401k Plan data: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN plan

PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN
Plan identification number	001

PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PREFERRED MANAGEMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: PREFERRED MANAGEMENT CORPORATION

Employer identification number (EIN): 731312311

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about PREFERRED MANAGEMENT CORPORATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 2011-12-19

Company Identification Number: C3430810

Legal Registered Office Address: 17141 Murphy Ave. #5C

Irvine
United States of America (USA)
92614

More information about PREFERRED MANAGEMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 DONALD A FREEMAN DONALD A FREEMAN 2019-07-25
001 2017-01-01 DONALD A FREEMAN DONALD A FREEMAN 2018-07-23
001 2016-01-01 DONALD A FREEMAN DONALD A FREEMAN 2017-08-07
001 2015-01-01 DONALD A FREEMAN DONALD A FREEMAN 2016-07-18
001 2014-01-01 DONALD A FREEMAN DONALD A FREEMAN 2015-08-14
001 2013-01-01 DONALD FREEMAN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	DONALD A FREEMAN	DONALD A FREEMAN	2019-07-25
001	2017-01-01	DONALD A FREEMAN	DONALD A FREEMAN	2018-07-23
001	2016-01-01	DONALD A FREEMAN	DONALD A FREEMAN	2017-08-07
001	2015-01-01	DONALD A FREEMAN	DONALD A FREEMAN	2016-07-18
001	2014-01-01	DONALD A FREEMAN	DONALD A FREEMAN	2015-08-14
001	2013-01-01	DONALD FREEMAN

Plan Statistics for PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN

Measure Date Value
2022: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 795
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 603
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 129
Total of all active and inactive participants 2022-01-01 734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 736
Number of participants with account balances 2022-01-01 535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 30
2021: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 741
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 637
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 119
Total of all active and inactive participants 2021-01-01 757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 758
Number of participants with account balances 2021-01-01 534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 45
2020: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 759
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 585
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 104
Total of all active and inactive participants 2020-01-01 690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 690
Number of participants with account balances 2020-01-01 521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 30
2019: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 748
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 590
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 128
Total of all active and inactive participants 2019-01-01 718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 718
Number of participants with account balances 2019-01-01 538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 31
2018: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 737
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 600
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 102
Total of all active and inactive participants 2018-01-01 702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 702
Number of participants with account balances 2018-01-01 510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 27
2017: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 719
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 595
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 97
Total of all active and inactive participants 2017-01-01 692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 692
Number of participants with account balances 2017-01-01 502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 40
2016: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 702
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 585
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 77
Total of all active and inactive participants 2016-01-01 663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 663
Number of participants with account balances 2016-01-01 485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 22
2015: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 666
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 570
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 74
Total of all active and inactive participants 2015-01-01 645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 645
Number of participants with account balances 2015-01-01 456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 561
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 447
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 59
Total of all active and inactive participants 2014-01-01 506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 506
Number of participants with account balances 2014-01-01 356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 14
2013: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 555
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 468
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 28
Total of all active and inactive participants 2013-01-01 496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 496
Number of participants with account balances 2013-01-01 328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 28

Measure	Date	Value
2022: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	795
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	603
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	129
Total of all active and inactive participants	2022-01-01	734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	736
Number of participants with account balances	2022-01-01	535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	30
2021: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	741
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	637
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	119
Total of all active and inactive participants	2021-01-01	757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	758
Number of participants with account balances	2021-01-01	534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	45
2020: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	759
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	585
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	104
Total of all active and inactive participants	2020-01-01	690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	690
Number of participants with account balances	2020-01-01	521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	30
2019: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	748
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	590
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	128
Total of all active and inactive participants	2019-01-01	718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	718
Number of participants with account balances	2019-01-01	538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	31
2018: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	737
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	600
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	102
Total of all active and inactive participants	2018-01-01	702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	702
Number of participants with account balances	2018-01-01	510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	27
2017: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	719
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	595
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	97
Total of all active and inactive participants	2017-01-01	692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	692
Number of participants with account balances	2017-01-01	502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	40
2016: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	702
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	585
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	77
Total of all active and inactive participants	2016-01-01	663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	663
Number of participants with account balances	2016-01-01	485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	22
2015: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	666
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	570
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	74
Total of all active and inactive participants	2015-01-01	645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	645
Number of participants with account balances	2015-01-01	456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	561
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	447
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	59
Total of all active and inactive participants	2014-01-01	506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	506
Number of participants with account balances	2014-01-01	356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	14
2013: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	555
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	468
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	28
Total of all active and inactive participants	2013-01-01	496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	496
Number of participants with account balances	2013-01-01	328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	28

Financial Data on PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-830,003
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,300,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,282,723
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$450
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,893,593
Value of total assets at end of year	2022-12-31	$13,523,579
Value of total assets at beginning of year	2022-12-31	$15,654,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$17,391
Total interest from all sources	2022-12-31	$25,558
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$1,790,587
Participant contributions at end of year	2022-12-31	$312,881
Participant contributions at beginning of year	2022-12-31	$333,340
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$17,330
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	$-2,130,567
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,523,579
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,654,146
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 pooled separate accounts at end of year	2022-12-31	$12,774,246
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$15,013,876
Interest on participant loans	2022-12-31	$19,304
Interest earned on other investments	2022-12-31	$6,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$436,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$306,930
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Net investment gain/loss from pooled separate accounts	2022-12-31	$-2,749,154
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	No
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	$85,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,282,723
Contract administrator fees	2022-12-31	$17,391
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	DWC CPAS AND ADVISORS
Accountancy firm EIN	2022-12-31	840795096
2021 : PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,082,893
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$574,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$556,770
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$381
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,343,962
Value of total assets at end of year	2021-12-31	$15,654,146
Value of total assets at beginning of year	2021-12-31	$12,145,848
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$17,444
Total interest from all sources	2021-12-31	$22,156
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,729,996
Participant contributions at end of year	2021-12-31	$333,340
Participant contributions at beginning of year	2021-12-31	$282,447
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$532,825
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	$3,508,298
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,654,146
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,145,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$15,013,876
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$11,581,982
Interest on participant loans	2021-12-31	$17,608
Interest earned on other investments	2021-12-31	$4,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$306,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$281,419
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,716,775
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	$81,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$556,770
Contract administrator fees	2021-12-31	$17,444
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	EIDE BAILLYS
Accountancy firm EIN	2021-12-31	450250958
2020 : PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS 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	$3,288,152
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$607,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$585,466
Expenses. Certain deemed distributions of participant loans	2020-12-31	$7,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,671,256
Value of total assets at end of year	2020-12-31	$12,145,848
Value of total assets at beginning of year	2020-12-31	$9,464,950
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$14,245
Total interest from all sources	2020-12-31	$23,434
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,560,318
Participant contributions at end of year	2020-12-31	$282,447
Participant contributions at beginning of year	2020-12-31	$287,609
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$31,015
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	$2,680,898
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,145,848
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,464,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$11,581,982
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$8,959,651
Interest on participant loans	2020-12-31	$19,520
Interest earned on other investments	2020-12-31	$3,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$281,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$217,690
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,593,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$79,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$585,466
Contract administrator fees	2020-12-31	$14,245
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	EIDE BAILLY LLP
Accountancy firm EIN	2020-12-31	450250958
2019 : PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2019 401k financial data
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 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	$3,150,429
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$420,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$393,707
Expenses. Certain deemed distributions of participant loans	2019-12-31	$15,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,616,627
Value of total assets at end of year	2019-12-31	$9,464,950
Value of total assets at beginning of year	2019-12-31	$6,734,759
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,944
Total interest from all sources	2019-12-31	$19,563
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,502,415
Participant contributions at end of year	2019-12-31	$287,609
Participant contributions at beginning of year	2019-12-31	$216,870
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$37,474
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	$2,730,191
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,464,950
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,734,759
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$8,959,651
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$6,308,118
Interest on participant loans	2019-12-31	$16,117
Interest earned on other investments	2019-12-31	$3,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$217,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$209,771
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,514,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
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	$76,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$393,707
Contract administrator fees	2019-12-31	$10,944
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DALBY, WENDLAND & CO., P.C.
Accountancy firm EIN	2019-12-31	840795096
2018 : PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS 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	$988,562
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$507,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$491,568
Expenses. Certain deemed distributions of participant loans	2018-12-31	$4,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,426,571
Value of total assets at end of year	2018-12-31	$6,734,759
Value of total assets at beginning of year	2018-12-31	$6,253,669
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$11,847
Total interest from all sources	2018-12-31	$16,923
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,319,824
Participant contributions at end of year	2018-12-31	$216,870
Participant contributions at beginning of year	2018-12-31	$186,664
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$40,525
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	$481,090
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,734,759
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,253,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$6,308,118
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$5,757,200
Interest on participant loans	2018-12-31	$13,320
Interest earned on other investments	2018-12-31	$3,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$209,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$309,805
Net investment gain/loss from pooled separate accounts	2018-12-31	$-454,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$66,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$491,568
Contract administrator fees	2018-12-31	$11,847
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	DALBY, WENDLAND & CO., P.C.
Accountancy firm EIN	2018-12-31	840795096
2017 : PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,129,414
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$563,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$542,159
Expenses. Certain deemed distributions of participant loans	2017-12-31	$12,594
Value of total corrective distributions	2017-12-31	$66
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,364,518
Value of total assets at end of year	2017-12-31	$6,253,669
Value of total assets at beginning of year	2017-12-31	$4,687,581
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$8,507
Total interest from all sources	2017-12-31	$14,754
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,295,910
Participant contributions at end of year	2017-12-31	$186,664
Participant contributions at beginning of year	2017-12-31	$151,394
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,566,088
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,253,669
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,687,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$5,757,200
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$4,329,960
Interest on participant loans	2017-12-31	$10,528
Interest earned on other investments	2017-12-31	$4,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$309,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$206,227
Net investment gain/loss from pooled separate accounts	2017-12-31	$750,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$66,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$542,159
Contract administrator fees	2017-12-31	$8,507
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DALBY, WENDLAND & CO., P.C.
Accountancy firm EIN	2017-12-31	840795096
2016 : PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,646,039
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$254,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$245,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,327,748
Value of total assets at end of year	2016-12-31	$4,687,581
Value of total assets at beginning of year	2016-12-31	$3,295,814
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,917
Total interest from all sources	2016-12-31	$8,536
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,255,047
Participant contributions at end of year	2016-12-31	$151,394
Participant contributions at beginning of year	2016-12-31	$75,664
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$6,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,391,767
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,687,581
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,295,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$4,329,960
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,131,109
Interest on participant loans	2016-12-31	$5,896
Interest earned on other investments	2016-12-31	$2,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$206,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$89,041
Net investment gain/loss from pooled separate accounts	2016-12-31	$309,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$66,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$245,355
Contract administrator fees	2016-12-31	$8,917
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DALBY, WENDLAND & CO., P.C.
Accountancy firm EIN	2016-12-31	840795096
2015 : PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,179,126
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$208,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$198,464
Value of total corrective distributions	2015-12-31	$3,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,231,075
Value of total assets at end of year	2015-12-31	$3,295,814
Value of total assets at beginning of year	2015-12-31	$2,325,295
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$6,201
Total interest from all sources	2015-12-31	$3,707
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$350,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,052,147
Participant contributions at end of year	2015-12-31	$75,664
Participant contributions at beginning of year	2015-12-31	$28,978
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$124,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$970,519
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,295,814
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,325,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$3,131,109
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,248,002
Interest on participant loans	2015-12-31	$2,626
Interest earned on other investments	2015-12-31	$1,081
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$89,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$48,315
Net investment gain/loss from pooled separate accounts	2015-12-31	$-55,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$54,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$198,464
Contract administrator fees	2015-12-31	$6,201
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DALBY, WENDLAND & CO., P.C.
Accountancy firm EIN	2015-12-31	840795096
2014 : PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,220,069
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$113,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$103,186
Value of total corrective distributions	2014-12-31	$6,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,105,448
Value of total assets at end of year	2014-12-31	$2,325,295
Value of total assets at beginning of year	2014-12-31	$1,218,613
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,802
Total interest from all sources	2014-12-31	$1,685
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$300,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$922,945
Participant contributions at end of year	2014-12-31	$28,978
Participant contributions at beginning of year	2014-12-31	$9,119
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$136,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,106,682
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,325,295
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,218,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,248,002
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,194,911
Interest on participant loans	2014-12-31	$1,148
Interest earned on other investments	2014-12-31	$537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$48,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$14,583
Net investment gain/loss from pooled separate accounts	2014-12-31	$112,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$45,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$103,186
Contract administrator fees	2014-12-31	$3,802
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DALBY, WENDLAND & CO., P.C.
Accountancy firm EIN	2014-12-31	840795096
2013 : PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,264,871
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$46,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$43,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,153,836
Value of total assets at end of year	2013-12-31	$1,218,613
Value of total assets at beginning of year	2013-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,341
Total interest from all sources	2013-12-31	$202
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$300,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$993,376
Participant contributions at end of year	2013-12-31	$9,119
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$103,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,218,613
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,218,613
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,194,911
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$125
Interest earned on other investments	2013-12-31	$77
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$14,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$110,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$56,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$43,917
Contract administrator fees	2013-12-31	$2,341
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	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DALBY, WENDLAND & CO., P.C.
Accountancy firm EIN	2013-12-31	840795096

Form 5500 Responses for PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN

2022: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS 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: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS 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: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS 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: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS 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: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS 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: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS 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
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PREFERRED MANAGEMENT CORPORATION RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
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
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

068047

Policy instance

Insurance contract or identification number	068047
Number of Individuals Covered	736
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $67,612
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $67,612
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

068047

Policy instance

Insurance contract or identification number	068047
Number of Individuals Covered	758
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $68,079
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $68,079
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

068047

Policy instance

Insurance contract or identification number	068047
Number of Individuals Covered	690
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $49,452
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $49,452
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

068047

Policy instance

Insurance contract or identification number	068047
Number of Individuals Covered	718
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $40,639
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $40,639
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

068047

Policy instance

Insurance contract or identification number	068047
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $33,155
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $33,155
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

068047

Policy instance

Insurance contract or identification number	068047
Number of Individuals Covered	692
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $26,773
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22,644
Insurance broker organization code?	3
Insurance broker name	CETERA ADVISOR NETWORKS, LLC

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

068047

Policy instance

Insurance contract or identification number	068047
Number of Individuals Covered	645
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $14,443
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
Commission paid to Insurance Broker	USD $14,443
Insurance broker organization code?	3
Insurance broker name	SECURIAN FINANCIAL SERVICES, I

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

068047

Policy instance

Insurance contract or identification number	068047
Number of Individuals Covered	601
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $9,688
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
Commission paid to Insurance Broker	USD $9,688
Insurance broker organization code?	3
Insurance broker name	SECURIAN FINANCIAL SERVICES, I

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

068047

Policy instance

Insurance contract or identification number	068047
Number of Individuals Covered	496
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $11,539
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
Commission paid to Insurance Broker	USD $11,539
Insurance broker organization code?	3
Insurance broker name	SECURIAN FINANCIAL SERVICES, I

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Company Name:	PREFERRED MANAGEMENT CORPORATION
Employer identification number (EIN):	731312311
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	2011-12-19
Company Identification Number:	C3430810
Legal Registered Office Address:	17141 Murphy Ave. #5C Irvine United States of America (USA) 92614