401k Plan data: ACCESS INSURANCE UNDERWRITER, LLC 401(K) SAVINGS PLAN plan

ACCESS INSURANCE UNDERWRITER, LLC 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	ACCESS INSURANCE UNDERWRITER, LLC 401(K) SAVINGS PLAN
Plan identification number	001

ACCESS INSURANCE UNDERWRITER, LLC 401(K) 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ACCESS INSURANCE UNDERWRITER, LLC has sponsored the creation of one or more 401k plans.

Company Name: ACCESS INSURANCE UNDERWRITER, LLC

Employer identification number (EIN): 200474935

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCESS INSURANCE UNDERWRITER, LLC 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01 MICHAEL BURKE 2023-05-31 PHILLIP WARDELL 2023-05-31
001 2021-01-01 MICHAEL BURKE 2022-07-15
001 2020-01-01 PHILLIP WARDELL 2021-06-08 PHILLIP WARDELL 2021-06-08
001 2019-01-01 MICHAEL BURKE 2020-05-21 MICHAEL BURKE 2020-05-21
001 2018-01-01 MICHAEL BURKE 2019-10-04 MICHAEL BURKE 2019-10-04
001 2017-01-01 MICHAEL MACHADO 2018-10-12 PHILLIP WARDELL 2018-10-12
001 2017-01-01 MICHAEL MACHADO 2018-10-12 PHILLIP WARDELL 2018-10-12
001 2016-01-01 NANCYGONZALEZ 2017-06-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01	MICHAEL BURKE	2023-05-31	PHILLIP WARDELL	2023-05-31
001	2021-01-01	MICHAEL BURKE	2022-07-15
001	2020-01-01	PHILLIP WARDELL	2021-06-08	PHILLIP WARDELL	2021-06-08
001	2019-01-01	MICHAEL BURKE	2020-05-21	MICHAEL BURKE	2020-05-21
001	2018-01-01	MICHAEL BURKE	2019-10-04	MICHAEL BURKE	2019-10-04
001	2017-01-01	MICHAEL MACHADO	2018-10-12	PHILLIP WARDELL	2018-10-12
001	2017-01-01	MICHAEL MACHADO	2018-10-12	PHILLIP WARDELL	2018-10-12
001	2016-01-01	NANCYGONZALEZ	2017-06-12

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Company Name:	ACCESS INSURANCE UNDERWRITER, LLC
Employer identification number (EIN):	200474935
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages