401k Plan data: FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST plan

FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST
Plan identification number	001

FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

FIRST AMERICAN TITLE COMPANY OF NAPA has sponsored the creation of one or more 401k plans.

Company Name: FIRST AMERICAN TITLE COMPANY OF NAPA

Employer identification number (EIN): 941557580

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about FIRST AMERICAN TITLE COMPANY OF NAPA

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1963-08-01

Company Identification Number: C0455224

Legal Registered Office Address: 1700 Second Street, Suite 120

Napa
United States of America (USA)
94559

More information about FIRST AMERICAN TITLE COMPANY OF NAPA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01 JONNY KARPUK 2021-05-17
001 2019-01-01 JONNY KARPUK 2020-04-29
001 2018-01-01 JONNY KARPUK 2019-09-24
001 2017-01-01 JONNY KARPUK 2018-10-08
001 2016-01-01 MITCHELL GLOTZER 2017-10-04 MITCHELL GLOTZER 2017-10-04
001 2015-01-01 MITCHELL GLOTZER MITCHELL GLOTZER 2016-10-17
001 2014-01-01
001 2014-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 MITCHELL GLOTZER MITCHELL GLOTZER 2014-12-08
001 2011-01-01 MITCHELL GLOTZER MITCHELL GLOTZER 2012-10-11
001 2010-01-01 ANDREA SCHRADER ANDREA SCHRADER 2012-10-10
001 2009-01-01 ANDREA SCHRADER ANDREA SCHRADER 2010-07-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01	JONNY KARPUK	2021-05-17
001	2019-01-01	JONNY KARPUK	2020-04-29
001	2018-01-01	JONNY KARPUK	2019-09-24
001	2017-01-01	JONNY KARPUK	2018-10-08
001	2016-01-01	MITCHELL GLOTZER	2017-10-04	MITCHELL GLOTZER	2017-10-04
001	2015-01-01	MITCHELL GLOTZER		MITCHELL GLOTZER	2016-10-17
001	2014-01-01
001	2014-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	MITCHELL GLOTZER		MITCHELL GLOTZER	2014-12-08
001	2011-01-01	MITCHELL GLOTZER		MITCHELL GLOTZER	2012-10-11
001	2010-01-01	ANDREA SCHRADER		ANDREA SCHRADER	2012-10-10
001	2009-01-01	ANDREA SCHRADER		ANDREA SCHRADER	2010-07-12

Plan Statistics for FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST

401k plan membership statisitcs for FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST

Measure Date Value
2015: FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 39
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 47
Number of participants with account balances 2015-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 29
Number of retired or separated participants receiving benefits 2014-01-01 10
Number of other retired or separated participants entitled to future benefits 2014-01-01 8
Total of all active and inactive participants 2014-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 47
Number of participants with account balances 2014-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 31
Number of retired or separated participants receiving benefits 2013-01-01 12
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 50
Number of participants with account balances 2013-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 31
Number of retired or separated participants receiving benefits 2012-01-01 11
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 49
Number of participants with account balances 2012-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 29
Number of retired or separated participants receiving benefits 2011-01-01 8
Number of other retired or separated participants entitled to future benefits 2011-01-01 12
Total of all active and inactive participants 2011-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 49
Number of participants with account balances 2011-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 36
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 15
Total of all active and inactive participants 2010-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 53
Number of participants with account balances 2010-01-01 52
2009: FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 37
Number of retired or separated participants receiving benefits 2009-01-01 5
Number of other retired or separated participants entitled to future benefits 2009-01-01 14
Total of all active and inactive participants 2009-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 56
Number of participants with account balances 2009-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2015: FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	39
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	47
Number of participants with account balances	2015-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	29
Number of retired or separated participants receiving benefits	2014-01-01	10
Number of other retired or separated participants entitled to future benefits	2014-01-01	8
Total of all active and inactive participants	2014-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	47
Number of participants with account balances	2014-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	31
Number of retired or separated participants receiving benefits	2013-01-01	12
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	50
Number of participants with account balances	2013-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	31
Number of retired or separated participants receiving benefits	2012-01-01	11
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	49
Number of participants with account balances	2012-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	29
Number of retired or separated participants receiving benefits	2011-01-01	8
Number of other retired or separated participants entitled to future benefits	2011-01-01	12
Total of all active and inactive participants	2011-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	49
Number of participants with account balances	2011-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	36
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	15
Total of all active and inactive participants	2010-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	53
Number of participants with account balances	2010-01-01	52
2009: FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	37
Number of retired or separated participants receiving benefits	2009-01-01	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	14
Total of all active and inactive participants	2009-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	56
Number of participants with account balances	2009-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST

Measure	Date	Value
2015 : FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$230,810
Expenses. Total of all expenses incurred	2015-12-31	$228,694
Benefits paid (including direct rollovers)	2015-12-31	$227,516
Total plan assets at end of year	2015-12-31	$3,304,170
Total plan assets at beginning of year	2015-12-31	$3,302,054
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$164,446
Contributions received from other sources (not participants or employers)	2015-12-31	$86,148
Other income received	2015-12-31	$-19,784
Net income (gross income less expenses)	2015-12-31	$2,116
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,304,170
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,302,054
Assets. Value of participant loans	2015-12-31	$15,373
Assets. Value of real-estate (other than employer real property)	2015-12-31	$1,409,710
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,178
2014 : FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$181,900
Expenses. Total of all expenses incurred	2014-12-31	$132,247
Benefits paid (including direct rollovers)	2014-12-31	$121,169
Total plan assets at end of year	2014-12-31	$3,302,054
Total plan assets at beginning of year	2014-12-31	$3,252,401
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$103,253
Other income received	2014-12-31	$78,647
Net income (gross income less expenses)	2014-12-31	$49,653
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,302,054
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,252,401
Assets. Value of participant loans	2014-12-31	$55,587
Assets. Value of real-estate (other than employer real property)	2014-12-31	$1,428,502
Total contributions received or receivable from employer(s)	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$11,078
2013 : FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$278,176
Expenses. Total of all expenses incurred	2013-12-31	$127,440
Benefits paid (including direct rollovers)	2013-12-31	$127,440
Total plan assets at end of year	2013-12-31	$3,227,587
Total plan assets at beginning of year	2013-12-31	$3,076,851
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$101,259
Other income received	2013-12-31	$176,917
Net income (gross income less expenses)	2013-12-31	$150,736
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,227,587
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,076,851
Assets. Value of participant loans	2013-12-31	$94,402
Assets. Value of real-estate (other than employer real property)	2013-12-31	$1,501,269
Total contributions received or receivable from employer(s)	2013-12-31	$0
2012 : FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$186,599
Expenses. Total of all expenses incurred	2012-12-31	$230,570
Benefits paid (including direct rollovers)	2012-12-31	$230,570
Total plan assets at end of year	2012-12-31	$3,057,014
Total plan assets at beginning of year	2012-12-31	$3,100,985
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$85,212
Other income received	2012-12-31	$101,387
Net income (gross income less expenses)	2012-12-31	$-43,971
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,057,014
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,100,985
Assets. Value of participant loans	2012-12-31	$95,476
Assets. Value of real-estate (other than employer real property)	2012-12-31	$1,601,096
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
2011 : FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$132,734
Expenses. Total of all expenses incurred	2011-12-31	$1,989,645
Benefits paid (including direct rollovers)	2011-12-31	$1,989,645
Total plan assets at end of year	2011-12-31	$3,100,985
Total plan assets at beginning of year	2011-12-31	$4,957,896
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$71,450
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	$61,284
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-1,856,911
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,100,985
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,957,896
Assets. Value of participant loans	2011-12-31	$57,844
Assets. Value of real-estate (other than employer real property)	2011-12-31	$1,806,771
Total contributions received or receivable from employer(s)	2011-12-31	$0
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
2010 : FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$406,873
Expenses. Total of all expenses incurred	2010-12-31	$173,440
Benefits paid (including direct rollovers)	2010-12-31	$173,440
Total plan assets at end of year	2010-12-31	$4,957,896
Total plan assets at beginning of year	2010-12-31	$4,724,463
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$82,684
Other income received	2010-12-31	$324,189
Net income (gross income less expenses)	2010-12-31	$233,433
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,957,896
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,724,463
Assets. Value of participant loans	2010-12-31	$59,712
Assets. Value of real-estate (other than employer real property)	2010-12-31	$3,307,402
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0

Form 5500 Responses for FIRST AMERICAN TITLE COMPANY OF NAPA RETIREMENT PLAN & TRUST

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

Insurance Providers Used on plan

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

Policy contract number

341432

Policy instance

Insurance contract or identification number	341432
Number of Individuals Covered	47
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $2,528
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $2,528
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY INSURANCE SERVICES

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

Policy contract number

341432

Policy instance

Insurance contract or identification number	341432
Number of Individuals Covered	50
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $5,992
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $5,992
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY INSURANCE SERVICES

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

Policy contract number

341432

Policy instance

Insurance contract or identification number	341432
Number of Individuals Covered	49
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $5,217
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $5,217
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY INSURANCE SERVICE

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

Policy contract number

341432

Policy instance

Insurance contract or identification number	341432
Number of Individuals Covered	49
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $5,364
Total amount of fees paid to insurance company	USD $0

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

Policy contract number

341432

Policy instance

Insurance contract or identification number	341432
Number of Individuals Covered	56
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $5,990
Total amount of fees paid to insurance company	USD $0

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Company Name:	FIRST AMERICAN TITLE COMPANY OF NAPA
Employer identification number (EIN):	941557580
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1963-08-01
Company Identification Number:	C0455224
Legal Registered Office Address:	1700 Second Street, Suite 120 Napa United States of America (USA) 94559