401k Plan data: ICSO 401K SAVINGS PLAN plan

ICSO 401K SAVINGS PLAN 401k Plan overview

Plan Name	ICSO 401K SAVINGS PLAN
Plan identification number	002

ICSO 401K SAVINGS 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

INSURANCE INFORMATION INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name: INSURANCE INFORMATION INSTITUTE

Employer identification number (EIN): 131912455

NAIC Classification: 525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ICSO 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 CHARLES P. KWOLEK 2022-06-27 LAURA L. FAVINGER 2022-06-27
002 2020-01-01 CHARLES P. KWOLEK 2021-10-07 LAURA L. FAVINGER 2021-10-07
002 2019-01-01 CHARLES P. KWOLEK 2020-09-09 CAROL LIESCH 2020-06-15
002 2018-01-01 CHARLES P. KWOLEK JR. 2019-07-09 CAROL LIESCH 2019-07-09
002 2017-01-01 CHARLES P. KWOLEK JR. 2018-06-11 CAROL LIESCH 2018-06-07
002 2016-01-01 CHARLES P. KWOLEK, JR. 2017-07-12 CAROL LIESCH 2017-06-23
002 2015-01-01 CHARLES KWOLEK 2016-08-22 CAROL LIESCH 2016-08-22
002 2014-01-01 CHARLES KWOLEK 2015-07-13 CAROL LIESCH 2015-07-13
002 2013-01-01 CHARLES KWOLEK 2014-06-12 CAROL LIESCH 2014-05-23
002 2012-01-01 CHARLES P. KWOLEK, JR. 2013-09-26 CAROL LIESCH 2013-05-13
002 2011-01-01 CHARLES P. KWOLEK, JR. 2012-09-14 CAROL LIESCH 2012-07-31
002 2010-01-01 JOHN GOLEMBESKI 2011-06-08 CAROL LIESCH 2011-06-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01	CHARLES P. KWOLEK	2022-06-27	LAURA L. FAVINGER	2022-06-27
002	2020-01-01	CHARLES P. KWOLEK	2021-10-07	LAURA L. FAVINGER	2021-10-07
002	2019-01-01	CHARLES P. KWOLEK	2020-09-09	CAROL LIESCH	2020-06-15
002	2018-01-01	CHARLES P. KWOLEK JR.	2019-07-09	CAROL LIESCH	2019-07-09
002	2017-01-01	CHARLES P. KWOLEK JR.	2018-06-11	CAROL LIESCH	2018-06-07
002	2016-01-01	CHARLES P. KWOLEK, JR.	2017-07-12	CAROL LIESCH	2017-06-23
002	2015-01-01	CHARLES KWOLEK	2016-08-22	CAROL LIESCH	2016-08-22
002	2014-01-01	CHARLES KWOLEK	2015-07-13	CAROL LIESCH	2015-07-13
002	2013-01-01	CHARLES KWOLEK	2014-06-12	CAROL LIESCH	2014-05-23
002	2012-01-01	CHARLES P. KWOLEK, JR.	2013-09-26	CAROL LIESCH	2013-05-13
002	2011-01-01	CHARLES P. KWOLEK, JR.	2012-09-14	CAROL LIESCH	2012-07-31
002	2010-01-01	JOHN GOLEMBESKI	2011-06-08	CAROL LIESCH	2011-06-02

Potentially related plans

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Company Name:	INSURANCE INFORMATION INSTITUTE
Employer identification number (EIN):	131912455
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds