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SOCIETY OF CHARTERED PROPERTY & CASUALTY UNDERWRITERS RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameSOCIETY OF CHARTERED PROPERTY & CASUALTY UNDERWRITERS RETIREMENT SAVINGS PLAN
Plan identification number 002

SOCIETY OF CHARTERED PROPERTY & CASUALTY UNDERWRITERS RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

SOCIETY OF CHARTERED PROPERTY & CASUALTY UNDERWRITERS has sponsored the creation of one or more 401k plans.

Company Name:SOCIETY OF CHARTERED PROPERTY & CASUALTY UNDERWRITERS
Employer identification number (EIN):231552247
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOCIETY OF CHARTERED PROPERTY & CASUALTY UNDERWRITERS RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01JEFFREY SCHEIDT2018-10-10
0022017-01-01JEFFREY SCHEIDT2018-10-10
0022016-01-01JEFFREY SCHEIDT2017-09-22
0022015-01-01JEFFREY SCHEIDT2016-10-14
0022014-01-01JEFFREY SCHEIDT2015-09-28
0022013-01-01JEFFREY SCHEIDT2014-10-10
0022012-01-01JEFFREY SCHEIDT2013-09-16
0022011-01-01JEFFREY SCHEIDT2012-07-30
0022009-01-01CATHY J. KARCH

Plan Statistics for SOCIETY OF CHARTERED PROPERTY & CASUALTY UNDERWRITERS RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SOCIETY OF CHARTERED PROPERTY & CASUALTY UNDERWRITERS RETIREMENT SAVINGS PLAN

Measure Date Value
2009: SOCIETY OF CHARTERED PROPERTY & CASUALTY UNDERWRITERS RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0142
Total number of active participants reported on line 7a of the Form 55002009-01-0134
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0142
Number of participants with account balances2009-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SOCIETY OF CHARTERED PROPERTY & CASUALTY UNDERWRITERS RETIREMENT SAVINGS PLAN

Measure Date Value
2010 : SOCIETY OF CHARTERED PROPERTY & CASUALTY UNDERWRITERS RETIREMENT SAVINGS PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$758,313
Expenses. Total of all expenses incurred2010-12-31$262,156
Benefits paid (including direct rollovers)2010-12-31$243,410
Total plan assets at end of year2010-12-31$3,937,200
Total plan assets at beginning of year2010-12-31$3,441,043
Value of fidelity bond covering the plan2010-12-31$1,500,000
Total contributions received or receivable from participants2010-12-31$253,034
Other income received2010-12-31$439,109
Net income (gross income less expenses)2010-12-31$496,157
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,937,200
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,441,043
Assets. Value of participant loans2010-12-31$105,679
Total contributions received or receivable from employer(s)2010-12-31$66,170
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$18,746
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : SOCIETY OF CHARTERED PROPERTY & CASUALTY UNDERWRITERS RETIREMENT SAVINGS 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 SOCIETY OF CHARTERED PROPERTY & CASUALTY UNDERWRITERS RETIREMENT SAVINGS PLAN

2009: SOCIETY OF CHARTERED PROPERTY & CASUALTY UNDERWRITERS RETIREMENT SAVINGS 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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