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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

MINNESOTA WORKERS COMPENSATION INSURERS ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:MINNESOTA WORKERS COMPENSATION INSURERS ASSOCIATION, INC.
Employer identification number (EIN):410417040
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
0022018-01-01
0022018-01-01
0022017-01-01DANIEL JOHNSTON LEANN HAYES2018-07-27
0022016-01-01DANIEL JOHNSTON LEANN HAYES2017-09-19
0022015-01-01DAVID SINK LEANN HAYES2016-06-14
0022014-01-01MONTE ALMER LEANN HAYES2015-07-24
0022013-01-01MONTE ALMER BRUCE TOLLEFSON2014-07-08
0022012-01-01MONTE ALMER BRUCE TOLLEFSON2013-07-09
0022011-01-01MONTE ALMER BRUCE TOLLEFSON2012-06-01
0022009-01-01 SUE ERICKSON2010-07-27
0022009-01-01MONTE ALMER SUE ERICKSON2010-07-28

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-year2023-01-0149
Total number of active participants reported on line 7a of the Form 55002023-01-0131
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-017
Total of all active and inactive participants2023-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-017
Total participants2023-01-0146
Number of participants with account balances2023-01-0138
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-year2022-01-0139
Total number of active participants reported on line 7a of the Form 55002022-01-0132
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-0149
Number of participants with account balances2022-01-0138
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-year2021-01-0139
Total number of active participants reported on line 7a of the Form 55002021-01-0132
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0139
Number of participants with account balances2021-01-0138
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-year2020-01-0140
Total number of active participants reported on line 7a of the Form 55002020-01-0134
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0139
Number of participants with account balances2020-01-0139
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-year2019-01-0143
Total number of active participants reported on line 7a of the Form 55002019-01-0134
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0140
Number of participants with account balances2019-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: INSURANCE ORGANIZATIONS SAVINGS TRUST 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0148
Total number of active participants reported on line 7a of the Form 55002018-01-0136
Number of retired or separated participants receiving benefits2018-01-0115
Number of other retired or separated participants entitled to future benefits2018-01-01137
Total of all active and inactive participants2018-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-01195
Number of participants with account balances2018-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: INSURANCE ORGANIZATIONS SAVINGS TRUST 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0146
Total number of active participants reported on line 7a of the Form 55002017-01-0141
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0148
Number of participants with account balances2017-01-0147
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-year2016-01-0149
Total number of active participants reported on line 7a of the Form 55002016-01-0139
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0146
Number of participants with account balances2016-01-0145
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-year2015-01-0150
Total number of active participants reported on line 7a of the Form 55002015-01-0139
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0149
Number of participants with account balances2015-01-0148
2014: INSURANCE ORGANIZATIONS SAVINGS TRUST 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0150
Total number of active participants reported on line 7a of the Form 55002014-01-0140
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0150
Number of participants with account balances2014-01-0149
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-year2013-01-0152
Total number of active participants reported on line 7a of the Form 55002013-01-0143
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0150
Number of participants with account balances2013-01-0148
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-year2012-01-0149
Total number of active participants reported on line 7a of the Form 55002012-01-0145
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0152
Number of participants with account balances2012-01-0151
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-year2011-01-0151
Total number of active participants reported on line 7a of the Form 55002011-01-0145
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0150
Number of participants with account balances2011-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: INSURANCE ORGANIZATIONS SAVINGS TRUST 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0146
Total number of active participants reported on line 7a of the Form 55002009-01-0145
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0150
Number of participants with account balances2009-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0147
Number of employers contributing to the scheme2009-01-010

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$2,200,242
Expenses. Total of all expenses incurred2023-12-31$1,027,627
Benefits paid (including direct rollovers)2023-12-31$1,033,962
Total plan assets at end of year2023-12-31$10,691,158
Total plan assets at beginning of year2023-12-31$9,518,543
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$332,958
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$1,734,592
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$1,172,615
Net plan assets at end of year (total assets less liabilities)2023-12-31$10,691,158
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$9,518,543
Assets. Value of participant loans2023-12-31$196,788
Total contributions received or receivable from employer(s)2023-12-31$132,692
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$-6,335
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$0
Total income from all sources2022-12-31$-1,642,949
Expenses. Total of all expenses incurred2022-12-31$1,113,067
Benefits paid (including direct rollovers)2022-12-31$1,122,410
Total plan assets at end of year2022-12-31$9,518,543
Total plan assets at beginning of year2022-12-31$12,274,559
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$331,778
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-2,113,358
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-2,756,016
Net plan assets at end of year (total assets less liabilities)2022-12-31$9,518,543
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$12,274,559
Assets. Value of participant loans2022-12-31$168,313
Total contributions received or receivable from employer(s)2022-12-31$138,631
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$-9,343
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$2,229,353
Expenses. Total of all expenses incurred2021-12-31$1,323,569
Benefits paid (including direct rollovers)2021-12-31$1,333,878
Total plan assets at end of year2021-12-31$12,274,559
Total plan assets at beginning of year2021-12-31$11,368,775
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$302,947
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$156,011
Other income received2021-12-31$1,639,064
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$905,784
Net plan assets at end of year (total assets less liabilities)2021-12-31$12,274,559
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$11,368,775
Assets. Value of participant loans2021-12-31$168,938
Total contributions received or receivable from employer(s)2021-12-31$131,331
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$-10,309
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$2,155,659
Expenses. Total of all expenses incurred2020-12-31$946,961
Benefits paid (including direct rollovers)2020-12-31$952,176
Total plan assets at end of year2020-12-31$11,368,775
Total plan assets at beginning of year2020-12-31$10,160,077
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$298,429
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$116,989
Other income received2020-12-31$1,601,846
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,208,698
Net plan assets at end of year (total assets less liabilities)2020-12-31$11,368,775
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$10,160,077
Assets. Value of participant loans2020-12-31$146,359
Total contributions received or receivable from employer(s)2020-12-31$138,395
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$1,871
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$-7,086
2019 : INSURANCE ORGANIZATIONS SAVINGS TRUST 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
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$2,260,155
Expenses. Total of all expenses incurred2019-12-31$111,171
Benefits paid (including direct rollovers)2019-12-31$117,648
Total plan assets at end of year2019-12-31$10,160,077
Total plan assets at beginning of year2019-12-31$8,011,093
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$292,419
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$1,842,938
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$2,148,984
Net plan assets at end of year (total assets less liabilities)2019-12-31$10,160,077
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$8,011,093
Assets. Value of participant loans2019-12-31$169,683
Total contributions received or receivable from employer(s)2019-12-31$124,798
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$270
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$-6,747
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$83,301
Expenses. Total of all expenses incurred2018-12-31$1,677,839
Benefits paid (including direct rollovers)2018-12-31$1,684,478
Total plan assets at end of year2018-12-31$8,011,093
Total plan assets at beginning of year2018-12-31$9,605,631
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$298,428
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-350,966
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-1,594,538
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,011,093
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$9,605,631
Assets. Value of participant loans2018-12-31$154,764
Total contributions received or receivable from employer(s)2018-12-31$135,839
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$-6,639
2017 : INSURANCE ORGANIZATIONS SAVINGS TRUST 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
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$1,835,702
Expenses. Total of all expenses incurred2017-12-31$69,236
Benefits paid (including direct rollovers)2017-12-31$74,310
Total plan assets at end of year2017-12-31$9,605,631
Total plan assets at beginning of year2017-12-31$7,839,165
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$301,717
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$1,399,057
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,766,466
Net plan assets at end of year (total assets less liabilities)2017-12-31$9,605,631
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,839,165
Assets. Value of participant loans2017-12-31$177,053
Total contributions received or receivable from employer(s)2017-12-31$134,928
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$-5,074
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$923,462
Expenses. Total of all expenses incurred2016-12-31$333,415
Benefits paid (including direct rollovers)2016-12-31$336,886
Total plan assets at end of year2016-12-31$7,839,165
Total plan assets at beginning of year2016-12-31$7,249,118
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$292,602
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$500,653
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$590,047
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,839,165
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$7,249,118
Assets. Value of participant loans2016-12-31$220,149
Total contributions received or receivable from employer(s)2016-12-31$130,207
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$-3,471
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$487,870
Expenses. Total of all expenses incurred2015-12-31$506,728
Benefits paid (including direct rollovers)2015-12-31$508,505
Total plan assets at end of year2015-12-31$7,249,118
Total plan assets at beginning of year2015-12-31$7,267,976
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$308,349
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$49,221
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-18,858
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,249,118
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,267,976
Assets. Value of participant loans2015-12-31$220,056
Total contributions received or receivable from employer(s)2015-12-31$130,300
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$-1,777
2014 : INSURANCE ORGANIZATIONS SAVINGS TRUST 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
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$942,602
Expenses. Total of all expenses incurred2014-12-31$334,876
Benefits paid (including direct rollovers)2014-12-31$335,496
Total plan assets at end of year2014-12-31$7,267,976
Total plan assets at beginning of year2014-12-31$6,660,250
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$265,559
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$105,345
Other income received2014-12-31$449,995
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$607,726
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,267,976
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,660,250
Assets. Value of participant loans2014-12-31$198,654
Total contributions received or receivable from employer(s)2014-12-31$121,703
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$-620
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$1,288,500
Expenses. Total of all expenses incurred2013-12-31$448,723
Benefits paid (including direct rollovers)2013-12-31$447,048
Total plan assets at end of year2013-12-31$6,660,250
Total plan assets at beginning of year2013-12-31$5,820,473
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$272,354
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$885,782
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$839,777
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,660,250
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,820,473
Assets. Value of participant loans2013-12-31$195,988
Total contributions received or receivable from employer(s)2013-12-31$130,364
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$1,675
2012 : INSURANCE ORGANIZATIONS SAVINGS TRUST 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$937,761
Expenses. Total of all expenses incurred2012-12-31$225,046
Benefits paid (including direct rollovers)2012-12-31$223,195
Total plan assets at end of year2012-12-31$5,820,473
Total plan assets at beginning of year2012-12-31$5,107,758
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$259,193
Expenses. Other expenses not covered elsewhere2012-12-31$1,851
Contributions received from other sources (not participants or employers)2012-12-31$2,361
Other income received2012-12-31$552,889
Net income (gross income less expenses)2012-12-31$712,715
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,820,473
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,107,758
Assets. Value of participant loans2012-12-31$236,033
Total contributions received or receivable from employer(s)2012-12-31$123,318
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : INSURANCE ORGANIZATIONS SAVINGS TRUST 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$353,946
Expenses. Total of all expenses incurred2011-12-31$659,312
Benefits paid (including direct rollovers)2011-12-31$656,903
Total plan assets at end of year2011-12-31$5,107,758
Total plan assets at beginning of year2011-12-31$5,413,124
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$258,042
Expenses. Other expenses not covered elsewhere2011-12-31$2,409
Other income received2011-12-31$-26,947
Net income (gross income less expenses)2011-12-31$-305,366
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,107,758
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,413,124
Assets. Value of participant loans2011-12-31$225,016
Total contributions received or receivable from employer(s)2011-12-31$122,851
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : INSURANCE ORGANIZATIONS SAVINGS TRUST 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$899,687
Expenses. Total of all expenses incurred2010-12-31$12,626
Benefits paid (including direct rollovers)2010-12-31$10,151
Total plan assets at end of year2010-12-31$5,413,124
Total plan assets at beginning of year2010-12-31$4,526,063
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$251,846
Expenses. Other expenses not covered elsewhere2010-12-31$2,475
Other income received2010-12-31$532,113
Net income (gross income less expenses)2010-12-31$887,061
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,413,124
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,526,063
Assets. Value of participant loans2010-12-31$202,074
Total contributions received or receivable from employer(s)2010-12-31$115,728
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$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 amendedNo
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
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

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