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| Plan Name | INSURANCE SERVICE CENTER, INC. 401(K) PROFIT SHARING PLAN & TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | INSURANCE SERVICE CENTER, INC. |
| Employer identification number (EIN): | 362713626 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2016-01-01 | PHILLIP ROSEN | 2017-07-06 | PHILLIP ROSEN | 2017-07-06 |
| 001 | 2015-01-01 | PHILLIP ROSEN | 2016-09-21 | PHILLIP ROSEN | 2016-09-21 |
| 001 | 2014-01-01 | PHILLIP ROSEN | 2015-09-25 | PHILLIP ROSEN | 2015-09-25 |
| 001 | 2013-01-01 | PHILLIP ROSEN | 2014-09-12 | PHILLIP ROSEN | 2014-09-12 |
| 001 | 2012-01-01 | PHILLIP ROSEN | 2013-01-23 | PHILLIP ROSEN | 2013-01-23 |
| 001 | 2011-01-01 | PHILLIP B. ROSEN | 2012-04-02 | PHILLIP B. ROSEN | 2012-04-02 |
| 001 | 2009-01-01 | PHILLIP ROSEN | PHILLIP ROSEN | 2010-08-04 |
| Measure | Date | Value |
|---|---|---|
| 2009: INSURANCE SERVICE CENTER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
| Total of all active and inactive participants | 2009-01-01 | 6 |
| Total participants | 2009-01-01 | 6 |
| Number of participants with account balances | 2009-01-01 | 6 |
| Measure | Date | Value |
|---|---|---|
| 2010 : INSURANCE SERVICE CENTER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $49,604 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $148,179 |
| Total plan assets at beginning of year | 2010-12-31 | $98,575 |
| Value of fidelity bond covering the plan | 2010-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $24,649 |
| Other income received | 2010-12-31 | $14,551 |
| Net income (gross income less expenses) | 2010-12-31 | $49,604 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $148,179 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $98,575 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $10,404 |
| 2009: INSURANCE SERVICE CENTER, INC. 401(K) PROFIT SHARING PLAN & TRUST 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 is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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