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Aggregated ALE:Information <br />Controlled Group: Please indicate If you are a member of any of the following: (requlred) <br />------- ----- ..._-----..-------- <br />• a Controlled Group of business entities under IRS Section 414(b) or (c); ❑ No ❑ Yes » If Yes, see below* <br />• an affiliated service group under IRS Section 414(m); or - <br />• an arrangement described under IRS Section 414(0) <br />Government Entity: Are you area Government Entity that has reportable employees under ❑ No ❑ Yes » if Yes, see below* <br />more than one EIN number? <br />"if you answered YES to either question above, please complete the Information In the section below for each member entity within t h a <br />Aggregated ALE,placing the entity with the most employees on top descending down to the entity with the fewest employees, A Plan <br />Application will need to be submitted separately for each entity. _ <br />Entity's Legal Name Entity's EIN Number <br />I <br />I <br />`there are more than 15 entities to report, please provide the remainder on an additional document. T <br />ADMIN ONLY: TASC ACA - Special Instructions: <br />��t°t�a.�5•�„.ria_a.,^���..,�.n.:..�.�,.,,,s-rc:€ld'.,.d_-�x�.c-...a'v�4,�s,.v.>3,�5'd��?At�"k��.c.-.fi�3s�" iw:.��e,W� �'.,.k� �'F� tt}�.��7u,�S�rM�� iihBi'aniia� <br />❑ ERISA Compliance Services <br />PRICING ' Set-up Fee (due now) <br />NOTE: Plan cvdl begrn on the fast of the month In which application Is received. •Annual Admin Fee (Na Minimum) (due now) <br />_. .. _ .._ ....._ __. . INFO: ; <br />Additional Services (additional fees apply): Based on number of employees <br />❑WMedlcare Part D Notice' ❑ PPACA Notices' ❑ Form 5500 Late Filing (ft of years to be filed: <br />❑ Additional Benefit Plans (9+) ❑ Professional Services (billed hourly) ❑ Wrap Document'- Individual/Separate Affiliated Employer <br />❑ Carrier Certificates of Coverage attached to Plan Document/SPD <br />'Services automatically renew annually <br />p <br />'only select if additional Wrap Documents are needed beyond Included Mega -Wrap Document <br />I nCRICCITC IRICrIp RflATIr1RI����P��Ta��K�wf) <br />The following benefits are subject to ERISA requirements. Please complete each column as it relates to all benefits offered by the Employer, <br />IMPORTANT NOTE: Your Plan Document/Summary Plan Description (SPD) will be prepared based on your answers to each question so please be <br />sure to answer these questions accurately and In agreement with the insurance certificates or summaries for these benefits. Those Insurance <br />certificates and summaries will be Incorporated by reference in your Plan Document/SPD and in effect comprise an Important part of your Plan <br />Document/SPD. Refer to KEYbelow for each column: <br />Column A: Applicable health & welfare benefits subject to ERISA- Indicate by completing all columns B -G for benefits offered by Employer. <br />Column B:! For each applicable benefit offered, enterthe Month and Date forthe ACTUAL Contract Year of the policywith each carrier. <br />Example:Health-- Contract Year is January 1, renews everyJanuary l - <br />Column C: Is the Contract for this benefit Issued in the group name or individual? Enter "G' for Group, or "I" for Individual, <br />Column D: For applicable benefits offered, are employees allowed to pre-tax their contributions underyour Section 125 Plan? <br />Enter "Y" for ves. or "N" for no. <br />Page Employer initial G�l <br />T03923-010117 — -- <br />