401k Plan data: TRAFON GROUP RETIREMENT PLAN plan

TRAFON GROUP RETIREMENT PLAN 401k Plan overview

Plan Name	TRAFON GROUP RETIREMENT PLAN
Plan identification number	001

TRAFON GROUP 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.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

TRAFON GROUP, INC has sponsored the creation of one or more 401k plans.

Company Name: TRAFON GROUP, INC

Employer identification number (EIN): 660564639

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRAFON GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CARLOS TRAPAGA CARLOS TRAPAGA 2018-10-10

Plan Statistics for TRAFON GROUP RETIREMENT PLAN

401k plan membership statisitcs for TRAFON GROUP RETIREMENT PLAN

Measure Date Value
2023: TRAFON GROUP RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 213
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 182
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 29
Total of all active and inactive participants 2023-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 211
Number of participants with account balances 2023-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 4
2022: TRAFON GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 192
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 21
Total of all active and inactive participants 2022-01-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 213
Number of participants with account balances 2022-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: TRAFON GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 164
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 17
Total of all active and inactive participants 2021-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 181
Number of participants with account balances 2021-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: TRAFON GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 132
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 16
Total of all active and inactive participants 2020-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 148
Number of participants with account balances 2020-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: TRAFON GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 127
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 19
Total of all active and inactive participants 2019-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 146
Number of participants with account balances 2019-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: TRAFON GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 173
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 23
Total of all active and inactive participants 2018-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 196
Number of participants with account balances 2018-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: TRAFON GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 216
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 218
Number of participants with account balances 2017-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2023: TRAFON GROUP RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	213
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	182
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	29
Total of all active and inactive participants	2023-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	211
Number of participants with account balances	2023-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	4
2022: TRAFON GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	192
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	21
Total of all active and inactive participants	2022-01-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	213
Number of participants with account balances	2022-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: TRAFON GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	164
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	17
Total of all active and inactive participants	2021-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	181
Number of participants with account balances	2021-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: TRAFON GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	132
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	16
Total of all active and inactive participants	2020-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	148
Number of participants with account balances	2020-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: TRAFON GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	127
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	19
Total of all active and inactive participants	2019-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	146
Number of participants with account balances	2019-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: TRAFON GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	173
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	23
Total of all active and inactive participants	2018-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	196
Number of participants with account balances	2018-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: TRAFON GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	216
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	218
Number of participants with account balances	2017-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on TRAFON GROUP RETIREMENT PLAN

Measure	Date	Value
2023 : TRAFON GROUP RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$15,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$8,744
Total income from all sources (including contributions)	2023-12-31	$401,231
Total loss/gain on sale of assets	2023-12-31	$12,563
Total of all expenses incurred	2023-12-31	$98,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$66,574
Value of total corrective distributions	2023-12-31	$14,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$245,142
Value of total assets at end of year	2023-12-31	$1,323,184
Value of total assets at beginning of year	2023-12-31	$1,013,648
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$17,377
Total interest from all sources	2023-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$30,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$30,468
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$66,595
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$204,466
Participant contributions at end of year	2023-12-31	$104
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$15,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$8,744
Administrative expenses (other) incurred	2023-12-31	$17,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$302,602
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$1,307,506
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$1,004,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$943,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$692,202
Value of interest in common/collective trusts at end of year	2023-12-31	$300,365
Value of interest in common/collective trusts at beginning of year	2023-12-31	$231,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$77,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$81,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$113,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$40,676
Employer contributions (assets) at end of year	2023-12-31	$1,587
Employer contributions (assets) at beginning of year	2023-12-31	$8,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$66,574
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Aggregate proceeds on sale of assets	2023-12-31	$12,563
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	GARCIA-FIGUEROA & CO PSC
Accountancy firm EIN	2023-12-31	660636894
2022 : TRAFON GROUP RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$8,744
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$1,093
Total income from all sources (including contributions)	2022-12-31	$156,903
Total loss/gain on sale of assets	2022-12-31	$-18,421
Total of all expenses incurred	2022-12-31	$97,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$75,380
Value of total corrective distributions	2022-12-31	$7,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$292,581
Value of total assets at end of year	2022-12-31	$1,013,648
Value of total assets at beginning of year	2022-12-31	$946,808
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$15,228
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$45,149
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	$45,149
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$66,595
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$219,839
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$22,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$8,744
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$1,093
Administrative expenses (other) incurred	2022-12-31	$15,228
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	$59,189
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,004,904
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$945,715
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	$692,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$691,494
Value of interest in common/collective trusts at end of year	2022-12-31	$231,426
Value of interest in common/collective trusts at beginning of year	2022-12-31	$196,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$81,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$57,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-162,406
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	$50,602
Employer contributions (assets) at end of year	2022-12-31	$8,501
Employer contributions (assets) at beginning of year	2022-12-31	$1,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$75,380
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
Aggregate proceeds on sale of assets	2022-12-31	$-18,421
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GARCIA-FIGUEROA & CO PSC
Accountancy firm EIN	2022-12-31	660636894
2021 : TRAFON GROUP 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	$1,093
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	$347,548
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$67,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$54,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$247,335
Value of total assets at end of year	2021-12-31	$946,808
Value of total assets at beginning of year	2021-12-31	$665,952
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$13,154
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$90,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$90,486
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$66,595
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$175,354
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$37,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$1,093
Administrative expenses (other) incurred	2021-12-31	$13,154
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	$279,763
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$945,715
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$665,952
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 registered invesment companies (eg mutual funds) at end of year	2021-12-31	$691,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$544,150
Value of interest in common/collective trusts at end of year	2021-12-31	$196,353
Value of interest in common/collective trusts at beginning of year	2021-12-31	$92,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$57,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$27,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$9,727
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	$34,218
Employer contributions (assets) at end of year	2021-12-31	$1,561
Employer contributions (assets) at beginning of year	2021-12-31	$1,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$54,631
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	GARCIA-FIGUEROA & CO. PSC
Accountancy firm EIN	2021-12-31	660686894
2020 : TRAFON GROUP 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	$227,292
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$32,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$23,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$153,384
Value of total assets at end of year	2020-12-31	$665,952
Value of total assets at beginning of year	2020-12-31	$470,814
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$8,892
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$17,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$17,986
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$50,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$127,143
Participant contributions at beginning of year	2020-12-31	$4,351
Administrative expenses (other) incurred	2020-12-31	$8,892
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	$195,138
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$665,952
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$470,814
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 registered invesment companies (eg mutual funds) at end of year	2020-12-31	$544,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$382,354
Value of interest in common/collective trusts at end of year	2020-12-31	$92,685
Value of interest in common/collective trusts at beginning of year	2020-12-31	$59,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$27,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$22,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$55,922
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	$26,241
Employer contributions (assets) at end of year	2020-12-31	$1,416
Employer contributions (assets) at beginning of year	2020-12-31	$2,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$23,262
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	KEVANE GRANT & THORNTON
Accountancy firm EIN	2020-12-31	660563256
2019 : TRAFON GROUP RETIREMENT 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	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$219,104
Total income from all sources (including contributions)	2019-12-31	$219,104
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	$64,849
Total of all expenses incurred	2019-12-31	$64,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$57,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$57,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$145,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$145,550
Value of total assets at end of year	2019-12-31	$470,814
Value of total assets at end of year	2019-12-31	$470,814
Value of total assets at beginning of year	2019-12-31	$316,559
Value of total assets at beginning of year	2019-12-31	$316,559
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$7,567
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$7,567
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$16,289
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$16,289
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
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$16,289
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$16,289
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	$50,000
Value of fidelity bond cover	2019-12-31	$50,000
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
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	$119,379
Contributions received from participants	2019-12-31	$119,379
Participant contributions at end of year	2019-12-31	$4,351
Participant contributions at end of year	2019-12-31	$4,351
Participant contributions at beginning of year	2019-12-31	$5,775
Participant contributions at beginning of year	2019-12-31	$5,775
Administrative expenses (other) incurred	2019-12-31	$7,567
Administrative expenses (other) incurred	2019-12-31	$7,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$154,255
Value of net income/loss	2019-12-31	$154,255
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$470,814
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$470,814
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$316,559
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$316,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$382,354
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$382,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$256,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$256,296
Value of interest in common/collective trusts at end of year	2019-12-31	$59,268
Value of interest in common/collective trusts at end of year	2019-12-31	$59,268
Value of interest in common/collective trusts at beginning of year	2019-12-31	$36,100
Value of interest in common/collective trusts at beginning of year	2019-12-31	$36,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$22,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$22,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$16,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$16,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$57,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$57,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$26,171
Contributions received in cash from employer	2019-12-31	$26,171
Employer contributions (assets) at end of year	2019-12-31	$2,330
Employer contributions (assets) at end of year	2019-12-31	$2,330
Employer contributions (assets) at beginning of year	2019-12-31	$1,447
Employer contributions (assets) at beginning of year	2019-12-31	$1,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$57,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$57,282
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	KEVANE GRANT THORTON LLC
Accountancy firm name	2019-12-31	KEVANE GRANT THORTON LLC
Accountancy firm EIN	2019-12-31	660563256
Accountancy firm EIN	2019-12-31	660563256
2018 : TRAFON GROUP RETIREMENT 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	$0
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	$222,688
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$34,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$28,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$252,437
Value of total assets at end of year	2018-12-31	$316,559
Value of total assets at beginning of year	2018-12-31	$128,325
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$5,548
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$20,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$20,752
Was this plan covered by a fidelity bond	2018-12-31	No
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	$201,850
Participant contributions at end of year	2018-12-31	$5,775
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$6,747
Administrative expenses (other) incurred	2018-12-31	$5,548
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	$188,234
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$316,559
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$128,325
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 registered invesment companies (eg mutual funds) at end of year	2018-12-31	$256,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$99,810
Value of interest in common/collective trusts at end of year	2018-12-31	$36,100
Value of interest in common/collective trusts at beginning of year	2018-12-31	$23,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$16,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$5,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-50,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$43,840
Employer contributions (assets) at end of year	2018-12-31	$1,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$28,906
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	KEVANE GRANT THORTON LLP
Accountancy firm EIN	2018-12-31	660563256
2017 : TRAFON GROUP RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$128,350
Expenses. Total of all expenses incurred	2017-12-31	$25
Total plan assets at end of year	2017-12-31	$128,325
Total plan assets at beginning of year	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$79,120
Expenses. Other expenses not covered elsewhere	2017-12-31	$25
Contributions received from other sources (not participants or employers)	2017-12-31	$28,018
Other income received	2017-12-31	$3,908
Net income (gross income less expenses)	2017-12-31	$128,325
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$128,325
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$17,304

Form 5500 Responses for TRAFON GROUP RETIREMENT PLAN

2023: TRAFON GROUP RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: TRAFON GROUP RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TRAFON GROUP 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: TRAFON GROUP 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
2019: TRAFON GROUP RETIREMENT 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: TRAFON GROUP RETIREMENT 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: TRAFON GROUP RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
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

Insurance Providers Used on plan

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

Policy contract number

502516-P1

Policy instance

Insurance contract or identification number	502516-P1
Number of Individuals Covered	68
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
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?	Yes
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

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

Policy contract number

502516-P1

Policy instance

Insurance contract or identification number	502516-P1
Number of Individuals Covered	71
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

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

Policy contract number

502516-P1

Policy instance

Insurance contract or identification number	502516-P1
Number of Individuals Covered	72
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

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

Policy contract number

502516-P1

Policy instance

Insurance contract or identification number	502516-P1
Number of Individuals Covered	77
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $8
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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 $8
Insurance broker organization code?	3

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

Policy contract number

502516-P1

Policy instance

Insurance contract or identification number	502516-P1
Number of Individuals Covered	81
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $91
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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 $91
Insurance broker organization code?	3

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

Policy contract number

502516-P1

Policy instance

Insurance contract or identification number	502516-P1
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $62
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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 $62
Insurance broker organization code?	3

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

Policy contract number

502516-P1

Policy instance

Insurance contract or identification number	502516-P1
Number of Individuals Covered	101
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $21
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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 $21
Insurance broker organization code?	3
Insurance broker name	JOSE SANTIAGO VAZQUEZ

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Company Name:	TRAFON GROUP, INC
Employer identification number (EIN):	660564639
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services