401k Plan data: HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN plan

HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 401k Plan overview

Plan Name	HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN
Plan identification number	001

HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K 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

THE LITTLETON GROUP WESTERN DIVISION, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE LITTLETON GROUP WESTERN DIVISION, INC.

Employer identification number (EIN): 760154645

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K 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
001 2017-01-01 LAURIE RICHOUX 2018-06-15
001 2016-01-01 LAURIE RICHOUX 2017-06-23
001 2015-01-01 BRIDGETTE DE LA CRUZ 2016-06-20
001 2014-01-01 BRIDGETTE DELACRUZ 2015-09-10
001 2013-01-01 BRIDGETTE DELACRUZ 2014-10-03
001 2012-01-01 BRIDGETTE HAYTER 2013-09-16 BRIDGETTE HAYTER 2013-09-16
001 2011-01-01 BRIDGETTE HAYTER 2012-07-31 BRIDGETTE HAYTER 2012-07-31
001 2010-01-01 BRIDGETTE HAYTER 2011-07-29 BRIDGETTE HAYTER 2011-07-29
001 2008-01-01 BRIDGETTE HAYTER BRIDGETTE HAYTER 2011-01-07

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
001	2017-01-01	LAURIE RICHOUX	2018-06-15
001	2016-01-01	LAURIE RICHOUX	2017-06-23
001	2015-01-01	BRIDGETTE DE LA CRUZ	2016-06-20
001	2014-01-01	BRIDGETTE DELACRUZ	2015-09-10
001	2013-01-01	BRIDGETTE DELACRUZ	2014-10-03
001	2012-01-01	BRIDGETTE HAYTER	2013-09-16	BRIDGETTE HAYTER	2013-09-16
001	2011-01-01	BRIDGETTE HAYTER	2012-07-31	BRIDGETTE HAYTER	2012-07-31
001	2010-01-01	BRIDGETTE HAYTER	2011-07-29	BRIDGETTE HAYTER	2011-07-29
001	2008-01-01	BRIDGETTE HAYTER		BRIDGETTE HAYTER	2011-01-07

Plan Statistics for HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN

401k plan membership statisitcs for HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN

Measure Date Value
2022: HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 128
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 14
Total of all active and inactive participants 2022-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 142
Number of participants with account balances 2022-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 127
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 10
Total of all active and inactive participants 2021-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 137
Number of participants with account balances 2021-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 121
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 129
Number of participants with account balances 2020-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 119
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 13
Total of all active and inactive participants 2019-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 132
Number of participants with account balances 2019-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 94
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 19
Total of all active and inactive participants 2018-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 113
Number of participants with account balances 2018-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2008: HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 46
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 46
Number of participants with account balances 2008-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0

Measure	Date	Value
2022: HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	128
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	14
Total of all active and inactive participants	2022-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	142
Number of participants with account balances	2022-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	127
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	10
Total of all active and inactive participants	2021-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	137
Number of participants with account balances	2021-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	121
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	129
Number of participants with account balances	2020-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	119
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	13
Total of all active and inactive participants	2019-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	132
Number of participants with account balances	2019-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	94
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	19
Total of all active and inactive participants	2018-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	113
Number of participants with account balances	2018-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2008: HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	46
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	46
Number of participants with account balances	2008-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0

Financial Data on HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN

Measure	Date	Value
2022 : HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-125,833
Total of all expenses incurred	2022-12-31	$68,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$66,738
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$454,329
Value of total assets at end of year	2022-12-31	$4,117,311
Value of total assets at beginning of year	2022-12-31	$4,311,617
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,735
Total interest from all sources	2022-12-31	$1,095
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,918
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$450,000
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	$316,999
Participant contributions at end of year	2022-12-31	$43,352
Participant contributions at beginning of year	2022-12-31	$4,684
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$137,330
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
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	$-194,306
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,117,311
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,311,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,933,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$44,559
Interest on participant loans	2022-12-31	$1,095
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$4,258,958
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$140,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,416
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-584,175
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	$0
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$66,738
Contract administrator fees	2022-12-31	$1,735
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	PRICEKUBECKA, PLLC
Accountancy firm EIN	2022-12-31	752783674
2021 : HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$837,783
Total of all expenses incurred	2021-12-31	$94,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$51,821
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$41,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$378,545
Value of total assets at end of year	2021-12-31	$4,311,617
Value of total assets at beginning of year	2021-12-31	$3,568,390
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$995
Total interest from all sources	2021-12-31	$592
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
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$265,000
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	$371,706
Participant contributions at end of year	2021-12-31	$4,684
Participant contributions at beginning of year	2021-12-31	$14,602
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$6,839
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
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	$743,227
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,311,617
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,568,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$44,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$19,247
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$592
Value of interest in common/collective trusts at end of year	2021-12-31	$4,258,958
Value of interest in common/collective trusts at beginning of year	2021-12-31	$3,428,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$105,770
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$458,646
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	No
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	$0
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$51,821
Contract administrator fees	2021-12-31	$995
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	Disclaimer
Accountancy firm name	2021-12-31	PRICEKUBECKA, PLLC
Accountancy firm EIN	2021-12-31	752783674
2020 : HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$747,905
Total of all expenses incurred	2020-12-31	$433,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$403,602
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$25,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$360,765
Value of total assets at end of year	2020-12-31	$3,568,390
Value of total assets at beginning of year	2020-12-31	$3,254,271
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,645
Total interest from all sources	2020-12-31	$1,397
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
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$450,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
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	$353,294
Participant contributions at end of year	2020-12-31	$14,602
Participant contributions at beginning of year	2020-12-31	$28,662
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$7,471
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$568
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	$314,119
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,568,390
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,254,271
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
Investment advisory and management fees	2020-12-31	$4,645
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$19,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,143,870
Interest on participant loans	2020-12-31	$1,397
Value of interest in common/collective trusts at end of year	2020-12-31	$3,428,771
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$105,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$81,739
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from pooled separate accounts	2020-12-31	$385,175
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	$0
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$403,602
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	2020-12-31	Yes
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	PRICEKUBECKA, PLLC
Accountancy firm EIN	2020-12-31	752783674
2019 : HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$797,818
Total of all expenses incurred	2019-12-31	$39,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$38,143
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$319,241
Value of total assets at end of year	2019-12-31	$3,254,271
Value of total assets at beginning of year	2019-12-31	$2,496,265
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,669
Total interest from all sources	2019-12-31	$2,328
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
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$265,000
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	$308,619
Participant contributions at end of year	2019-12-31	$28,662
Participant contributions at beginning of year	2019-12-31	$43,790
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$10,622
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
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	$758,006
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,254,271
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,496,265
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
Investment advisory and management fees	2019-12-31	$1,669
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,143,870
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,452,475
Interest on participant loans	2019-12-31	$2,328
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$81,739
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$476,249
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	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$38,143
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	PRICEKUBECKA, PLLC
Accountancy firm EIN	2019-12-31	752783674
2018 : HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$80,963
Total of all expenses incurred	2018-12-31	$182,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$181,156
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$211,836
Value of total assets at end of year	2018-12-31	$2,496,265
Value of total assets at beginning of year	2018-12-31	$2,597,468
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,010
Total interest from all sources	2018-12-31	$3,245
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
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$265,000
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	$211,016
Participant contributions at end of year	2018-12-31	$43,790
Participant contributions at beginning of year	2018-12-31	$58,286
Participant contributions at end of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
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	$-101,203
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,496,265
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,597,468
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
Investment advisory and management fees	2018-12-31	$1,010
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,452,475
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,539,182
Interest on participant loans	2018-12-31	$3,245
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$-134,118
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	$820
Employer contributions (assets) at end of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$181,156
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	WEAVER L.L.P.
Accountancy firm EIN	2018-12-31	750786316
2008 : HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2008 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-12-31	$0

Form 5500 Responses for HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN

2022: HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
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: HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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
2008: HUEY T. LITTLETON CLAIMS SERVICE OF WEST TEXAS, INC. 401K SAVINGS PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-849441

Policy instance

Insurance contract or identification number	GA-849441
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $8,413
Total amount of fees paid to insurance company	USD $1,052
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,413
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION REPORTABLE
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

761719-01

Policy instance

Insurance contract or identification number	761719-01
Number of Individuals Covered	64
Insurance policy start date	2022-06-18
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $8,700
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,350
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-849441

Policy instance

Insurance contract or identification number	GA-849441
Number of Individuals Covered	62
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $8,436
Total amount of fees paid to insurance company	USD $2,209
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,436
Additional information about fees paid to insurance broker	COMMISSION REPORTABLE
Insurance broker organization code?	3
Amount paid for insurance broker fees	2209

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

FVL9

Policy instance

Insurance contract or identification number	FVL9
Number of Individuals Covered	63
Insurance policy start date	2020-01-01
Insurance policy end date	2020-03-31
Total amount of commissions paid to insurance broker	USD $3,226
Total amount of fees paid to insurance company	USD $403
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,226
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-849441

Policy instance

Insurance contract or identification number	GA-849441
Number of Individuals Covered	61
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $31,331
Total amount of fees paid to insurance company	USD $7,288
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $31,331
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

FVL9

Policy instance

Insurance contract or identification number	FVL9
Number of Individuals Covered	67
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $11,133
Total amount of fees paid to insurance company	USD $1,539
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,133
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP 29922

Policy instance

Insurance contract or identification number	GP 29922
Number of Individuals Covered	61
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $10,175
Total amount of fees paid to insurance company	USD $1,651
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,175
Insurance broker organization code?	3
Amount paid for insurance broker fees	1651
Additional information about fees paid to insurance broker	TPA FEES

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Company Name:	THE LITTLETON GROUP WESTERN DIVISION, INC.
Employer identification number (EIN):	760154645
NAIC Classification:	524290