Logo

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

NORTH CAROLINA INSURANCE GUARANTY ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:NORTH CAROLINA INSURANCE GUARANTY ASSOCIATION
Employer identification number (EIN):237355707
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 VICKI GODBOLD2019-07-02
0022017-01-01DANIEL JOHNSTON VICKI GODBOLD2018-07-12
0022016-01-01DANIEL JOHNSTON VICKI GODBOLD2017-10-06
0022016-01-01 VICKI GODBOLD2017-08-10
0022015-01-01DAVID SINK VICKI GODBOLD2016-06-22
0022014-01-01MONTE ALMER VICKI GODBOLD2015-06-23
0022013-01-01MONTE ALMER VICKI GODBOLD2014-07-02
0022012-01-01MONTE ALMER VICKI GODBOLD2013-06-11
0022011-01-01MONTE ALMER VICKI GODBOLD2012-06-04
0022010-01-01MONTE ALMER VICKI GODBOLD2011-05-06
0022009-01-01MONTE ALMER VICKI GODBOLD2010-07-15
0022009-01-01MONTE ALMER VICKI GODBOLD2010-07-15

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-year2023-01-0112
Total number of active participants reported on line 7a of the Form 55002023-01-0110
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-013
Total of all active and inactive participants2023-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0113
Number of participants with account balances2023-01-0113
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-year2022-01-0111
Total number of active participants reported on line 7a of the Form 55002022-01-019
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0112
Number of participants with account balances2022-01-0111
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-year2021-01-0111
Total number of active participants reported on line 7a of the Form 55002021-01-018
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0111
Number of participants with account balances2021-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0112
Total number of active participants reported on line 7a of the Form 55002020-01-019
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0111
Number of participants with account balances2020-01-0110
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-year2019-01-0112
Total number of active participants reported on line 7a of the Form 55002019-01-0110
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0112
Number of participants with account balances2019-01-0111
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-year2018-01-0111
Total number of active participants reported on line 7a of the Form 55002018-01-0111
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0112
Number of participants with account balances2018-01-0111
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-year2017-01-0111
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0111
Number of participants with account balances2017-01-0110
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-year2016-01-0110
Total number of active participants reported on line 7a of the Form 55002016-01-0111
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0111
Number of participants with account balances2016-01-019
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-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0110
Number of participants with account balances2015-01-017
2014: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0110
Number of participants with account balances2014-01-017
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-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-019
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-019
Number of participants with account balances2013-01-016
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-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Number of participants with account balances2012-01-016
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-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-016
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-year2010-01-0112
Total number of active participants reported on line 7a of the Form 55002010-01-0111
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0111
Number of participants with account balances2010-01-018
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-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0112
Number of participants with account balances2009-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

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$567,614
Expenses. Total of all expenses incurred2023-12-31$-2,378
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$3,293,844
Total plan assets at beginning of year2023-12-31$2,723,852
Value of fidelity bond covering the plan2023-12-31$10,000,000
Total contributions received or receivable from participants2023-12-31$82,549
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$440,511
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$569,992
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,293,844
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,723,852
Assets. Value of participant loans2023-12-31$65,522
Total contributions received or receivable from employer(s)2023-12-31$44,554
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$745
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$-3,123
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$0
Total income from all sources2022-12-31$-418,096
Expenses. Total of all expenses incurred2022-12-31$2,438
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$2,723,852
Total plan assets at beginning of year2022-12-31$3,144,386
Value of fidelity bond covering the plan2022-12-31$10,000,000
Total contributions received or receivable from participants2022-12-31$69,993
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-526,419
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-420,534
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,723,852
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,144,386
Assets. Value of participant loans2022-12-31$55,933
Total contributions received or receivable from employer(s)2022-12-31$38,330
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$4,981
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$-2,543
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$454,700
Expenses. Total of all expenses incurred2021-12-31$-497
Benefits paid (including direct rollovers)2021-12-31$1,937
Total plan assets at end of year2021-12-31$3,144,386
Total plan assets at beginning of year2021-12-31$2,689,189
Value of fidelity bond covering the plan2021-12-31$10,000,000
Total contributions received or receivable from participants2021-12-31$67,383
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$350,487
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$455,197
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,144,386
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,689,189
Assets. Value of participant loans2021-12-31$47,656
Total contributions received or receivable from employer(s)2021-12-31$36,830
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$-2,434
2020 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
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$740,820
Expenses. Total of all expenses incurred2020-12-31$36,257
Benefits paid (including direct rollovers)2020-12-31$37,676
Total plan assets at end of year2020-12-31$2,689,189
Total plan assets at beginning of year2020-12-31$1,984,626
Value of fidelity bond covering the plan2020-12-31$10,000,000
Total contributions received or receivable from participants2020-12-31$65,904
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$272,822
Other income received2020-12-31$366,887
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$704,563
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,689,189
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,984,626
Assets. Value of participant loans2020-12-31$45,929
Total contributions received or receivable from employer(s)2020-12-31$35,207
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$-1,419
2019 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$-6,831
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$444,379
Expenses. Total of all expenses incurred2019-12-31$-1,250
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$1,984,626
Total plan assets at beginning of year2019-12-31$1,545,828
Value of fidelity bond covering the plan2019-12-31$10,000,000
Total contributions received or receivable from participants2019-12-31$69,488
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$338,326
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$445,629
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,984,626
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,545,828
Assets. Value of participant loans2019-12-31$32,377
Total contributions received or receivable from employer(s)2019-12-31$36,565
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$-1,250
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$183,327
Expenses. Total of all expenses incurred2018-12-31$236,214
Benefits paid (including direct rollovers)2018-12-31$237,308
Total plan assets at end of year2018-12-31$1,545,828
Total plan assets at beginning of year2018-12-31$1,598,715
Value of fidelity bond covering the plan2018-12-31$10,000,000
Total contributions received or receivable from participants2018-12-31$64,280
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$195,620
Other income received2018-12-31$-111,627
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-52,887
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,545,828
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,598,715
Assets. Value of participant loans2018-12-31$45,171
Total contributions received or receivable from employer(s)2018-12-31$35,054
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$-1,094
2017 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$2,581
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$353,734
Expenses. Total of all expenses incurred2017-12-31$197,196
Benefits paid (including direct rollovers)2017-12-31$197,929
Total plan assets at end of year2017-12-31$1,598,715
Total plan assets at beginning of year2017-12-31$1,439,596
Value of fidelity bond covering the plan2017-12-31$10,000,000
Total contributions received or receivable from participants2017-12-31$74,178
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$244,803
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$156,538
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,598,715
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,439,596
Assets. Value of participant loans2017-12-31$52,533
Total contributions received or receivable from employer(s)2017-12-31$34,753
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$-733
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$217,231
Expenses. Total of all expenses incurred2016-12-31$-488
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,439,596
Total plan assets at beginning of year2016-12-31$1,221,877
Value of fidelity bond covering the plan2016-12-31$10,000,000
Total contributions received or receivable from participants2016-12-31$69,931
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$23,719
Other income received2016-12-31$89,214
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$217,719
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,439,596
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,221,877
Assets. Value of participant loans2016-12-31$2,567
Total contributions received or receivable from employer(s)2016-12-31$34,367
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$-488
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$119,268
Expenses. Total of all expenses incurred2015-12-31$250,201
Benefits paid (including direct rollovers)2015-12-31$250,514
Total plan assets at end of year2015-12-31$1,221,877
Total plan assets at beginning of year2015-12-31$1,352,810
Value of fidelity bond covering the plan2015-12-31$10,000,000
Total contributions received or receivable from participants2015-12-31$58,430
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$32,880
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-130,933
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,221,877
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,352,810
Assets. Value of participant loans2015-12-31$233,412
Total contributions received or receivable from employer(s)2015-12-31$27,958
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$-313
2014 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$211,219
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$153,847
Expenses. Total of all expenses incurred2014-12-31$315,822
Benefits paid (including direct rollovers)2014-12-31$315,823
Total plan assets at end of year2014-12-31$1,352,810
Total plan assets at beginning of year2014-12-31$1,303,566
Value of fidelity bond covering the plan2014-12-31$10,000,000
Total contributions received or receivable from participants2014-12-31$58,945
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$65,745
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-161,975
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,352,810
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,303,566
Assets. Value of participant loans2014-12-31$95,003
Total contributions received or receivable from employer(s)2014-12-31$29,157
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$-1
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$265,853
Expenses. Total of all expenses incurred2013-12-31$428
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,303,566
Total plan assets at beginning of year2013-12-31$1,038,141
Value of fidelity bond covering the plan2013-12-31$10,000,000
Total contributions received or receivable from participants2013-12-31$46,958
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$196,373
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$265,425
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,303,566
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,038,141
Assets. Value of participant loans2013-12-31$60,019
Total contributions received or receivable from employer(s)2013-12-31$22,522
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$428
2012 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$181,900
Expenses. Total of all expenses incurred2012-12-31$225
Total plan assets at end of year2012-12-31$1,038,141
Total plan assets at beginning of year2012-12-31$856,466
Value of fidelity bond covering the plan2012-12-31$10,000,000
Total contributions received or receivable from participants2012-12-31$48,702
Expenses. Other expenses not covered elsewhere2012-12-31$225
Other income received2012-12-31$111,502
Net income (gross income less expenses)2012-12-31$181,675
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,038,141
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$856,466
Assets. Value of participant loans2012-12-31$10,882
Total contributions received or receivable from employer(s)2012-12-31$21,696
2011 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$-20,682
Total income from all sources2011-12-31$77,658
Expenses. Total of all expenses incurred2011-12-31$200
Total plan assets at end of year2011-12-31$856,466
Total plan assets at beginning of year2011-12-31$799,690
Value of fidelity bond covering the plan2011-12-31$10,000,000
Total contributions received or receivable from participants2011-12-31$51,703
Expenses. Other expenses not covered elsewhere2011-12-31$200
Other income received2011-12-31$-2,612
Net income (gross income less expenses)2011-12-31$77,458
Net plan assets at end of year (total assets less liabilities)2011-12-31$856,466
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$799,690
Assets. Value of participant loans2011-12-31$22,096
Total contributions received or receivable from employer(s)2011-12-31$28,567
2010 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$-26,051
Total income from all sources2010-12-31$158,201
Expenses. Total of all expenses incurred2010-12-31$38,811
Benefits paid (including direct rollovers)2010-12-31$38,574
Total plan assets at end of year2010-12-31$799,690
Total plan assets at beginning of year2010-12-31$706,351
Value of fidelity bond covering the plan2010-12-31$10,000,000
Total contributions received or receivable from participants2010-12-31$45,849
Expenses. Other expenses not covered elsewhere2010-12-31$237
Other income received2010-12-31$85,722
Net income (gross income less expenses)2010-12-31$119,390
Net plan assets at end of year (total assets less liabilities)2010-12-31$799,690
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$706,351
Assets. Value of participant loans2010-12-31$35,883
Total contributions received or receivable from employer(s)2010-12-31$26,630
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 amendedYes
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1