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INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 401k Plan overview

Plan NameINSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN
Plan identification number 002

INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.

401k Sponsoring company profile

AUTOMOBILE INSURERS BUREAU OF MASSACHUSETTS has sponsored the creation of one or more 401k plans.

Company Name:AUTOMOBILE INSURERS BUREAU OF MASSACHUSETTS
Employer identification number (EIN):041589700
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01DANIEL JOHNSTON THOMAS SIMON2019-07-22
0022017-01-01DANIEL JOHNSTON THOMAS SIMON2018-06-25
0022016-01-01DANIEL JOHNSTON THOMAS SIMON2017-08-29
0022015-01-01DAVID SINK THOMAS SIMON2016-07-12
0022014-01-01MONTE ALMER THOMAS SIMON2015-07-10
0022013-01-01MONTE ALMER THOMAS SIMON2014-07-15
0022012-01-01MONTE ALMER THOMAS SIMON2013-07-16
0022011-01-01MONTE ALMER THOMAS SIMON2012-05-24
0022010-01-01MONTE ALMER THOMAS SIMON2011-05-09
0022009-01-01MONTE ALMER THOMAS SIMON2010-07-23

Plan Statistics for INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN

401k plan membership statisitcs for INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN

Measure Date Value
2023: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0137
Total number of active participants reported on line 7a of the Form 55002023-01-0122
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-0110
Total of all active and inactive participants2023-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-0136
Number of participants with account balances2023-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0137
Total number of active participants reported on line 7a of the Form 55002022-01-0122
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-0137
Number of participants with account balances2022-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0135
Total number of active participants reported on line 7a of the Form 55002021-01-0121
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0111
Total of all active and inactive participants2021-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-0137
Number of participants with account balances2021-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0137
Total number of active participants reported on line 7a of the Form 55002020-01-0121
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-0135
Number of participants with account balances2020-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0134
Total number of active participants reported on line 7a of the Form 55002019-01-0125
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-0137
Number of participants with account balances2019-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0136
Total number of active participants reported on line 7a of the Form 55002018-01-0124
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-0134
Number of participants with account balances2018-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0138
Total number of active participants reported on line 7a of the Form 55002017-01-0126
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-0136
Number of participants with account balances2017-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0138
Total number of active participants reported on line 7a of the Form 55002016-01-0126
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-0138
Number of participants with account balances2016-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0138
Total number of active participants reported on line 7a of the Form 55002015-01-0124
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0136
Number of participants with account balances2015-01-0135
2014: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0138
Total number of active participants reported on line 7a of the Form 55002014-01-0126
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-0138
Number of participants with account balances2014-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0138
Total number of active participants reported on line 7a of the Form 55002013-01-0125
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-0138
Number of participants with account balances2013-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0140
Total number of active participants reported on line 7a of the Form 55002012-01-0125
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-0138
Number of participants with account balances2012-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0141
Total number of active participants reported on line 7a of the Form 55002011-01-0127
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-0140
Number of participants with account balances2011-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0146
Total number of active participants reported on line 7a of the Form 55002010-01-0128
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-0141
Number of participants with account balances2010-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0154
Total number of active participants reported on line 7a of the Form 55002009-01-0129
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-0146
Number of participants with account balances2009-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN

Measure Date Value
2023 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$2,858,168
Expenses. Total of all expenses incurred2023-12-31$22,898
Benefits paid (including direct rollovers)2023-12-31$33,249
Total plan assets at end of year2023-12-31$15,975,427
Total plan assets at beginning of year2023-12-31$13,140,157
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$313,265
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$2,417,031
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$2,835,270
Net plan assets at end of year (total assets less liabilities)2023-12-31$15,975,427
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$13,140,157
Assets. Value of participant loans2023-12-31$17,021
Total contributions received or receivable from employer(s)2023-12-31$127,872
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$-10,351
2022 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-2,795,687
Expenses. Total of all expenses incurred2022-12-31$3,519,908
Benefits paid (including direct rollovers)2022-12-31$3,536,593
Total plan assets at end of year2022-12-31$13,140,157
Total plan assets at beginning of year2022-12-31$19,455,752
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$319,583
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-3,221,853
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-6,315,595
Net plan assets at end of year (total assets less liabilities)2022-12-31$13,140,157
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$19,455,752
Assets. Value of participant loans2022-12-31$26,219
Total contributions received or receivable from employer(s)2022-12-31$106,583
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$-16,685
2021 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$3,112,231
Expenses. Total of all expenses incurred2021-12-31$331,385
Benefits paid (including direct rollovers)2021-12-31$347,915
Total plan assets at end of year2021-12-31$19,455,752
Total plan assets at beginning of year2021-12-31$16,674,906
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$315,453
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$2,730,512
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$2,780,846
Net plan assets at end of year (total assets less liabilities)2021-12-31$19,455,752
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$16,674,906
Assets. Value of participant loans2021-12-31$35,204
Total contributions received or receivable from employer(s)2021-12-31$66,266
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$-16,530
2020 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$-50,028
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,847,948
Expenses. Total of all expenses incurred2020-12-31$1,758,759
Benefits paid (including direct rollovers)2020-12-31$1,770,785
Total plan assets at end of year2020-12-31$16,674,906
Total plan assets at beginning of year2020-12-31$15,635,745
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$350,284
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$2,497,664
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,089,189
Net plan assets at end of year (total assets less liabilities)2020-12-31$16,674,906
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$15,635,745
Assets. Value of participant loans2020-12-31$97,456
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$-12,026
2019 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$3,461,439
Expenses. Total of all expenses incurred2019-12-31$498,742
Benefits paid (including direct rollovers)2019-12-31$510,823
Total plan assets at end of year2019-12-31$15,635,745
Total plan assets at beginning of year2019-12-31$12,673,048
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$348,539
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$231,760
Other income received2019-12-31$2,881,140
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$2,962,697
Net plan assets at end of year (total assets less liabilities)2019-12-31$15,635,745
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$12,673,048
Assets. Value of participant loans2019-12-31$59,660
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$-12,081
2018 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-314,868
Expenses. Total of all expenses incurred2018-12-31$788,955
Benefits paid (including direct rollovers)2018-12-31$800,977
Total plan assets at end of year2018-12-31$12,673,048
Total plan assets at beginning of year2018-12-31$13,776,871
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$390,205
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-705,073
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-1,103,823
Net plan assets at end of year (total assets less liabilities)2018-12-31$12,673,048
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$13,776,871
Assets. Value of participant loans2018-12-31$81,300
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$-12,022
2017 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$2,357,083
Expenses. Total of all expenses incurred2017-12-31$51,358
Benefits paid (including direct rollovers)2017-12-31$60,529
Total plan assets at end of year2017-12-31$13,776,871
Total plan assets at beginning of year2017-12-31$11,471,146
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$364,540
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$23,720
Other income received2017-12-31$1,968,823
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$2,305,725
Net plan assets at end of year (total assets less liabilities)2017-12-31$13,776,871
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$11,471,146
Assets. Value of participant loans2017-12-31$101,350
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$-9,171
2016 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,106,767
Expenses. Total of all expenses incurred2016-12-31$321,378
Benefits paid (including direct rollovers)2016-12-31$328,367
Total plan assets at end of year2016-12-31$11,471,146
Total plan assets at beginning of year2016-12-31$10,685,757
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$351,188
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$755,579
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$785,389
Net plan assets at end of year (total assets less liabilities)2016-12-31$11,471,146
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$10,685,757
Assets. Value of participant loans2016-12-31$104,556
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$-6,989
2015 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$389,780
Expenses. Total of all expenses incurred2015-12-31$268,847
Benefits paid (including direct rollovers)2015-12-31$273,895
Total plan assets at end of year2015-12-31$10,685,757
Total plan assets at beginning of year2015-12-31$10,564,824
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$355,947
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$33,833
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$120,933
Net plan assets at end of year (total assets less liabilities)2015-12-31$10,685,757
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$10,564,824
Assets. Value of participant loans2015-12-31$40,118
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$-5,048
2014 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$990,059
Expenses. Total of all expenses incurred2014-12-31$155,519
Benefits paid (including direct rollovers)2014-12-31$158,769
Total plan assets at end of year2014-12-31$10,564,824
Total plan assets at beginning of year2014-12-31$9,730,284
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$327,943
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$662,116
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$834,540
Net plan assets at end of year (total assets less liabilities)2014-12-31$10,564,824
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$9,730,284
Assets. Value of participant loans2014-12-31$61,008
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$-3,250
2013 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,806,909
Expenses. Total of all expenses incurred2013-12-31$786,273
Benefits paid (including direct rollovers)2013-12-31$785,611
Total plan assets at end of year2013-12-31$9,730,284
Total plan assets at beginning of year2013-12-31$8,709,648
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$309,287
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,494,555
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,020,636
Net plan assets at end of year (total assets less liabilities)2013-12-31$9,730,284
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$8,709,648
Assets. Value of participant loans2013-12-31$83,282
Total contributions received or receivable from employer(s)2013-12-31$3,067
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$662
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,280,501
Expenses. Total of all expenses incurred2012-12-31$665,598
Benefits paid (including direct rollovers)2012-12-31$664,798
Total plan assets at end of year2012-12-31$8,709,648
Total plan assets at beginning of year2012-12-31$8,094,745
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$299,999
Expenses. Other expenses not covered elsewhere2012-12-31$800
Other income received2012-12-31$975,459
Net income (gross income less expenses)2012-12-31$614,903
Net plan assets at end of year (total assets less liabilities)2012-12-31$8,709,648
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$8,094,745
Assets. Value of participant loans2012-12-31$82,292
Total contributions received or receivable from employer(s)2012-12-31$5,043
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$214,363
Expenses. Total of all expenses incurred2011-12-31$87,365
Benefits paid (including direct rollovers)2011-12-31$86,688
Total plan assets at end of year2011-12-31$8,094,745
Total plan assets at beginning of year2011-12-31$7,967,747
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$305,569
Expenses. Other expenses not covered elsewhere2011-12-31$677
Other income received2011-12-31$-97,631
Net income (gross income less expenses)2011-12-31$126,998
Net plan assets at end of year (total assets less liabilities)2011-12-31$8,094,745
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$7,967,747
Assets. Value of participant loans2011-12-31$103,629
Total contributions received or receivable from employer(s)2011-12-31$6,425
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,287,187
Expenses. Total of all expenses incurred2010-12-31$765,834
Benefits paid (including direct rollovers)2010-12-31$765,036
Total plan assets at end of year2010-12-31$7,967,747
Total plan assets at beginning of year2010-12-31$7,446,394
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$310,726
Expenses. Other expenses not covered elsewhere2010-12-31$798
Other income received2010-12-31$921,813
Net income (gross income less expenses)2010-12-31$521,353
Net plan assets at end of year (total assets less liabilities)2010-12-31$7,967,747
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$7,446,394
Assets. Value of participant loans2010-12-31$104,271
Total contributions received or receivable from employer(s)2010-12-31$54,648
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN

2023: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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