401k Plan data: A.O. REED & CO. 401(K) PLAN plan

A.O. REED & CO. 401(K) PLAN 401k Plan overview

Plan Name	A.O. REED & CO. 401(K) PLAN
Plan identification number	003

A.O. REED & CO. 401(K) 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

A.O. REED & CO. has sponsored the creation of one or more 401k plans.

Company Name: A.O. REED & CO.

Employer identification number (EIN): 951138730

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A.O. REED & CO. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 PLAN SPONSOR 2023-08-07
003 2021-01-01 CRAIG KOEHLER 2022-06-14 CRAIG KOEHLER 2022-06-14
003 2020-01-01 CRAIG KOEHLER 2021-07-13
003 2019-01-01 CRAIG KOEHLER 2020-06-26 CRAIG KOEHLER 2020-06-26
003 2018-01-01 CRAIG D KOEHLER 2019-05-20
003 2017-01-01 CRAIG D. KOEHLER 2018-07-26
003 2016-01-01 CRAIG KOEHLER 2017-07-28
003 2015-01-01 CRAIG KOEHLER 2016-06-03
003 2014-01-01 CRAIG KOEHLER
003 2013-01-01 CRAIG KOEHLER CRAIG KOEHLER 2014-06-26
003 2012-01-01 CLYDE C. BLYEVEN
003 2011-01-01 CLYDE C. BLYLEVEN CLYDE C. BLYLEVEN 2012-07-12
003 2010-01-01 COLIN BERMAN COLIN BERMAN 2011-07-18
003 2009-01-01 COLIN BERMAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	PLAN SPONSOR	2023-08-07
003	2021-01-01	CRAIG KOEHLER	2022-06-14	CRAIG KOEHLER	2022-06-14
003	2020-01-01	CRAIG KOEHLER	2021-07-13
003	2019-01-01	CRAIG KOEHLER	2020-06-26	CRAIG KOEHLER	2020-06-26
003	2018-01-01	CRAIG D KOEHLER	2019-05-20
003	2017-01-01	CRAIG D. KOEHLER	2018-07-26
003	2016-01-01	CRAIG KOEHLER	2017-07-28
003	2015-01-01	CRAIG KOEHLER	2016-06-03
003	2014-01-01	CRAIG KOEHLER
003	2013-01-01	CRAIG KOEHLER		CRAIG KOEHLER	2014-06-26
003	2012-01-01	CLYDE C. BLYEVEN
003	2011-01-01	CLYDE C. BLYLEVEN		CLYDE C. BLYLEVEN	2012-07-12
003	2010-01-01	COLIN BERMAN		COLIN BERMAN	2011-07-18
003	2009-01-01	COLIN BERMAN

Plan Statistics for A.O. REED & CO. 401(K) PLAN

401k plan membership statisitcs for A.O. REED & CO. 401(K) PLAN

Measure Date Value
2014: A.O. REED & CO. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 85
Number of retired or separated participants receiving benefits 2014-01-01 1
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 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 96
Number of participants with account balances 2014-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: A.O. REED & CO. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 79
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 12
Total of all active and inactive participants 2013-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 92
Number of participants with account balances 2013-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: A.O. REED & CO. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 83
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 20
Total of all active and inactive participants 2012-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 104
Number of participants with account balances 2012-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: A.O. REED & CO. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 73
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 16
Total of all active and inactive participants 2011-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 89
Number of participants with account balances 2011-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: A.O. REED & CO. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 82
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 6
Total of all active and inactive participants 2010-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 88
Number of participants with account balances 2010-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: A.O. REED & CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 78
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 21
Total of all active and inactive participants 2009-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 99
Number of participants with account balances 2009-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2014: A.O. REED & CO. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	85
Number of retired or separated participants receiving benefits	2014-01-01	1
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	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	96
Number of participants with account balances	2014-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: A.O. REED & CO. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	79
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	12
Total of all active and inactive participants	2013-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	92
Number of participants with account balances	2013-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: A.O. REED & CO. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	83
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	20
Total of all active and inactive participants	2012-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	104
Number of participants with account balances	2012-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: A.O. REED & CO. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	73
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	16
Total of all active and inactive participants	2011-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	89
Number of participants with account balances	2011-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: A.O. REED & CO. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	82
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	6
Total of all active and inactive participants	2010-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	88
Number of participants with account balances	2010-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: A.O. REED & CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	78
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	21
Total of all active and inactive participants	2009-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	99
Number of participants with account balances	2009-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on A.O. REED & CO. 401(K) PLAN

Measure	Date	Value
2014 : A.O. REED & CO. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$996,252
Expenses. Total of all expenses incurred	2014-12-31	$627,011
Benefits paid (including direct rollovers)	2014-12-31	$626,252
Total plan assets at end of year	2014-12-31	$8,244,748
Total plan assets at beginning of year	2014-12-31	$7,875,507
Value of fidelity bond covering the plan	2014-12-31	$750,000
Total contributions received or receivable from participants	2014-12-31	$399,325
Expenses. Other expenses not covered elsewhere	2014-12-31	$759
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$585,234
Net income (gross income less expenses)	2014-12-31	$369,241
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,244,748
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,875,507
Assets. Value of participant loans	2014-12-31	$184,691
Total contributions received or receivable from employer(s)	2014-12-31	$11,693
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : A.O. REED & CO. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$4,608
Total income from all sources	2013-12-31	$1,791,813
Expenses. Total of all expenses incurred	2013-12-31	$1,319,615
Benefits paid (including direct rollovers)	2013-12-31	$1,312,348
Total plan assets at end of year	2013-12-31	$7,875,507
Total plan assets at beginning of year	2013-12-31	$7,398,701
Value of fidelity bond covering the plan	2013-12-31	$750,000
Total contributions received or receivable from participants	2013-12-31	$393,843
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,143
Contributions received from other sources (not participants or employers)	2013-12-31	$166,039
Other income received	2013-12-31	$1,219,072
Net income (gross income less expenses)	2013-12-31	$472,198
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,875,507
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,398,701
Assets. Value of participant loans	2013-12-31	$216,927
Total contributions received or receivable from employer(s)	2013-12-31	$12,859
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$6,124
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : A.O. REED & CO. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,234,242
Expenses. Total of all expenses incurred	2012-12-31	$775,844
Benefits paid (including direct rollovers)	2012-12-31	$775,261
Total plan assets at end of year	2012-12-31	$7,398,701
Total plan assets at beginning of year	2012-12-31	$6,940,303
Value of fidelity bond covering the plan	2012-12-31	$750,000
Total contributions received or receivable from participants	2012-12-31	$435,135
Expenses. Other expenses not covered elsewhere	2012-12-31	$583
Contributions received from other sources (not participants or employers)	2012-12-31	$13,760
Other income received	2012-12-31	$742,869
Net income (gross income less expenses)	2012-12-31	$458,398
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,398,701
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,940,303
Assets. Value of participant loans	2012-12-31	$197,168
Total contributions received or receivable from employer(s)	2012-12-31	$42,478
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : A.O. REED & CO. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$365,717
Expenses. Total of all expenses incurred	2011-12-31	$112,789
Benefits paid (including direct rollovers)	2011-12-31	$108,942
Total plan assets at end of year	2011-12-31	$6,940,303
Total plan assets at beginning of year	2011-12-31	$6,687,375
Value of fidelity bond covering the plan	2011-12-31	$750,000
Total contributions received or receivable from participants	2011-12-31	$542,692
Expenses. Other expenses not covered elsewhere	2011-12-31	$932
Contributions received from other sources (not participants or employers)	2011-12-31	$406
Other income received	2011-12-31	$-187,260
Net income (gross income less expenses)	2011-12-31	$252,928
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,940,303
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,687,375
Assets. Value of participant loans	2011-12-31	$257,472
Total contributions received or receivable from employer(s)	2011-12-31	$9,879
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$2,915
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : A.O. REED & CO. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$435
Total income from all sources	2010-12-31	$1,292,692
Expenses. Total of all expenses incurred	2010-12-31	$783,468
Benefits paid (including direct rollovers)	2010-12-31	$782,475
Total plan assets at end of year	2010-12-31	$6,687,375
Total plan assets at beginning of year	2010-12-31	$6,177,716
Value of fidelity bond covering the plan	2010-12-31	$750,000
Total contributions received or receivable from participants	2010-12-31	$489,370
Expenses. Other expenses not covered elsewhere	2010-12-31	$993
Contributions received from other sources (not participants or employers)	2010-12-31	$99,279
Other income received	2010-12-31	$695,159
Net income (gross income less expenses)	2010-12-31	$509,224
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,687,375
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$6,177,716
Assets. Value of participant loans	2010-12-31	$235,427
Total contributions received or receivable from employer(s)	2010-12-31	$8,884
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : A.O. REED & CO. 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for A.O. REED & CO. 401(K) PLAN

2014: A.O. REED & CO. 401(K) 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
2013: A.O. REED & CO. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: A.O. REED & CO. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: A.O. REED & CO. 401(K) 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: A.O. REED & CO. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: A.O. REED & CO. 401(K) 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-831987

Policy instance

Insurance contract or identification number	GA-831987
Number of Individuals Covered	82
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $17,455
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 $17,455
Insurance broker organization code?	3
Insurance broker name	MICHAEL SHEA BEHNER

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-831987

Policy instance

Insurance contract or identification number	GA-831987
Number of Individuals Covered	78
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $16,887
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 $16,887
Insurance broker organization code?	3
Insurance broker name	MICHAEL SHEA BEHNER

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-831987

Policy instance

Insurance contract or identification number	GA-831987
Number of Individuals Covered	83
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $3,978
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 $3,978
Insurance broker organization code?	3
Insurance broker name	MICHAEL SHEA BEHNER

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-710253

Policy instance

Insurance contract or identification number	GA-710253
Number of Individuals Covered	89
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $17,009
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-710253

Policy instance

Insurance contract or identification number	GA-710253
Number of Individuals Covered	88
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $15,032
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 $15,032
Insurance broker organization code?	3
Insurance broker name	ENTERPRISE GENERAL INS AGCY

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Company Name:	A.O. REED & CO.
Employer identification number (EIN):	951138730
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors