CONNOR & GALLAGHER INSURANCE SERVICES, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CONNOR & GALLAGHER INSURANCE SERVICES, INC 401(K) PLAN
401k plan membership statisitcs for CONNOR & GALLAGHER INSURANCE SERVICES, INC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2011: CONNOR & GALLAGHER INSURANCE SERVICES, INC 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 36 |
| 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 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 36 |
| Number of participants with account balances | 2011-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: CONNOR & GALLAGHER INSURANCE SERVICES, INC 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 31 |
| Number of participants with account balances | 2010-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2011 : CONNOR & GALLAGHER INSURANCE SERVICES, INC 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $3 |
| Total income from all sources | 2011-12-31 | $200,780 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $11,247 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $11,167 |
| Total plan assets at end of year | 2011-12-31 | $1,994,748 |
| Total plan assets at beginning of year | 2011-12-31 | $1,805,212 |
| Value of fidelity bond covering the plan | 2011-12-31 | $195,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $209,810 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $80 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-51,013 |
| Net income (gross income less expenses) | 2011-12-31 | $189,533 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,994,748 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,805,212 |
| Assets. Value of participant loans | 2011-12-31 | $81,789 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $41,983 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : CONNOR & GALLAGHER INSURANCE SERVICES, INC 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $464,222 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $25,433 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $24,996 |
| Total plan assets at end of year | 2010-12-31 | $1,805,212 |
| Total plan assets at beginning of year | 2010-12-31 | $1,366,423 |
| Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $193,308 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $437 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $64,739 |
| Other income received | 2010-12-31 | $166,437 |
| Net income (gross income less expenses) | 2010-12-31 | $438,789 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,805,212 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,366,423 |
| Assets. Value of participant loans | 2010-12-31 | $80,275 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $39,738 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| 2011: CONNOR & GALLAGHER INSURANCE SERVICES, INC 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: CONNOR & GALLAGHER INSURANCE SERVICES, INC 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-822597 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-822597 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $3,339 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-822597 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-822597 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $23,967 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $23,967 | | Insurance broker organization code? | 3 | | Insurance broker name | CONNOR & GALLAGHER INS SRVCS |
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