401k Plan data: STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN plan

STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 401k Plan overview

Plan Name	STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN
Plan identification number	002

STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

STEWART TITLE & TRUST OF PHOENIX, INC has sponsored the creation of one or more 401k plans.

Company Name: STEWART TITLE & TRUST OF PHOENIX, INC

Employer identification number (EIN): 860223200

NAIC Classification: 551112
NAIC Description: Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 RICHARD LARSEN
002 2015-01-01 RICHARD LARSEN
002 2014-01-01 2015-10-15
002 2014-01-01 RICHARD J. LARSEN
002 2014-01-01 RICHARD J. LARSEN
002 2013-01-01 RICHARD LARSEN
002 2012-01-01 RICHARD LARSEN
002 2011-01-01 RICHARD J LARSEN
002 2010-01-01 RICHARD J LARSEN
002 2009-01-01 RICHARD J LARSEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2015-01-01	RICHARD LARSEN
002	2015-01-01	RICHARD LARSEN
002	2014-01-01		2015-10-15
002	2014-01-01	RICHARD J. LARSEN
002	2014-01-01	RICHARD J. LARSEN
002	2013-01-01	RICHARD LARSEN
002	2012-01-01	RICHARD LARSEN
002	2011-01-01	RICHARD J LARSEN
002	2010-01-01	RICHARD J LARSEN
002	2009-01-01	RICHARD J LARSEN

Plan Statistics for STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN

401k plan membership statisitcs for STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN

Measure Date Value
2015: STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 276
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 245
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 31
Total of all active and inactive participants 2014-01-01 276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 276
Number of participants with account balances 2014-01-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 218
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 26
Total of all active and inactive participants 2013-01-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 244
Number of participants with account balances 2013-01-01 203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 205
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 22
Total of all active and inactive participants 2012-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 228
Number of participants with account balances 2012-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 262
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 217
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 23
Total of all active and inactive participants 2011-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 242
Number of participants with account balances 2011-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 240
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 19
Total of all active and inactive participants 2010-01-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 259
Number of participants with account balances 2010-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 213
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 17
Total of all active and inactive participants 2009-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 230
Number of participants with account balances 2009-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2015: STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	276
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	245
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	31
Total of all active and inactive participants	2014-01-01	276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	276
Number of participants with account balances	2014-01-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	218
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	26
Total of all active and inactive participants	2013-01-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	244
Number of participants with account balances	2013-01-01	203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	205
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	22
Total of all active and inactive participants	2012-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	228
Number of participants with account balances	2012-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	262
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	217
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	23
Total of all active and inactive participants	2011-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	242
Number of participants with account balances	2011-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	240
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	19
Total of all active and inactive participants	2010-01-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	259
Number of participants with account balances	2010-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	213
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	17
Total of all active and inactive participants	2009-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	230
Number of participants with account balances	2009-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN

Measure	Date	Value
2015 : STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-05-14	$0
Total transfer of assets from this plan	2015-05-14	$7,727,764
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-14	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-14	$0
Total income from all sources (including contributions)	2015-05-14	$230,897
Total loss/gain on sale of assets	2015-05-14	$0
Total of all expenses incurred	2015-05-14	$1,494,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-05-14	$1,471,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-05-14	$0
Value of total assets at end of year	2015-05-14	$0
Value of total assets at beginning of year	2015-05-14	$8,991,116
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-05-14	$23,193
Total interest from all sources	2015-05-14	$1,308
Total dividends received (eg from common stock, registered investment company shares)	2015-05-14	$8,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-05-14	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-05-14	$0
Total dividends received from registered investment company shares (eg mutual funds)	2015-05-14	$8,865
Was this plan covered by a fidelity bond	2015-05-14	Yes
Value of fidelity bond cover	2015-05-14	$10,000,000
If this is an individual account plan, was there a blackout period	2015-05-14	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-05-14	$0
Were there any nonexempt tranactions with any party-in-interest	2015-05-14	No
Participant contributions at beginning of year	2015-05-14	$268,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-14	No
Value of net income/loss	2015-05-14	$-1,263,352
Value of net assets at end of year (total assets less liabilities)	2015-05-14	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-05-14	$8,991,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-05-14	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-05-14	No
Were any leases to which the plan was party in default or uncollectible	2015-05-14	No
Investment advisory and management fees	2015-05-14	$10,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-05-14	$5,895,612
Interest on participant loans	2015-05-14	$1,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-05-14	$31,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-05-14	$31,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-05-14	$2,795,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-05-14	$220,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-05-14	No
Was there a failure to transmit to the plan any participant contributions	2015-05-14	No
Has the plan failed to provide any benefit when due under the plan	2015-05-14	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-05-14	$1,471,056
Contract administrator fees	2015-05-14	$13,193
Did the plan have assets held for investment	2015-05-14	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-14	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-05-14	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-05-14	Yes
Opinion of an independent qualified public accountant for this plan	2015-05-14	Disclaimer
Accountancy firm name	2015-05-14	CLIFTONLARSONALLEN
Accountancy firm EIN	2015-05-14	410746749
2014 : STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,395,344
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$500,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$461,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$940,267
Value of total assets at end of year	2014-12-31	$8,995,464
Value of total assets at beginning of year	2014-12-31	$8,100,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$38,684
Total interest from all sources	2014-12-31	$12,952
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$90,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$90,643
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$620,070
Participant contributions at end of year	2014-12-31	$273,212
Participant contributions at beginning of year	2014-12-31	$295,314
Participant contributions at beginning of year	2014-12-31	$34,286
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$129,235
Other income not declared elsewhere	2014-12-31	$57,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$895,146
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,995,464
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,100,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,895,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,190,000
Interest on participant loans	2014-12-31	$12,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$31,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$5
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,795,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,571,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$294,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$190,962
Employer contributions (assets) at beginning of year	2014-12-31	$8,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$461,514
Contract administrator fees	2014-12-31	$18,684
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2014-12-31	410746749
2013 : STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,776,978
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$354,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$314,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$824,606
Value of total assets at end of year	2013-12-31	$8,100,318
Value of total assets at beginning of year	2013-12-31	$6,677,799
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$39,918
Total interest from all sources	2013-12-31	$9,469
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$78,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$78,196
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$578,920
Participant contributions at end of year	2013-12-31	$295,314
Participant contributions at beginning of year	2013-12-31	$239,543
Participant contributions at end of year	2013-12-31	$34,286
Participant contributions at beginning of year	2013-12-31	$48,027
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$65,704
Other income not declared elsewhere	2013-12-31	$53,257
Administrative expenses (other) incurred	2013-12-31	$1,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,422,519
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,100,318
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,677,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,190,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,795,352
Interest on participant loans	2013-12-31	$9,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,571,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,582,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$811,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$179,982
Employer contributions (assets) at end of year	2013-12-31	$8,847
Employer contributions (assets) at beginning of year	2013-12-31	$12,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$314,541
Contract administrator fees	2013-12-31	$18,903
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2013-12-31	410746749
2012 : STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,116,375
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$801,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$784,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$596,103
Value of total assets at end of year	2012-12-31	$6,677,799
Value of total assets at beginning of year	2012-12-31	$6,362,887
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$16,826
Total interest from all sources	2012-12-31	$11,038
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$37,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$37,492
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$450,020
Participant contributions at end of year	2012-12-31	$239,543
Participant contributions at beginning of year	2012-12-31	$324,668
Participant contributions at end of year	2012-12-31	$48,027
Participant contributions at beginning of year	2012-12-31	$23,783
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$38,378
Other income not declared elsewhere	2012-12-31	$37,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$314,912
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,677,799
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,362,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,795,352
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,457,915
Interest on participant loans	2012-12-31	$11,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,582,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,556,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$180,008
Net investment gain/loss from pooled separate accounts	2012-12-31	$254,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$107,705
Employer contributions (assets) at end of year	2012-12-31	$12,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$784,637
Contract administrator fees	2012-12-31	$16,826
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	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MIKE BRANDT CPA PC
Accountancy firm EIN	2012-12-31	454459418
2011 : STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$384,961
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$186,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$177,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$335,286
Value of total assets at end of year	2011-12-31	$6,362,887
Value of total assets at beginning of year	2011-12-31	$6,164,158
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$8,849
Total interest from all sources	2011-12-31	$94,174
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$350,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$319,570
Participant contributions at end of year	2011-12-31	$324,668
Participant contributions at beginning of year	2011-12-31	$392,942
Participant contributions at end of year	2011-12-31	$23,783
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$15,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$198,729
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,362,887
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,164,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$3,457,915
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$3,472,673
Interest on participant loans	2011-12-31	$12,698
Interest earned on other investments	2011-12-31	$81,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,556,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,298,543
Net investment gain/loss from pooled separate accounts	2011-12-31	$-44,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$177,383
Contract administrator fees	2011-12-31	$8,849
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MIKE BRANDT CPA PC
Accountancy firm EIN	2011-12-31	454459418
2010 : STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$838,010
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$133,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$121,409
Value of total corrective distributions	2010-12-31	$3,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$345,739
Value of total assets at end of year	2010-12-31	$6,164,158
Value of total assets at beginning of year	2010-12-31	$5,459,797
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$8,248
Total interest from all sources	2010-12-31	$83,166
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$350,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$340,890
Participant contributions at end of year	2010-12-31	$392,942
Participant contributions at beginning of year	2010-12-31	$242,119
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$4,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$704,361
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,164,158
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,459,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$3,472,673
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$3,386,243
Interest on participant loans	2010-12-31	$15,641
Interest earned on other investments	2010-12-31	$67,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,298,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,831,435
Net investment gain/loss from pooled separate accounts	2010-12-31	$409,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$121,409
Contract administrator fees	2010-12-31	$8,248
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	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	V ACCOUNTING, PLLC
Accountancy firm EIN	2010-12-31	273118847
2009 : STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN

2015: STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: STEWART TITLE & TRUST OF PHOENIX, INC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

9468761

Policy instance

Insurance contract or identification number	9468761
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-05-14
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

9468761

Policy instance

Insurance contract or identification number	9468761
Number of Individuals Covered	214
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

9468761

Policy instance

Insurance contract or identification number	9468761
Number of Individuals Covered	203
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502879

Policy instance

Insurance contract or identification number	502879
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $7,818
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
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
Commission paid to Insurance Broker	USD $7,818
Insurance broker organization code?	3
Insurance broker name	WILLIAM JOHNSON

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502879

Policy instance

Insurance contract or identification number	502879
Number of Individuals Covered	242
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $14,916
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502879

Policy instance

Insurance contract or identification number	502879
Number of Individuals Covered	259
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $13,319
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
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 $13,319
Insurance broker organization code?	3
Insurance broker name	WILLIAM JOHNSON

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Company Name:	STEWART TITLE & TRUST OF PHOENIX, INC
Employer identification number (EIN):	860223200
NAIC Classification:	551112
NAIC Description:	Offices of Other Holding Companies