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| Plan Name | INDEPENDENT INSURANCE AGENTS OF AMERICA, INC. MASTER TRUSTEE FOR PENSION AND PROFIT SHARING INVESTMENT CONTRACT |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | W. T. CHAPIN, INC. |
| Employer identification number (EIN): | 540802329 |
| 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 | 2018-01-01 | JOY L. CAUDLE | 2018-12-18 | ||
| 001 | 2017-01-01 | JOY L. CAUDLE | 2018-07-31 | ||
| 001 | 2016-01-01 | JOY L. CAUDLE | 2017-07-06 | SAMUEL E. WADDILL, III | 2017-07-06 |
| 001 | 2015-01-01 | JOY L. CAUDLE | 2016-09-28 | SAMUEL E. WADDILL, III | 2016-09-28 |
| 001 | 2014-01-01 | JOY L. CAUDLE | 2015-07-29 | SAMUEL E. WADDILL, III | 2015-07-29 |
| 001 | 2013-01-01 | JOY L. CAUDLE | 2014-08-19 | ||
| 001 | 2012-01-01 | JOY L. CAUDLE | 2013-06-17 | ||
| 001 | 2011-01-01 | JOY L. CAUDLE | 2012-06-25 | SAMUEL E. WADDILL, III | 2012-06-25 |
| 001 | 2010-01-01 | JOY L CAUDLE | 2011-06-28 | ||
| 001 | 2009-01-01 | JOY L. CAUDLE | |||
| 001 | 2009-01-01 | JOY L. CAUDLE | |||
| 001 | 2009-01-01 | JOY L. CAUDLE |
| Measure | Date | Value |
|---|---|---|
| 2009: INDEPENDENT INSURANCE AGENTS OF AMERICA, INC. MASTER TRUSTEE FOR PENSION AND PROFIT SHARING INVESTMENT CONTRACT 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 15 |
| 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 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 15 |
| Number of participants with account balances | 2009-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2009 : INDEPENDENT INSURANCE AGENTS OF AMERICA, INC. MASTER TRUSTEE FOR PENSION AND PROFIT SHARING INVESTMENT CONTRACT 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 |
| 2009: INDEPENDENT INSURANCE AGENTS OF AMERICA, INC. MASTER TRUSTEE FOR PENSION AND PROFIT SHARING INVESTMENT CONTRACT 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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