401k Plan data: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN plan

INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 401k Plan overview

Plan Name	INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN
Plan identification number	333

INTEGRATED EMPLOYER SOLUTIONS 401(K) 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.
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.

401k Sponsoring company profile

INTEGRATED EMPLOYER SOLUTIONS has sponsored the creation of one or more 401k plans.

Company Name: INTEGRATED EMPLOYER SOLUTIONS

Employer identification number (EIN): 870653068

NAIC Classification: 541214
NAIC Description: Payroll Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2022-01-01
333 2021-01-01
333 2020-01-01
333 2019-01-01
333 2018-01-01
333 2017-01-01 TERI PAULSON TERI PAULSON 2018-07-31
333 2016-01-01 TERI PAULSON TERI PAULSON 2017-10-09
333 2015-01-01 TERI PAULSON TERI PAULSON 2016-10-17
333 2014-01-01 TERI PAULSON TERI PAULSON 2015-10-14
333 2013-01-01 TERI PAULSON TERI PAULSON 2014-10-15
333 2012-01-01 TERI PAULSON 2013-07-29 TERI PAULSON 2013-07-29
333 2011-01-01 TERI PAULSON 2012-07-05 TERI PAULSON 2012-07-05
333 2010-01-01 TERI PAULSON 2011-07-29 TERI PAULSON 2011-07-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
333	2022-01-01
333	2021-01-01
333	2020-01-01
333	2019-01-01
333	2018-01-01
333	2017-01-01	TERI PAULSON		TERI PAULSON	2018-07-31
333	2016-01-01	TERI PAULSON		TERI PAULSON	2017-10-09
333	2015-01-01	TERI PAULSON		TERI PAULSON	2016-10-17
333	2014-01-01	TERI PAULSON		TERI PAULSON	2015-10-14
333	2013-01-01	TERI PAULSON		TERI PAULSON	2014-10-15
333	2012-01-01	TERI PAULSON	2013-07-29	TERI PAULSON	2013-07-29
333	2011-01-01	TERI PAULSON	2012-07-05	TERI PAULSON	2012-07-05
333	2010-01-01	TERI PAULSON	2011-07-29	TERI PAULSON	2011-07-29

Plan Statistics for INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN

401k plan membership statisitcs for INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN

Measure Date Value
2022: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 929
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 776
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 100
Total of all active and inactive participants 2022-01-01 876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 876
Number of participants with account balances 2022-01-01 326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 10
2021: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 787
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 806
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 43
Total of all active and inactive participants 2021-01-01 858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 858
Number of participants with account balances 2021-01-01 260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 567
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 598
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 41
Total of all active and inactive participants 2020-01-01 639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 639
Number of participants with account balances 2020-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2019: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 468
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 449
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 26
Total of all active and inactive participants 2019-01-01 475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 475
Number of participants with account balances 2019-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 319
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 360
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 16
Total of all active and inactive participants 2018-01-01 376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 376
Number of participants with account balances 2018-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 123
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 10
Total of all active and inactive participants 2017-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 134
Number of participants with account balances 2017-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 296
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 266
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 277
Number of participants with account balances 2016-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 270
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 14
Total of all active and inactive participants 2015-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 284
Number of participants with account balances 2015-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 268
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 10
Total of all active and inactive participants 2014-01-01 278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 278
Number of participants with account balances 2014-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 225
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 8
Total of all active and inactive participants 2013-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 233
Number of participants with account balances 2013-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2022: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	929
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	776
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	100
Total of all active and inactive participants	2022-01-01	876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	876
Number of participants with account balances	2022-01-01	326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	10
2021: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	787
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	806
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	43
Total of all active and inactive participants	2021-01-01	858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	858
Number of participants with account balances	2021-01-01	260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	567
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	598
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	41
Total of all active and inactive participants	2020-01-01	639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	639
Number of participants with account balances	2020-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2019: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	468
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	449
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	26
Total of all active and inactive participants	2019-01-01	475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	475
Number of participants with account balances	2019-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	319
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	360
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	16
Total of all active and inactive participants	2018-01-01	376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	376
Number of participants with account balances	2018-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	123
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	10
Total of all active and inactive participants	2017-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	134
Number of participants with account balances	2017-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	296
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	266
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	277
Number of participants with account balances	2016-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	270
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	14
Total of all active and inactive participants	2015-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	284
Number of participants with account balances	2015-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	268
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	10
Total of all active and inactive participants	2014-01-01	278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	278
Number of participants with account balances	2014-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	225
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	8
Total of all active and inactive participants	2013-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	233
Number of participants with account balances	2013-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN

Measure	Date	Value
2022 : INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$814,174
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$15,060
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$35,091
Total income from all sources (including contributions)	2022-12-31	$910,757
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$580,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$462,534
Value of total corrective distributions	2022-12-31	$14,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,092,822
Value of total assets at end of year	2022-12-31	$8,608,769
Value of total assets at beginning of year	2022-12-31	$7,484,217
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$103,646
Total interest from all sources	2022-12-31	$6,067
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$103,646
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$125,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,366,918
Participant contributions at end of year	2022-12-31	$180,074
Participant contributions at beginning of year	2022-12-31	$152,975
Participant contributions at end of year	2022-12-31	$24,494
Participant contributions at beginning of year	2022-12-31	$54,672
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$175,934
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$15,060
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$35,091
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	$330,409
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,593,709
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,449,126
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	$8,324,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,214,415
Interest on participant loans	2022-12-31	$6,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,188,132
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	$549,970
Employer contributions (assets) at end of year	2022-12-31	$79,589
Employer contributions (assets) at beginning of year	2022-12-31	$62,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$462,534
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	HAYNIE & COMPANY
Accountancy firm EIN	2022-12-31	870325228
2021 : INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$555,240
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$35,091
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$20,658
Total income from all sources (including contributions)	2021-12-31	$2,341,939
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$414,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$303,400
Value of total corrective distributions	2021-12-31	$22,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,424,443
Value of total assets at end of year	2021-12-31	$7,484,217
Value of total assets at beginning of year	2021-12-31	$4,987,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$89,298
Total interest from all sources	2021-12-31	$4,707
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$125,000
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	$990,574
Participant contributions at end of year	2021-12-31	$152,975
Participant contributions at beginning of year	2021-12-31	$96,717
Participant contributions at end of year	2021-12-31	$54,672
Participant contributions at beginning of year	2021-12-31	$12,174
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$62,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$35,091
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$20,658
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	$1,927,157
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,449,126
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,966,729
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	$7,214,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,841,600
Interest on participant loans	2021-12-31	$4,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$912,789
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	$371,609
Employer contributions (assets) at end of year	2021-12-31	$62,155
Employer contributions (assets) at beginning of year	2021-12-31	$36,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$303,400
Contract administrator fees	2021-12-31	$89,298
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	HAYNIE & COMPANY
Accountancy firm EIN	2021-12-31	870325228
2020 : INTEGRATED EMPLOYER SOLUTIONS 401(K) 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	$20,658
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$13,007
Total income from all sources (including contributions)	2020-12-31	$1,729,337
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$240,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$179,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,168,376
Value of total assets at end of year	2020-12-31	$4,987,387
Value of total assets at beginning of year	2020-12-31	$3,490,929
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$61,041
Total interest from all sources	2020-12-31	$4,708
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$125,000
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	$757,092
Participant contributions at end of year	2020-12-31	$96,717
Participant contributions at beginning of year	2020-12-31	$88,435
Participant contributions at end of year	2020-12-31	$12,174
Participant contributions at beginning of year	2020-12-31	$29,466
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$88,966
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$20,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$13,007
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	$1,488,807
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,966,729
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,477,922
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	$4,841,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,350,718
Interest on participant loans	2020-12-31	$4,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$556,253
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	$322,318
Employer contributions (assets) at end of year	2020-12-31	$36,896
Employer contributions (assets) at beginning of year	2020-12-31	$22,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$179,489
Contract administrator fees	2020-12-31	$61,041
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HAYNIE & COMPANY
Accountancy firm EIN	2020-12-31	870325228
2019 : INTEGRATED EMPLOYER SOLUTIONS 401(K) 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	$13,007
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$500
Total income from all sources (including contributions)	2019-12-31	$1,486,838
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$182,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$122,435
Value of total corrective distributions	2019-12-31	$13,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$925,058
Value of total assets at end of year	2019-12-31	$3,490,929
Value of total assets at beginning of year	2019-12-31	$2,174,122
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$47,096
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$125,000
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	$623,968
Participant contributions at end of year	2019-12-31	$88,435
Participant contributions at beginning of year	2019-12-31	$111,219
Participant contributions at end of year	2019-12-31	$29,466
Participant contributions at beginning of year	2019-12-31	$25,340
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$5,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$13,007
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$500
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	$1,304,300
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,477,922
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,173,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$47,096
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,350,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,024,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$561,780
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	$295,560
Employer contributions (assets) at end of year	2019-12-31	$22,310
Employer contributions (assets) at beginning of year	2019-12-31	$13,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$122,435
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	HAYNIE & COMPANY
Accountancy firm EIN	2019-12-31	870325228
2018 : INTEGRATED EMPLOYER SOLUTIONS 401(K) 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	$500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$688,986
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$97,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$77,919
Value of total corrective distributions	2018-12-31	$500
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$790,704
Value of total assets at end of year	2018-12-31	$2,174,122
Value of total assets at beginning of year	2018-12-31	$1,581,708
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$18,653
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$125,000
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	$354,629
Participant contributions at end of year	2018-12-31	$111,219
Participant contributions at beginning of year	2018-12-31	$111,483
Participant contributions at end of year	2018-12-31	$25,340
Participant contributions at beginning of year	2018-12-31	$2,986
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$249,697
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$500
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	$591,914
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,173,622
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,581,708
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	$2,024,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,465,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-101,718
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	$186,378
Employer contributions (assets) at end of year	2018-12-31	$13,329
Employer contributions (assets) at beginning of year	2018-12-31	$1,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$77,919
Contract administrator fees	2018-12-31	$18,653
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	HAYNIE & COMPANY
Accountancy firm EIN	2018-12-31	870325228
2017 : INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$111,107
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$514,335
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$36,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$17,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$311,965
Value of total assets at end of year	2017-12-31	$1,581,708
Value of total assets at beginning of year	2017-12-31	$992,840
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$19,550
Total interest from all sources	2017-12-31	$5,038
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
Administrative expenses professional fees incurred	2017-12-31	$1,838
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$125,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$202,956
Participant contributions at end of year	2017-12-31	$111,483
Participant contributions at beginning of year	2017-12-31	$82,256
Participant contributions at end of year	2017-12-31	$2,986
Participant contributions at beginning of year	2017-12-31	$3,572
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	$477,761
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,581,708
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$992,840
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	$1,465,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$904,922
Interest on participant loans	2017-12-31	$5,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$2
Net investment gain/loss from pooled separate accounts	2017-12-31	$197,332
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	$109,009
Employer contributions (assets) at end of year	2017-12-31	$1,838
Employer contributions (assets) at beginning of year	2017-12-31	$2,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$17,024
Contract administrator fees	2017-12-31	$17,712
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	HAYNIE & COMPANY
Accountancy firm EIN	2017-12-31	870325228
2016 : INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$834,897
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$273,758
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$35,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$20,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$261,325
Value of total assets at end of year	2016-12-31	$992,840
Value of total assets at beginning of year	2016-12-31	$1,589,346
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$14,946
Total interest from all sources	2016-12-31	$3,451
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$1,934
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$125,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$170,820
Participant contributions at end of year	2016-12-31	$82,256
Participant contributions at beginning of year	2016-12-31	$90,987
Participant contributions at end of year	2016-12-31	$3,572
Total non interest bearing cash at beginning of year	2016-12-31	$2,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$238,391
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$992,840
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,589,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$904,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,493,043
Interest on participant loans	2016-12-31	$3,554
Interest earned on other investments	2016-12-31	$-106
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$3
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$3,009
Net investment gain/loss from pooled separate accounts	2016-12-31	$8,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$90,505
Employer contributions (assets) at end of year	2016-12-31	$2,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$20,421
Contract administrator fees	2016-12-31	$13,012
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HAYNIE & COMPANY
Accountancy firm EIN	2016-12-31	870325228
2015 : INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$605,754
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$71,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$49,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$624,941
Value of total assets at end of year	2015-12-31	$1,589,346
Value of total assets at beginning of year	2015-12-31	$1,054,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$21,691
Total interest from all sources	2015-12-31	$3,583
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$3,021
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$125,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$335,730
Participant contributions at end of year	2015-12-31	$90,987
Participant contributions at beginning of year	2015-12-31	$72,158
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$78,358
Total non interest bearing cash at end of year	2015-12-31	$2,307
Total non interest bearing cash at beginning of year	2015-12-31	$2,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$534,548
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,589,346
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,054,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,493,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$980,333
Interest on participant loans	2015-12-31	$3,583
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$6
Net investment gain/loss from pooled separate accounts	2015-12-31	$-22,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$210,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$49,515
Contract administrator fees	2015-12-31	$18,670
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HAYNIE & COMPANY
Accountancy firm EIN	2015-12-31	870325228
2014 : INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$680,031
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	$342,493
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$241,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$179,950
Expenses. Certain deemed distributions of participant loans	2014-12-31	$43,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$292,700
Value of total assets at end of year	2014-12-31	$1,054,798
Value of total assets at beginning of year	2014-12-31	$1,633,531
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$17,326
Total interest from all sources	2014-12-31	$3,153
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$2,283
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$125,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$173,519
Participant contributions at end of year	2014-12-31	$72,158
Participant contributions at beginning of year	2014-12-31	$104,373
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$173
Total non interest bearing cash at end of year	2014-12-31	$2,307
Total non interest bearing cash at beginning of year	2014-12-31	$4,932
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	$101,298
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,054,798
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,633,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$980,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,524,226
Interest on participant loans	2014-12-31	$3,153
Net investment gain/loss from pooled separate accounts	2014-12-31	$46,640
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	$119,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$179,950
Contract administrator fees	2014-12-31	$15,043
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	HAYNIE & COMPANY
Accountancy firm EIN	2014-12-31	870325228
2013 : INTEGRATED EMPLOYER SOLUTIONS 401(K) 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	$614,241
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$234,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$213,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$380,583
Value of total assets at end of year	2013-12-31	$1,592,601
Value of total assets at beginning of year	2013-12-31	$1,213,144
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$21,356
Total interest from all sources	2013-12-31	$3,955
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$2,589
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$125,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$154,511
Participant contributions at end of year	2013-12-31	$104,373
Participant contributions at beginning of year	2013-12-31	$102,200
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$132,400
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	$379,457
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,592,601
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,213,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,488,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,110,944
Interest on participant loans	2013-12-31	$3,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$229,703
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	$93,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$213,428
Contract administrator fees	2013-12-31	$18,767
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	BANGERTER, LUND & ASSOCIATES
Accountancy firm EIN	2013-12-31	841378354

Form 5500 Responses for INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN

2022: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple 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: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple 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: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple 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: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: INTEGRATED EMPLOYER SOLUTIONS 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple 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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932483

Policy instance

Insurance contract or identification number	932483
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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?	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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932483

Policy instance

Insurance contract or identification number	932483
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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?	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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932483

Policy instance

Insurance contract or identification number	932483
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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?	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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932483

Policy instance

Insurance contract or identification number	932483
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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?	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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932483

Policy instance

Insurance contract or identification number	932483
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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?	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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

55967

Policy instance

Insurance contract or identification number	55967
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $10,683
Total amount of fees paid to insurance company	USD $2,494
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?	Yes
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 $10,683
Insurance broker organization code?	3
Amount paid for insurance broker fees	2494
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	NATIONAL BENEFIT SERVICES, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

55967

Policy instance

Insurance contract or identification number	55967
Number of Individuals Covered	124
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $11,843
Total amount of fees paid to insurance company	USD $3,021
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?	Yes
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 $11,165
Insurance broker organization code?	3
Amount paid for insurance broker fees	3021
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	NATIONAL BENEFIT SERVICES, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

55967

Policy instance

Insurance contract or identification number	55967
Number of Individuals Covered	76
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $9,936
Total amount of fees paid to insurance company	USD $2,283
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
Commission paid to Insurance Broker	USD $9,356
Insurance broker organization code?	3
Amount paid for insurance broker fees	2283
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	NATIONAL BENEFIT SERVICES, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

55967

Policy instance

Insurance contract or identification number	55967
Number of Individuals Covered	68
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $12,321
Total amount of fees paid to insurance company	USD $2,606
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
Commission paid to Insurance Broker	USD $11,630
Insurance broker organization code?	3
Amount paid for insurance broker fees	2606
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	NATIONAL BENEFIT SERVICES, LLC

Potentially related plans

INTEGRATED EMPLOYER 401(K) PLAN [EIN = 274595383]

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Company Name:	INTEGRATED EMPLOYER SOLUTIONS
Employer identification number (EIN):	870653068
NAIC Classification:	541214
NAIC Description:	Payroll Services