401k Plan data: MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN plan

MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN
Plan identification number	001

MCGOVERN AUTO GROUP 401(K) 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MCGOVERN AUTOMOTIVE GROUP has sponsored the creation of one or more 401k plans.

Company Name: MCGOVERN AUTOMOTIVE GROUP

Employer identification number (EIN): 812825767

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCGOVERN AUTO GROUP 401(K) 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 MARK WALKER 2021-09-20
001 2019-01-01 MARK WALKER 2020-09-14
001 2018-01-01 MARK WALKER 2019-10-04
001 2017-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01	MARK WALKER	2021-09-20
001	2019-01-01	MARK WALKER	2020-09-14
001	2018-01-01	MARK WALKER	2019-10-04
001	2017-01-01

Plan Statistics for MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN

401k plan membership statisitcs for MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN

Measure Date Value
2022: MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 967
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,173
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 143
Total of all active and inactive participants 2022-01-01 1,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,316
Number of participants with account balances 2022-01-01 630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 39
2021: MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 785
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 817
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 124
Total of all active and inactive participants 2021-01-01 941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 941
Number of participants with account balances 2021-01-01 434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 25
2020: MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 744
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 663
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 117
Total of all active and inactive participants 2020-01-01 780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 780
Number of participants with account balances 2020-01-01 352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 27
2019: MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 657
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 653
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 87
Total of all active and inactive participants 2019-01-01 740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 740
Number of participants with account balances 2019-01-01 303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 31
2018: MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 438
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 567
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 54
Total of all active and inactive participants 2018-01-01 621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 621
Number of participants with account balances 2018-01-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 20
2017: MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 388
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 41
Total of all active and inactive participants 2017-01-01 429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 429
Number of participants with account balances 2017-01-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11

Measure	Date	Value
2022: MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	967
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,173
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	143
Total of all active and inactive participants	2022-01-01	1,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,316
Number of participants with account balances	2022-01-01	630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	39
2021: MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	785
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	817
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	124
Total of all active and inactive participants	2021-01-01	941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	941
Number of participants with account balances	2021-01-01	434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	25
2020: MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	744
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	663
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	117
Total of all active and inactive participants	2020-01-01	780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	780
Number of participants with account balances	2020-01-01	352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	27
2019: MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	657
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	653
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	87
Total of all active and inactive participants	2019-01-01	740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	740
Number of participants with account balances	2019-01-01	303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	31
2018: MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	438
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	567
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	54
Total of all active and inactive participants	2018-01-01	621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	621
Number of participants with account balances	2018-01-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	20
2017: MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	388
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	41
Total of all active and inactive participants	2017-01-01	429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	429
Number of participants with account balances	2017-01-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11

Financial Data on MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN

Measure	Date	Value
2022 : MCGOVERN AUTO GROUP 401(K) 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	$591,366
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,075,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,005,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,037,181
Value of total assets at end of year	2022-12-31	$21,501,954
Value of total assets at beginning of year	2022-12-31	$21,985,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$70,003
Total interest from all sources	2022-12-31	$24,150
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	$3,462,044
Participant contributions at end of year	2022-12-31	$8,205
Participant contributions at beginning of year	2022-12-31	$19,200
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$836,267
Other income not declared elsewhere	2022-12-31	$11,427
Administrative expenses (other) incurred	2022-12-31	$70,003
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	$-483,774
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$21,501,954
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$21,985,728
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	$19,089,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$19,825,159
Interest on participant loans	2022-12-31	$411
Interest earned on other investments	2022-12-31	$23,739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,404,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,141,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,825,554
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,655,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$738,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,005,137
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	WITHUM SMITH & BROWN, PC
Accountancy firm EIN	2022-12-31	222027092
2021 : MCGOVERN AUTO GROUP 401(K) 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	$6,297,991
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,284,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,272,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,460,452
Value of total assets at end of year	2021-12-31	$21,985,728
Value of total assets at beginning of year	2021-12-31	$16,971,953
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$12,037
Total interest from all sources	2021-12-31	$38,199
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
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	$2,369,800
Participant contributions at end of year	2021-12-31	$19,200
Participant contributions at beginning of year	2021-12-31	$27,891
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,805,637
Other income not declared elsewhere	2021-12-31	$22,357
Administrative expenses (other) incurred	2021-12-31	$12,037
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	$5,013,775
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$21,985,728
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$16,971,953
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	$19,825,159
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$14,109,323
Interest on participant loans	2021-12-31	$816
Interest earned on other investments	2021-12-31	$37,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,141,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,834,739
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,776,983
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	$285,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,272,179
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	O'CONNOR AND DREW, PC
Accountancy firm EIN	2021-12-31	043000523
2020 : MCGOVERN AUTO GROUP 401(K) 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	$4,554,602
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,639,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,626,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,032,783
Value of total assets at end of year	2020-12-31	$16,971,953
Value of total assets at beginning of year	2020-12-31	$14,056,375
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$12,102
Total interest from all sources	2020-12-31	$38,624
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	$1,439,849
Participant contributions at end of year	2020-12-31	$27,891
Participant contributions at beginning of year	2020-12-31	$40,018
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$405,135
Other income not declared elsewhere	2020-12-31	$7,201
Administrative expenses (other) incurred	2020-12-31	$12,102
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	$2,915,578
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$16,971,953
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$14,056,375
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	$14,109,323
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$11,844,817
Interest on participant loans	2020-12-31	$1,278
Interest earned on other investments	2020-12-31	$37,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,834,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,171,540
Net investment gain/loss from pooled separate accounts	2020-12-31	$2,475,994
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	$187,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,626,922
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	Unqualified
Accountancy firm name	2020-12-31	O'CONNOR AND DREW, PC
Accountancy firm EIN	2020-12-31	043000523
2019 : MCGOVERN AUTO GROUP 401(K) 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	$4,520,378
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,245,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,221,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,244,958
Value of total assets at end of year	2019-12-31	$14,056,375
Value of total assets at beginning of year	2019-12-31	$10,781,091
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$23,170
Total interest from all sources	2019-12-31	$23,523
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	$1,283,693
Participant contributions at end of year	2019-12-31	$40,018
Participant contributions at beginning of year	2019-12-31	$51,804
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$805,946
Other income not declared elsewhere	2019-12-31	$20,760
Administrative expenses (other) incurred	2019-12-31	$23,170
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	$3,275,284
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,056,375
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,781,091
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	$11,844,817
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$9,703,462
Interest on participant loans	2019-12-31	$1,627
Interest earned on other investments	2019-12-31	$21,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,171,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,025,825
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,231,137
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	$155,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,221,924
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	O'CONNOR AND DREW, PC
Accountancy firm EIN	2019-12-31	043000523
2018 : MCGOVERN AUTO GROUP 401(K) 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	$920,595
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,085,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,082,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,615,658
Value of total assets at end of year	2018-12-31	$10,781,091
Value of total assets at beginning of year	2018-12-31	$10,945,527
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,925
Total interest from all sources	2018-12-31	$15,974
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	Yes
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	$1,014,477
Participant contributions at end of year	2018-12-31	$51,804
Participant contributions at beginning of year	2018-12-31	$71,122
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$472,807
Administrative expenses (other) incurred	2018-12-31	$2,925
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	$-164,436
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,781,091
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,945,527
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	$9,703,462
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$9,797,523
Interest on participant loans	2018-12-31	$2,153
Interest earned on other investments	2018-12-31	$13,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,025,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,076,882
Net investment gain/loss from pooled separate accounts	2018-12-31	$-711,037
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	$128,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,082,106
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
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	O'CONNOR AND DREW, PC
Accountancy firm EIN	2018-12-31	043000523
2017 : MCGOVERN AUTO GROUP 401(K) 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	$3,885,195
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$597,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$595,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,439,745
Value of total assets at end of year	2017-12-31	$10,945,527
Value of total assets at beginning of year	2017-12-31	$7,657,520
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,740
Total interest from all sources	2017-12-31	$15,953
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	Yes
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	$773,105
Participant contributions at end of year	2017-12-31	$71,122
Participant contributions at beginning of year	2017-12-31	$69,268
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,567,490
Administrative expenses (other) incurred	2017-12-31	$1,740
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	$3,288,007
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,945,527
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,657,520
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	$9,797,523
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$6,621,066
Interest on participant loans	2017-12-31	$2,556
Interest earned on other investments	2017-12-31	$13,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,076,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$967,186
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,429,497
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	$99,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$595,448
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
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	O'CONNOR AND DREW, PC
Accountancy firm EIN	2017-12-31	043000523

Form 5500 Responses for MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN

2022: MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple 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: MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple 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: MCGOVERN AUTO GROUP 401(K) 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: MCGOVERN AUTO GROUP 401(K) 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: MCGOVERN AUTO GROUP 401(K) 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: MCGOVERN AUTO GROUP 401(K) 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

Insurance Providers Used on plan

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

Policy contract number

802633-000

Policy instance

Insurance contract or identification number	802633-000
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $7,802
Total amount of fees paid to insurance company	USD $5,173
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 $7,802
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	INSURANCE AGENT OR BROKER
Insurance broker organization code?	3

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

Policy contract number

513950

Policy instance

Insurance contract or identification number	513950
Number of Individuals Covered	630
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $2,495
Total amount of fees paid to insurance company	USD $15,658
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 $0
Amount paid for insurance broker fees	15658
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATOR
Insurance broker organization code?	5

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

Policy contract number

802633-000

Policy instance

Insurance contract or identification number	802633-000
Number of Individuals Covered	434
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $29,552
Total amount of fees paid to insurance company	USD $19,990
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 $29,552
Insurance broker organization code?	3
Amount paid for insurance broker fees	19990
Additional information about fees paid to insurance broker	TPA ADMINISTRATOR ALLOWANCE

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

Policy contract number

802633-000

Policy instance

Insurance contract or identification number	802633-000
Number of Individuals Covered	352
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $21,463
Total amount of fees paid to insurance company	USD $14,401
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 $21,463
Insurance broker organization code?	3
Amount paid for insurance broker fees	14401
Additional information about fees paid to insurance broker	TPA ADMINISTRATOR ALLOWANCE

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

Policy contract number

802633-000

Policy instance

Insurance contract or identification number	802633-000
Number of Individuals Covered	303
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $18,316
Total amount of fees paid to insurance company	USD $12,330
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 $18,316
Insurance broker organization code?	3
Amount paid for insurance broker fees	12330
Additional information about fees paid to insurance broker	TPA ADMINISTRATOR ALLOWANCE

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

Policy contract number

802633-000

Policy instance

Insurance contract or identification number	802633-000
Number of Individuals Covered	254
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $16,766
Total amount of fees paid to insurance company	USD $11,224
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 $16,766
Insurance broker organization code?	3
Amount paid for insurance broker fees	11224
Additional information about fees paid to insurance broker	TPA ADMINISTRATOR ALLOWANCE

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

Policy contract number

802633-000

Policy instance

Insurance contract or identification number	802633-000
Number of Individuals Covered	194
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $13,782
Total amount of fees paid to insurance company	USD $9,287
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 $13,782
Insurance broker organization code?	3
Amount paid for insurance broker fees	9287
Additional information about fees paid to insurance broker	TPA ADMINISTRATOR ALLOWANCE
Insurance broker name	THE ANGELL PENSION GROUP, INC.

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Company Name:	MCGOVERN AUTOMOTIVE GROUP
Employer identification number (EIN):	812825767
NAIC Classification:	441110
NAIC Description:	New Car Dealers