401k Plan data: EAGAN INSURANCE AGENCY, LLC 401(K) PLAN plan

EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 401k Plan overview

Plan Name	EAGAN INSURANCE AGENCY, LLC 401(K) PLAN
Plan identification number	001

EAGAN INSURANCE AGENCY, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EAGAN INSURANCE AGENCY, LLC. has sponsored the creation of one or more 401k plans.

Company Name: EAGAN INSURANCE AGENCY, LLC.

Employer identification number (EIN): 720465413

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAGAN INSURANCE AGENCY, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LISA FORSYTHE 2023-08-09
001 2021-01-01 LISA FORSYTHE 2022-06-28 LISA FORSYTHE 2022-06-28
001 2020-01-01 LISA FORSYTHE 2021-10-05 LISA FORSYTHE 2021-10-05
001 2019-01-01 LISA FORSYTHE 2020-10-06 LISA FORSYTHE 2020-10-06
001 2018-01-01 LISA FORSYTHE 2019-06-10 LISA FORSYTHE 2019-06-10
001 2017-01-01 LISA FORSYTHE 2018-06-26 LISA FORSYTHE 2018-06-26
001 2016-01-01 LISA FORSYTHE 2017-07-17 LISA FORSYTHE 2017-07-17
001 2015-01-01 LISA FORSYTHE 2016-07-22 LISA FORSYTHE 2016-07-22
001 2014-01-01 LISA FORSYTHE
001 2014-01-01 LISA FORSYTHE
001 2013-01-01 MAURICE F EAGAN, JR MAURICE F EAGAN, JR 2014-07-23
001 2012-01-01 MAURICE F EAGAN JR
001 2011-01-01 MAURICE EAGAN MARUICE EAGAN 2012-07-19
001 2010-01-01 MAURICE EAGAN
001 2009-01-01 MAURICE EAGAN, JR. MAURICE EAGAN, JR. 2010-09-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	LISA FORSYTHE	2023-08-09
001	2021-01-01	LISA FORSYTHE	2022-06-28	LISA FORSYTHE	2022-06-28
001	2020-01-01	LISA FORSYTHE	2021-10-05	LISA FORSYTHE	2021-10-05
001	2019-01-01	LISA FORSYTHE	2020-10-06	LISA FORSYTHE	2020-10-06
001	2018-01-01	LISA FORSYTHE	2019-06-10	LISA FORSYTHE	2019-06-10
001	2017-01-01	LISA FORSYTHE	2018-06-26	LISA FORSYTHE	2018-06-26
001	2016-01-01	LISA FORSYTHE	2017-07-17	LISA FORSYTHE	2017-07-17
001	2015-01-01	LISA FORSYTHE	2016-07-22	LISA FORSYTHE	2016-07-22
001	2014-01-01	LISA FORSYTHE
001	2014-01-01	LISA FORSYTHE
001	2013-01-01	MAURICE F EAGAN, JR		MAURICE F EAGAN, JR	2014-07-23
001	2012-01-01	MAURICE F EAGAN JR
001	2011-01-01	MAURICE EAGAN		MARUICE EAGAN	2012-07-19
001	2010-01-01	MAURICE EAGAN
001	2009-01-01	MAURICE EAGAN, JR.		MAURICE EAGAN, JR.	2010-09-20

Plan Statistics for EAGAN INSURANCE AGENCY, LLC 401(K) PLAN

401k plan membership statisitcs for EAGAN INSURANCE AGENCY, LLC 401(K) PLAN

Measure Date Value
2014: EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 86
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 17
Total of all active and inactive participants 2014-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 104
Number of participants with account balances 2014-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 77
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 17
Total of all active and inactive participants 2013-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 96
Number of participants with account balances 2013-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 74
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 14
Total of all active and inactive participants 2012-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 90
Number of participants with account balances 2012-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 70
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 11
Total of all active and inactive participants 2011-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 81
Number of participants with account balances 2011-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 78
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 78
Number of participants with account balances 2010-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 66
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 17
Total of all active and inactive participants 2009-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 83
Number of participants with account balances 2009-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 9

Measure	Date	Value
2014: EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	86
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	17
Total of all active and inactive participants	2014-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	104
Number of participants with account balances	2014-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	77
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	17
Total of all active and inactive participants	2013-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	96
Number of participants with account balances	2013-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	74
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	14
Total of all active and inactive participants	2012-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	90
Number of participants with account balances	2012-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	70
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	11
Total of all active and inactive participants	2011-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	81
Number of participants with account balances	2011-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	78
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	78
Number of participants with account balances	2010-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	66
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	17
Total of all active and inactive participants	2009-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	83
Number of participants with account balances	2009-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	9

Financial Data on EAGAN INSURANCE AGENCY, LLC 401(K) PLAN

Measure	Date	Value
2014 : EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$1,100,739
Expenses. Total of all expenses incurred	2014-12-31	$406,530
Benefits paid (including direct rollovers)	2014-12-31	$404,978
Total plan assets at end of year	2014-12-31	$7,720,098
Total plan assets at beginning of year	2014-12-31	$7,025,889
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$445,159
Contributions received from other sources (not participants or employers)	2014-12-31	$109,512
Other income received	2014-12-31	$427,631
Net income (gross income less expenses)	2014-12-31	$694,209
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,720,098
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,025,889
Assets. Value of participant loans	2014-12-31	$164,506
Total contributions received or receivable from employer(s)	2014-12-31	$118,437
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,552
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$1,408,944
Expenses. Total of all expenses incurred	2013-12-31	$194,266
Benefits paid (including direct rollovers)	2013-12-31	$192,748
Total plan assets at end of year	2013-12-31	$7,025,888
Total plan assets at beginning of year	2013-12-31	$5,811,210
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$416,316
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,518
Contributions received from other sources (not participants or employers)	2013-12-31	$37,448
Other income received	2013-12-31	$838,893
Net income (gross income less expenses)	2013-12-31	$1,214,678
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,025,888
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,811,210
Assets. Value of participant loans	2013-12-31	$190,213
Total contributions received or receivable from employer(s)	2013-12-31	$116,287
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$977,522
Expenses. Total of all expenses incurred	2012-12-31	$156,417
Benefits paid (including direct rollovers)	2012-12-31	$154,508
Total plan assets at end of year	2012-12-31	$5,811,210
Total plan assets at beginning of year	2012-12-31	$4,990,105
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$382,966
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$4,383
Other income received	2012-12-31	$485,588
Net income (gross income less expenses)	2012-12-31	$821,105
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,811,210
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,990,105
Assets. Value of participant loans	2012-12-31	$137,131
Total contributions received or receivable from employer(s)	2012-12-31	$104,585
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$851
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,058
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$370,259
Expenses. Total of all expenses incurred	2011-12-31	$49,277
Benefits paid (including direct rollovers)	2011-12-31	$48,013
Total plan assets at end of year	2011-12-31	$4,990,104
Total plan assets at beginning of year	2011-12-31	$4,669,122
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$346,958
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,264
Contributions received from other sources (not participants or employers)	2011-12-31	$43,648
Other income received	2011-12-31	$-119,581
Net income (gross income less expenses)	2011-12-31	$320,982
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,990,104
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,669,122
Assets. Value of participant loans	2011-12-31	$134,362
Total contributions received or receivable from employer(s)	2011-12-31	$99,234
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$1,012,586
Expenses. Total of all expenses incurred	2010-12-31	$148,790
Benefits paid (including direct rollovers)	2010-12-31	$141,232
Total plan assets at end of year	2010-12-31	$4,669,122
Total plan assets at beginning of year	2010-12-31	$3,805,326
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$357,300
Expenses. Other expenses not covered elsewhere	2010-12-31	$792
Contributions received from other sources (not participants or employers)	2010-12-31	$181,654
Other income received	2010-12-31	$371,296
Net income (gross income less expenses)	2010-12-31	$863,796
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,669,122
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,805,326
Assets. Value of participant loans	2010-12-31	$85,344
Total contributions received or receivable from employer(s)	2010-12-31	$102,336
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$6,766
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for EAGAN INSURANCE AGENCY, LLC 401(K) PLAN

2014: EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: EAGAN INSURANCE AGENCY, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-806266

Policy instance

Insurance contract or identification number	GA-806266
Number of Individuals Covered	96
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-806266

Policy instance

Insurance contract or identification number	GA-806266
Number of Individuals Covered	81
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
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?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-806266

Policy instance

Insurance contract or identification number	GA-806266
Number of Individuals Covered	78
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
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?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	EAGAN INSURANCE AGENCY, LLC.
Employer identification number (EIN):	720465413
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages