401k Plan data: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN plan

LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN
Plan identification number	004

LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LYONS MAGNUS, LLC has sponsored the creation of one or more 401k plans.

Company Name: LYONS MAGNUS, LLC

Employer identification number (EIN): 822966358

NAIC Classification: 424400

Additional information about LYONS MAGNUS, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2017-10-11

Company Identification Number: 0802835463

Legal Registered Office Address: 3158 E HAMILTON AVE

FRESNO
United States of America (USA)
93702

More information about LYONS MAGNUS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01 CRAIG BERGSTROM 2023-10-12
004 2021-01-01 CRAIG BERGSTROM 2023-01-13
004 2020-01-01 CRAIG BERGSTROM 2021-10-15
004 2019-01-01 CRAIG BERGSTROM 2020-10-13
004 2018-01-01 CRAIG BERGSTROM 2019-10-15
004 2017-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2022-01-01	CRAIG BERGSTROM	2023-10-12
004	2021-01-01	CRAIG BERGSTROM	2023-01-13
004	2020-01-01	CRAIG BERGSTROM	2021-10-15
004	2019-01-01	CRAIG BERGSTROM	2020-10-13
004	2018-01-01	CRAIG BERGSTROM	2019-10-15
004	2017-01-01

Plan Statistics for LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN

Measure Date Value
2022: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,181
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 961
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 273
Total of all active and inactive participants 2022-01-01 1,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 6
Total participants 2022-01-01 1,245
Number of participants with account balances 2022-01-01 1,130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 103
2021: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,019
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 979
Number of retired or separated participants receiving benefits 2021-01-01 6
Number of other retired or separated participants entitled to future benefits 2021-01-01 188
Total of all active and inactive participants 2021-01-01 1,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 8
Total participants 2021-01-01 1,181
Number of participants with account balances 2021-01-01 1,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 50
2020: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,094
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 829
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 184
Total of all active and inactive participants 2020-01-01 1,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 4
Total participants 2020-01-01 1,019
Number of participants with account balances 2020-01-01 932
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 35
2019: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 873
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,019
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 68
Total of all active and inactive participants 2019-01-01 1,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 1,094
Number of participants with account balances 2019-01-01 920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 36
2018: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 838
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 765
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 104
Total of all active and inactive participants 2018-01-01 871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 873
Number of participants with account balances 2018-01-01 747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 54
2017: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 800
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 763
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 74
Total of all active and inactive participants 2017-01-01 837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 838
Number of participants with account balances 2017-01-01 750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 40

Measure	Date	Value
2022: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,181
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	961
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	273
Total of all active and inactive participants	2022-01-01	1,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	6
Total participants	2022-01-01	1,245
Number of participants with account balances	2022-01-01	1,130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	103
2021: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,019
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	979
Number of retired or separated participants receiving benefits	2021-01-01	6
Number of other retired or separated participants entitled to future benefits	2021-01-01	188
Total of all active and inactive participants	2021-01-01	1,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	8
Total participants	2021-01-01	1,181
Number of participants with account balances	2021-01-01	1,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	50
2020: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,094
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	829
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	184
Total of all active and inactive participants	2020-01-01	1,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	4
Total participants	2020-01-01	1,019
Number of participants with account balances	2020-01-01	932
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	35
2019: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	873
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,019
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	68
Total of all active and inactive participants	2019-01-01	1,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	1,094
Number of participants with account balances	2019-01-01	920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	36
2018: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	838
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	765
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	104
Total of all active and inactive participants	2018-01-01	871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	873
Number of participants with account balances	2018-01-01	747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	54
2017: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	800
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	763
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	74
Total of all active and inactive participants	2017-01-01	837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	838
Number of participants with account balances	2017-01-01	750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	40

Financial Data on LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$24,393
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$16,361
Total income from all sources (including contributions)	2022-12-31	$-3,215,577
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,168,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,956,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,207,042
Value of total assets at end of year	2022-12-31	$48,075,698
Value of total assets at beginning of year	2022-12-31	$55,451,771
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$211,548
Total interest from all sources	2022-12-31	$37,650
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,802,208
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	$1,802,208
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$3,537,337
Participant contributions at end of year	2022-12-31	$789,398
Participant contributions at beginning of year	2022-12-31	$670,925
Participant contributions at end of year	2022-12-31	$43
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$267,838
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$388
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$24,393
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$16,361
Other income not declared elsewhere	2022-12-31	$231,721
Administrative expenses (other) incurred	2022-12-31	$211,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-7,384,105
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$48,051,305
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$55,435,410
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	$37,426,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$45,290,497
Interest on participant loans	2022-12-31	$37,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$8,457,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$8,325,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-10,494,198
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	$1,401,867
Employer contributions (assets) at end of year	2022-12-31	$1,401,867
Employer contributions (assets) at beginning of year	2022-12-31	$1,164,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,956,980
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
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	CPA FIRM
Accountancy firm EIN	2022-12-31	822966358
2021 : LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$16,361
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$40,457
Total income from all sources (including contributions)	2021-12-31	$11,439,683
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$9,261,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$9,009,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,998,316
Value of total assets at end of year	2021-12-31	$55,451,771
Value of total assets at beginning of year	2021-12-31	$53,297,828
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$252,080
Total interest from all sources	2021-12-31	$39,102
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,492,415
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	$2,492,415
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$2,971,837
Participant contributions at end of year	2021-12-31	$670,925
Participant contributions at beginning of year	2021-12-31	$799,133
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	$862,008
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$575
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$966
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$16,361
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$40,457
Other income not declared elsewhere	2021-12-31	$244,515
Administrative expenses (other) incurred	2021-12-31	$252,080
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	$2,178,039
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$55,435,410
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$53,257,371
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	$45,290,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$42,361,778
Interest on participant loans	2021-12-31	$39,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$8,325,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$9,088,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,665,335
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	$1,164,471
Employer contributions (assets) at end of year	2021-12-31	$1,164,471
Employer contributions (assets) at beginning of year	2021-12-31	$1,047,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$9,009,564
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
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	MOSS ADAMS LP
Accountancy firm EIN	2021-12-31	910189318
2020 : LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$40,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$51,427
Total income from all sources (including contributions)	2020-12-31	$10,880,545
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$5,104,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,911,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,001,083
Value of total assets at end of year	2020-12-31	$53,297,828
Value of total assets at beginning of year	2020-12-31	$47,532,551
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$192,920
Total interest from all sources	2020-12-31	$54,107
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,594,607
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	$1,594,607
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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	$2,650,782
Participant contributions at end of year	2020-12-31	$799,133
Participant contributions at beginning of year	2020-12-31	$982,643
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	$303,063
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$966
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$2,660
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$40,457
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$51,427
Other income not declared elsewhere	2020-12-31	$286,394
Administrative expenses (other) incurred	2020-12-31	$192,920
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	$5,776,247
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$53,257,371
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$47,481,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$42,361,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$36,155,273
Interest on participant loans	2020-12-31	$54,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$9,088,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$9,519,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,944,354
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	$1,047,238
Employer contributions (assets) at end of year	2020-12-31	$1,047,237
Employer contributions (assets) at beginning of year	2020-12-31	$872,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,911,378
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
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	MOSS ADAMS LP
Accountancy firm EIN	2020-12-31	910189318
2019 : LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$51,427
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$58,738
Total income from all sources (including contributions)	2019-12-31	$11,934,787
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$7,450,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$7,261,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,859,255
Value of total assets at end of year	2019-12-31	$47,532,551
Value of total assets at beginning of year	2019-12-31	$43,055,666
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$189,259
Total interest from all sources	2019-12-31	$67,717
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,842,373
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	$1,842,373
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
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	$2,417,626
Participant contributions at end of year	2019-12-31	$982,643
Participant contributions at beginning of year	2019-12-31	$812,777
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	$568,792
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$2,660
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$1,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$51,427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$45,663
Other income not declared elsewhere	2019-12-31	$355,393
Administrative expenses (other) incurred	2019-12-31	$189,259
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	$4,484,196
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$47,481,124
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$42,996,928
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 registered invesment companies (eg mutual funds) at end of year	2019-12-31	$36,155,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$32,628,256
Interest on participant loans	2019-12-31	$67,714
Interest earned on other investments	2019-12-31	$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$9,519,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$8,466,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,810,049
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	$872,837
Employer contributions (assets) at end of year	2019-12-31	$872,837
Employer contributions (assets) at beginning of year	2019-12-31	$1,146,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$7,261,332
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$13,075
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	MOSS ADAMS LP
Accountancy firm EIN	2019-12-31	910189318
2018 : LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$58,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$21,050
Total income from all sources (including contributions)	2018-12-31	$1,829,166
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$5,249,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,079,970
Value of total corrective distributions	2018-12-31	$1,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,635,810
Value of total assets at end of year	2018-12-31	$43,055,666
Value of total assets at beginning of year	2018-12-31	$46,437,868
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$167,426
Total interest from all sources	2018-12-31	$63,116
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,033,346
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	$2,033,346
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
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	$2,169,223
Participant contributions at end of year	2018-12-31	$812,777
Participant contributions at beginning of year	2018-12-31	$872,778
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$320,073
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$1,344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$45,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$12,814
Other income not declared elsewhere	2018-12-31	$290,951
Administrative expenses (other) incurred	2018-12-31	$167,426
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	$-3,419,890
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$42,996,928
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$46,416,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$32,628,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$35,148,838
Interest on participant loans	2018-12-31	$58,438
Interest earned on other investments	2018-12-31	$4,678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$8,466,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$9,153,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,194,057
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	$1,146,514
Employer contributions (assets) at end of year	2018-12-31	$1,146,514
Employer contributions (assets) at beginning of year	2018-12-31	$1,261,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,079,970
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$13,075
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$8,236
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	MOSS ADAMS LP
Accountancy firm EIN	2018-12-31	910189318
2017 : LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$21,050
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$30,564
Total income from all sources (including contributions)	2017-12-31	$9,731,710
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,279,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,272,006
Value of total corrective distributions	2017-12-31	$773
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,781,943
Value of total assets at end of year	2017-12-31	$46,437,868
Value of total assets at beginning of year	2017-12-31	$38,994,837
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,386
Total interest from all sources	2017-12-31	$51,053
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	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,428,190
Participant contributions at end of year	2017-12-31	$872,778
Participant contributions at beginning of year	2017-12-31	$690,853
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$244
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$92,044
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$890
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$12,814
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$22,328
Other income not declared elsewhere	2017-12-31	$190,567
Administrative expenses (other) incurred	2017-12-31	$6,386
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	$7,452,545
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$46,416,818
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$38,964,273
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 registered invesment companies (eg mutual funds) at end of year	2017-12-31	$35,148,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$30,747,784
Interest on participant loans	2017-12-31	$51,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$9,153,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$6,542,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$5,708,147
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	$1,261,709
Employer contributions (assets) at end of year	2017-12-31	$1,261,722
Employer contributions (assets) at beginning of year	2017-12-31	$1,013,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,272,006
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$8,236
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$8,236
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	BAKER, PETERSON & FRANKLIN, CPA LLP
Accountancy firm EIN	2017-12-31	941743187

Form 5500 Responses for LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN

2022: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

MR 60255-1

Policy instance

Insurance contract or identification number	MR 60255-1
Number of Individuals Covered	203
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

MR 60255-1

Policy instance

Insurance contract or identification number	MR 60255-1
Number of Individuals Covered	1067
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

MR 60255-1

Policy instance

Insurance contract or identification number	MR 60255-1
Number of Individuals Covered	1112
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

MR 60255-1

Policy instance

Insurance contract or identification number	MR 60255-1
Number of Individuals Covered	920
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

MR 60255-1

Policy instance

Insurance contract or identification number	MR 60255-1
Number of Individuals Covered	725
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

MR 60255-1

Policy instance

Insurance contract or identification number	MR 60255-1
Number of Individuals Covered	752
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	LYONS MAGNUS, LLC
Employer identification number (EIN):	822966358
NAIC Classification:	424400

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2017-10-11
Company Identification Number:	0802835463
Legal Registered Office Address:	3158 E HAMILTON AVE FRESNO United States of America (USA) 93702