

Policy instance

Insurance contract or identification number	00522493
Number of Individuals Covered	74
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $23,108
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $636,545
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $23,108
Insurance broker organization code?	3
Insurance broker name	WILLIAM PENNINGTON

CAREFIRST BLUECROSS BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 47058 )

Policy contract number

17N7

Policy instance

Insurance contract or identification number	17N7
Number of Individuals Covered	58
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $21,827
Total amount of fees paid to insurance company	USD $24
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $623,625
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,827
Amount paid for insurance broker fees	24
Additional information about fees paid to insurance broker	BONUSES NEW BUSINESS, PERSISTENCY MEDICAL, PERSISTENCY DENTAL
Insurance broker organization code?	5
Insurance broker name	GARRISON BENEFITS LLC

CAREFIRST BLUECROSS BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 47058 )

Policy contract number

17N7

Policy instance

Insurance contract or identification number	17N7
Number of Individuals Covered	58
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $25,466
Total amount of fees paid to insurance company	USD $4,313
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $727,598
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CAPITAL ADVANTAGE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 41203 )

Policy contract number

00522493

Policy instance

Insurance contract or identification number	00522493
Number of Individuals Covered	70
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $20,417
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $673,930
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

CLENDENIN

Policy instance

Insurance contract or identification number	CLENDENIN
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $32,634
Total amount of fees paid to insurance company	USD $168,949
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CLENDENIN BROTHERS, INC.
Employer identification number (EIN):	520274470
NAIC Classification:	332900

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
504	2018-07-01	MATTHEW S. STROMBERG	2020-04-14
504	2017-07-01	RICHARD BENEDICK	2019-04-11
504	2016-07-01
504	2015-07-01
504	2014-07-01
504	2013-07-01
504	2012-07-01	RICHARD BENEDICK
504	2011-07-01	RICHARD BENEDICK
504	2010-07-01	RICHARD BENEDICK
504	2009-07-01	RICHARD BENEDICK