401k Plan data: INSURANCE INSTITUTE OF INDIANA 401(K) PLAN plan

INSURANCE INSTITUTE OF INDIANA 401(K) PLAN 401k Plan overview

Plan Name	INSURANCE INSTITUTE OF INDIANA 401(K) PLAN
Plan identification number	002

INSURANCE INSTITUTE OF INDIANA 401(K) 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.
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 INSTITUTE OF INDIANA INC. has sponsored the creation of one or more 401k plans.

Company Name: INSURANCE INSTITUTE OF INDIANA INC.

Employer identification number (EIN): 351016557

NAIC Classification: 524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSURANCE INSTITUTE OF INDIANA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MARTY WOOD 2024-05-15
002 2022-01-01 MARTY WOOD 2023-06-15
002 2021-01-01 MARTY WOOD 2022-06-16
002 2020-01-01 MARTY WOOD 2021-10-06
002 2019-01-01 MARTY WOOD 2020-06-25
002 2018-01-01 MARTY WOOD 2019-06-04
002 2017-01-01 MARTY WOOD 2018-07-09
002 2016-01-01 MARTY WOOD 2017-05-19
002 2015-01-01 MARTY WOOD 2016-05-31
002 2014-01-01 MARTY WOOD 2015-07-20
002 2013-01-01 MARTIN WOOD
002 2012-01-01 MARTY WOOD MARTY WOOD 2013-09-30
002 2011-01-01 MARTY WOOD
002 2009-01-01 STEPHEN WILLIAMS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	MARTY WOOD	2024-05-15
002	2022-01-01	MARTY WOOD	2023-06-15
002	2021-01-01	MARTY WOOD	2022-06-16
002	2020-01-01	MARTY WOOD	2021-10-06
002	2019-01-01	MARTY WOOD	2020-06-25
002	2018-01-01	MARTY WOOD	2019-06-04
002	2017-01-01	MARTY WOOD	2018-07-09
002	2016-01-01	MARTY WOOD	2017-05-19
002	2015-01-01	MARTY WOOD	2016-05-31
002	2014-01-01	MARTY WOOD	2015-07-20
002	2013-01-01	MARTIN WOOD
002	2012-01-01	MARTY WOOD		MARTY WOOD	2013-09-30
002	2011-01-01	MARTY WOOD
002	2009-01-01	STEPHEN WILLIAMS

Plan Statistics for INSURANCE INSTITUTE OF INDIANA 401(K) PLAN

401k plan membership statisitcs for INSURANCE INSTITUTE OF INDIANA 401(K) PLAN

Measure Date Value
2013: INSURANCE INSTITUTE OF INDIANA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: INSURANCE INSTITUTE OF INDIANA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: INSURANCE INSTITUTE OF INDIANA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: INSURANCE INSTITUTE OF INDIANA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: INSURANCE INSTITUTE OF INDIANA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: INSURANCE INSTITUTE OF INDIANA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: INSURANCE INSTITUTE OF INDIANA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: INSURANCE INSTITUTE OF INDIANA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on INSURANCE INSTITUTE OF INDIANA 401(K) PLAN

Measure	Date	Value
2013 : INSURANCE INSTITUTE OF INDIANA 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$86,572
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$343,156
Total plan assets at beginning of year	2013-12-31	$256,584
Value of fidelity bond covering the plan	2013-12-31	$3,000,000
Total contributions received or receivable from participants	2013-12-31	$25,771
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$45,616
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$86,572
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$343,156
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$256,584
Assets. Value of participant loans	2013-12-31	$23,386
Total contributions received or receivable from employer(s)	2013-12-31	$15,185
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : INSURANCE INSTITUTE OF INDIANA 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$71,673
Expenses. Total of all expenses incurred	2012-12-31	$2,883
Benefits paid (including direct rollovers)	2012-12-31	$2,708
Total plan assets at end of year	2012-12-31	$256,584
Total plan assets at beginning of year	2012-12-31	$187,794
Value of fidelity bond covering the plan	2012-12-31	$3,000,000
Total contributions received or receivable from participants	2012-12-31	$26,614
Other income received	2012-12-31	$29,871
Net income (gross income less expenses)	2012-12-31	$68,790
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$256,584
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$187,794
Assets. Value of participant loans	2012-12-31	$30,285
Total contributions received or receivable from employer(s)	2012-12-31	$15,188
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$175
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : INSURANCE INSTITUTE OF INDIANA 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$44,356
Expenses. Total of all expenses incurred	2011-12-31	$437,480
Benefits paid (including direct rollovers)	2011-12-31	$437,480
Total plan assets at end of year	2011-12-31	$187,794
Total plan assets at beginning of year	2011-12-31	$580,918
Value of fidelity bond covering the plan	2011-12-31	$3,000,000
Total contributions received or receivable from participants	2011-12-31	$21,059
Other income received	2011-12-31	$8,420
Net income (gross income less expenses)	2011-12-31	$-393,124
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$187,794
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$580,918
Assets. Value of participant loans	2011-12-31	$2,047
Total contributions received or receivable from employer(s)	2011-12-31	$14,877
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : INSURANCE INSTITUTE OF INDIANA 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$113,377
Expenses. Total of all expenses incurred	2010-12-31	$6,349
Benefits paid (including direct rollovers)	2010-12-31	$6,324
Total plan assets at end of year	2010-12-31	$580,918
Total plan assets at beginning of year	2010-12-31	$473,890
Value of fidelity bond covering the plan	2010-12-31	$3,000,000
Total contributions received or receivable from participants	2010-12-31	$23,840
Other income received	2010-12-31	$67,709
Net income (gross income less expenses)	2010-12-31	$107,028
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$580,918
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$473,890
Assets. Value of participant loans	2010-12-31	$4,806
Total contributions received or receivable from employer(s)	2010-12-31	$21,828
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : INSURANCE INSTITUTE OF INDIANA 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for INSURANCE INSTITUTE OF INDIANA 401(K) PLAN

2013: INSURANCE INSTITUTE OF INDIANA 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: INSURANCE INSTITUTE OF INDIANA 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: INSURANCE INSTITUTE OF INDIANA 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: INSURANCE INSTITUTE OF INDIANA 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INSURANCE INSTITUTE OF INDIANA INC.
Employer identification number (EIN):	351016557
NAIC Classification:	524150