401k Plan data: KNAPP, PETERSEN & CLARKE RETIREMENT PLAN plan

KNAPP, PETERSEN & CLARKE RETIREMENT PLAN 401k Plan overview

Plan Name	KNAPP, PETERSEN & CLARKE RETIREMENT PLAN
Plan identification number	003

KNAPP, PETERSEN & CLARKE RETIREMENT 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Life insurance

401k Sponsoring company profile

KNAPP, PETERSEN & CLARKE has sponsored the creation of one or more 401k plans.

Company Name: KNAPP, PETERSEN & CLARKE

Employer identification number (EIN): 953628599

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KNAPP, PETERSEN & CLARKE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 LAURA LOSEE 2023-06-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01 CYNTHIA TRANGSRUD 2019-09-24
003 2017-01-01 CYNTHIA TRANGSRUD 2018-05-03 CYNTHIA TRANGSRUD 2018-05-03
003 2016-01-01 CYNTHIA TRANGSRUD 2017-06-22
003 2015-01-01 CYNTHIA TRANGSRUD 2016-10-13
003 2014-01-01 CYNTHIA TRANGSRUD 2015-07-02
003 2013-01-01 CYNTHIA A. TRANGSRUD CYNTHIA A. TRANGSRUD 2014-10-06
003 2012-01-01 CYNTHIA A. TRANGSRUD
003 2011-01-01 CYNTHIA A. TRANGSRUD
003 2010-01-01 CYNTHIA A. TRANGSRUD CYNTHIA A. TRANGSRUD 2011-08-26
003 2009-01-01 CYNTHIA A. TRANGSRUD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	LAURA LOSEE	2023-06-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01	CYNTHIA TRANGSRUD	2019-09-24
003	2017-01-01	CYNTHIA TRANGSRUD	2018-05-03	CYNTHIA TRANGSRUD	2018-05-03
003	2016-01-01	CYNTHIA TRANGSRUD	2017-06-22
003	2015-01-01	CYNTHIA TRANGSRUD	2016-10-13
003	2014-01-01	CYNTHIA TRANGSRUD	2015-07-02
003	2013-01-01	CYNTHIA A. TRANGSRUD		CYNTHIA A. TRANGSRUD	2014-10-06
003	2012-01-01	CYNTHIA A. TRANGSRUD
003	2011-01-01	CYNTHIA A. TRANGSRUD
003	2010-01-01	CYNTHIA A. TRANGSRUD		CYNTHIA A. TRANGSRUD	2011-08-26
003	2009-01-01	CYNTHIA A. TRANGSRUD

Plan Statistics for KNAPP, PETERSEN & CLARKE RETIREMENT PLAN

401k plan membership statisitcs for KNAPP, PETERSEN & CLARKE RETIREMENT PLAN

Measure Date Value
2013: KNAPP, PETERSEN & CLARKE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 62
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 11
Total of all active and inactive participants 2013-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 73
Number of participants with account balances 2013-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KNAPP, PETERSEN & CLARKE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 64
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 9
Total of all active and inactive participants 2012-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 73
Number of participants with account balances 2012-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: KNAPP, PETERSEN & CLARKE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 71
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 10
Total of all active and inactive participants 2011-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 81
Number of participants with account balances 2011-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: KNAPP, PETERSEN & CLARKE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 72
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 9
Total of all active and inactive participants 2010-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 82
Number of participants with account balances 2010-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: KNAPP, PETERSEN & CLARKE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 72
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 8
Total of all active and inactive participants 2009-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 81
Number of participants with account balances 2009-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: KNAPP, PETERSEN & CLARKE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	62
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	11
Total of all active and inactive participants	2013-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	73
Number of participants with account balances	2013-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KNAPP, PETERSEN & CLARKE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	64
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	9
Total of all active and inactive participants	2012-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	73
Number of participants with account balances	2012-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: KNAPP, PETERSEN & CLARKE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	71
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	10
Total of all active and inactive participants	2011-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	81
Number of participants with account balances	2011-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: KNAPP, PETERSEN & CLARKE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	72
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	9
Total of all active and inactive participants	2010-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	82
Number of participants with account balances	2010-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: KNAPP, PETERSEN & CLARKE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	72
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	8
Total of all active and inactive participants	2009-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	81
Number of participants with account balances	2009-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KNAPP, PETERSEN & CLARKE RETIREMENT PLAN

Measure	Date	Value
2013 : KNAPP, PETERSEN & CLARKE RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,110,104
Expenses. Total of all expenses incurred	2013-12-31	$120,887
Benefits paid (including direct rollovers)	2013-12-31	$81,299
Total plan assets at end of year	2013-12-31	$11,944,237
Total plan assets at beginning of year	2013-12-31	$9,955,020
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$525,353
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	$1,560,748
Net income (gross income less expenses)	2013-12-31	$1,989,217
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$11,944,237
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$9,955,020
Assets. Value of participant loans	2013-12-31	$146,839
Total contributions received or receivable from employer(s)	2013-12-31	$24,003
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$37,613
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,975
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : KNAPP, PETERSEN & CLARKE RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,403,308
Expenses. Total of all expenses incurred	2012-12-31	$498,391
Benefits paid (including direct rollovers)	2012-12-31	$497,001
Total plan assets at end of year	2012-12-31	$9,955,020
Total plan assets at beginning of year	2012-12-31	$9,050,103
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$522,015
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	$857,286
Net income (gross income less expenses)	2012-12-31	$904,917
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$9,955,020
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$9,050,103
Assets. Value of participant loans	2012-12-31	$140,914
Total contributions received or receivable from employer(s)	2012-12-31	$24,007
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	$1,390
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : KNAPP, PETERSEN & CLARKE RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$619,589
Expenses. Total of all expenses incurred	2011-12-31	$437,344
Benefits paid (including direct rollovers)	2011-12-31	$432,521
Total plan assets at end of year	2011-12-31	$9,050,103
Total plan assets at beginning of year	2011-12-31	$8,867,858
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$527,323
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	$68,260
Net income (gross income less expenses)	2011-12-31	$182,245
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$9,050,103
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$8,867,858
Assets. Value of participant loans	2011-12-31	$151,539
Total contributions received or receivable from employer(s)	2011-12-31	$24,006
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$3,203
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,620
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : KNAPP, PETERSEN & CLARKE RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,283,409
Expenses. Total of all expenses incurred	2010-12-31	$31,134
Benefits paid (including direct rollovers)	2010-12-31	$29,457
Total plan assets at end of year	2010-12-31	$8,867,858
Total plan assets at beginning of year	2010-12-31	$7,615,583
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$526,407
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	$732,922
Net income (gross income less expenses)	2010-12-31	$1,252,275
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$8,867,858
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$7,615,583
Assets. Value of participant loans	2010-12-31	$142,384
Total contributions received or receivable from employer(s)	2010-12-31	$24,080
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$77
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : KNAPP, PETERSEN & CLARKE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for KNAPP, PETERSEN & CLARKE RETIREMENT PLAN

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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SF 7934

Policy instance

Insurance contract or identification number	SF 7934
Number of Individuals Covered	73
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SF 7934

Policy instance

Insurance contract or identification number	SF 7934
Number of Individuals Covered	73
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $21,919
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 $21,919
Insurance broker organization code?	1
Insurance broker name	THE WEIL CO

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SF 7934

Policy instance

Insurance contract or identification number	SF 7934
Number of Individuals Covered	81
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $23,652
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SF 7934

Policy instance

Insurance contract or identification number	SF 7934
Number of Individuals Covered	82
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $21,275
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 $21,275
Insurance broker organization code?	1
Insurance broker name	THE WEIL CO

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Company Name:	KNAPP, PETERSEN & CLARKE
Employer identification number (EIN):	953628599
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers