401k Plan data: FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN plan

FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN 401k Plan overview

Plan Name	FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN
Plan identification number	002

FOUNDATION FOR RESEARCH EMPLOYEES' 401K 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.

401k Sponsoring company profile

FOUNDATION FOR RESEARCH has sponsored the creation of one or more 401k plans.

Company Name: FOUNDATION FOR RESEARCH

Employer identification number (EIN): 880234196

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about FOUNDATION FOR RESEARCH

Jurisdiction of Incorporation: Nevada Department of State

Incorporation Date: 1988-01-08

Company Identification Number: 19881005490

Legal Registered Office Address: 402 NORTH DIVISION STREET

CARSON CITY
United States of America (USA)
89703

More information about FOUNDATION FOR RESEARCH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JARRED SLOAN 2024-09-30 JOHN BEEKMAN 2024-09-30
002 2022-01-01 JARRED SLOAN 2023-10-05 JOHN BEEKMAN 2023-10-05
002 2021-01-01 JSRRED SLOAN 2022-08-10 JOHN RUSS BEEKMAN 2022-08-10
002 2020-01-01 JARRED SLOAN 2021-07-30 JOHN BEEKMAN 2021-07-30
002 2019-01-01 JARRED SLOAN 2020-09-04 RUSS BEEKMAN 2020-09-04
002 2018-01-01 JARRED W SLOAN 2019-07-09 J. R. BEEKMAN 2019-07-09
002 2017-01-01 JARRED W SLOAN 2018-07-05 JOHN R BEEKMAN 2018-07-05
002 2016-01-01 JARRED SLOAN 2017-07-26 JARRED SLOAN 2017-07-26
002 2015-01-01 JOHN R BEEKMAN JARRED W SLOAN 2016-07-29
002 2015-01-01 JOHN R BEEKMAN JARRED W SLOAN 2016-07-29
002 2014-01-01 JOHN BEEKMAN
002 2013-01-01 JARRED SLOAN RUSS BEEKMAN 2014-07-25
002 2012-01-01 JARRED SLOAN J. R. BEEKMAN 2013-07-24
002 2011-01-01 JARRED SLOAN J. R. BEEKMAN 2012-07-30
002 2009-01-01 JARRED W. SLOAN J. R. BEENKMAN 2010-07-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	JARRED SLOAN	2024-09-30	JOHN BEEKMAN	2024-09-30
002	2022-01-01	JARRED SLOAN	2023-10-05	JOHN BEEKMAN	2023-10-05
002	2021-01-01	JSRRED SLOAN	2022-08-10	JOHN RUSS BEEKMAN	2022-08-10
002	2020-01-01	JARRED SLOAN	2021-07-30	JOHN BEEKMAN	2021-07-30
002	2019-01-01	JARRED SLOAN	2020-09-04	RUSS BEEKMAN	2020-09-04
002	2018-01-01	JARRED W SLOAN	2019-07-09	J. R. BEEKMAN	2019-07-09
002	2017-01-01	JARRED W SLOAN	2018-07-05	JOHN R BEEKMAN	2018-07-05
002	2016-01-01	JARRED SLOAN	2017-07-26	JARRED SLOAN	2017-07-26
002	2015-01-01	JOHN R BEEKMAN		JARRED W SLOAN	2016-07-29
002	2015-01-01	JOHN R BEEKMAN		JARRED W SLOAN	2016-07-29
002	2014-01-01	JOHN BEEKMAN
002	2013-01-01	JARRED SLOAN		RUSS BEEKMAN	2014-07-25
002	2012-01-01	JARRED SLOAN		J. R. BEEKMAN	2013-07-24
002	2011-01-01	JARRED SLOAN		J. R. BEEKMAN	2012-07-30
002	2009-01-01	JARRED W. SLOAN		J. R. BEENKMAN	2010-07-29

Plan Statistics for FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN

401k plan membership statisitcs for FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN

Measure Date Value
2015: FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
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 0
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
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	0
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN

Measure	Date	Value
2015 : FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$40,132
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$526,507
Total plan assets at beginning of year	2015-12-31	$486,375
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$5,604
Other income received	2015-12-31	$-447
Net income (gross income less expenses)	2015-12-31	$40,132
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$526,507
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$486,375
Total contributions received or receivable from employer(s)	2015-12-31	$34,975
2014 : FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$59,594
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$486,375
Total plan assets at beginning of year	2014-12-31	$426,781
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$5,559
Other income received	2014-12-31	$19,337
Net income (gross income less expenses)	2014-12-31	$59,594
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$486,375
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$426,781
Total contributions received or receivable from employer(s)	2014-12-31	$34,698
2013 : FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$69,186
Expenses. Total of all expenses incurred	2013-12-31	$125,838
Benefits paid (including direct rollovers)	2013-12-31	$125,838
Total plan assets at end of year	2013-12-31	$426,781
Total plan assets at beginning of year	2013-12-31	$483,433
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$5,477
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$29,524
Net income (gross income less expenses)	2013-12-31	$-56,652
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$426,781
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$483,433
Total contributions received or receivable from employer(s)	2013-12-31	$34,185
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$85,696
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$483,433
Total plan assets at beginning of year	2012-12-31	$397,737
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$5,385
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$41,818
Net income (gross income less expenses)	2012-12-31	$85,696
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$483,433
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$397,737
Total contributions received or receivable from employer(s)	2012-12-31	$38,493
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$44,375
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$397,737
Total plan assets at beginning of year	2011-12-31	$353,362
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$5,229
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$1,774
Net income (gross income less expenses)	2011-12-31	$44,375
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$397,737
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$353,362
Total contributions received or receivable from employer(s)	2011-12-31	$37,372
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$73,473
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$353,362
Total plan assets at beginning of year	2010-12-31	$279,889
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$5,152
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$29,999
Net income (gross income less expenses)	2010-12-31	$73,473
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$353,362
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$279,889
Total contributions received or receivable from employer(s)	2010-12-31	$38,322
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : FOUNDATION FOR RESEARCH EMPLOYEES' 401K 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 FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN

2015: FOUNDATION FOR RESEARCH EMPLOYEES' 401K 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	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: FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single 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: FOUNDATION FOR RESEARCH EMPLOYEES' 401K 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FOUNDATION FOR RESEARCH EMPLOYEES' 401K 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: FOUNDATION FOR RESEARCH EMPLOYEES' 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9794

Policy instance

Insurance contract or identification number	ZH9794
Number of Individuals Covered	3
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $847
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $847
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL CORPORATION

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9794

Policy instance

Insurance contract or identification number	ZH9794
Number of Individuals Covered	3
Insurance policy start date	2014-05-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $3,662
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,662
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL CORPORATION

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Company Name:	FOUNDATION FOR RESEARCH
Employer identification number (EIN):	880234196
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Nevada Department of State
Incorporation Date:	1988-01-08
Company Identification Number:	19881005490
Legal Registered Office Address:	402 NORTH DIVISION STREET CARSON CITY United States of America (USA) 89703