401k Plan data: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN plan

INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 401k Plan overview

Plan Name	INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN
Plan identification number	002

INSURANCE ORGANIZATIONS' SAVINGS TRUST 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.
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

NORTH CAROLINA RATE BUREAU has sponsored the creation of one or more 401k plans.

Company Name: NORTH CAROLINA RATE BUREAU

Employer identification number (EIN): 561179542

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 Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 DANIEL JOHNSTON VICKI GODBOLD 2019-07-02
002 2017-01-01 DANIEL JOHNSTON VICKI GODBOLD 2018-07-12
002 2016-01-01 DANIEL JOHNSTON VICKI GODBOLD 2017-08-10
002 2015-01-01 DAVID SINK VICKI GODBOLD 2016-06-22
002 2015-01-01 DAVID SINK VICKI GODBOLD 2016-08-15
002 2014-01-01 MONTE ALMER VICKI GODBOLD 2015-06-23
002 2013-01-01 MONTE ALMER VICKI GODBOLD 2014-07-02
002 2012-01-01 MONTE ALMER VICKI GODBOLD 2013-06-11
002 2011-01-01 MONTE ALMER VICKI GODBOLD 2012-06-04
002 2009-01-01 MONTE ALMER VICKI GODBOLD 2010-07-15
002 2009-01-01 MONTE ALMER VICKI GODBOLD 2010-07-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	DANIEL JOHNSTON	VICKI GODBOLD	2019-07-02
002	2017-01-01	DANIEL JOHNSTON	VICKI GODBOLD	2018-07-12
002	2016-01-01	DANIEL JOHNSTON	VICKI GODBOLD	2017-08-10
002	2015-01-01	DAVID SINK	VICKI GODBOLD	2016-06-22
002	2015-01-01	DAVID SINK	VICKI GODBOLD	2016-08-15
002	2014-01-01	MONTE ALMER	VICKI GODBOLD	2015-06-23
002	2013-01-01	MONTE ALMER	VICKI GODBOLD	2014-07-02
002	2012-01-01	MONTE ALMER	VICKI GODBOLD	2013-06-11
002	2011-01-01	MONTE ALMER	VICKI GODBOLD	2012-06-04
002	2009-01-01	MONTE ALMER	VICKI GODBOLD	2010-07-15
002	2009-01-01	MONTE ALMER	VICKI GODBOLD	2010-07-15

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-year 2023-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 68
Number of retired or separated participants receiving benefits 2023-01-01 2
Number of other retired or separated participants entitled to future benefits 2023-01-01 16
Total of all active and inactive participants 2023-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 86
Number of participants with account balances 2023-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 66
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 14
Total of all active and inactive participants 2022-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 81
Number of participants with account balances 2022-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 66
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 12
Total of all active and inactive participants 2021-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 81
Number of participants with account balances 2021-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 67
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 13
Total of all active and inactive participants 2020-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 81
Number of participants with account balances 2020-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 67
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 82
Number of participants with account balances 2019-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 65
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 15
Total of all active and inactive participants 2018-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 83
Number of participants with account balances 2018-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 65
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 15
Total of all active and inactive participants 2017-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 83
Number of participants with account balances 2017-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 67
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 80
Number of participants with account balances 2016-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 69
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 80
Number of participants with account balances 2015-01-01 79
2014: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 67
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 76
Number of participants with account balances 2014-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 66
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 75
Number of participants with account balances 2013-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 65
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 74
Number of participants with account balances 2012-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 69
Number of retired or separated participants receiving benefits 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 78
Number of participants with account balances 2011-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 68
Number of retired or separated participants receiving benefits 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 81
Number of participants with account balances 2009-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	68
Number of retired or separated participants receiving benefits	2023-01-01	2
Number of other retired or separated participants entitled to future benefits	2023-01-01	16
Total of all active and inactive participants	2023-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	86
Number of participants with account balances	2023-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	66
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	14
Total of all active and inactive participants	2022-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	81
Number of participants with account balances	2022-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	66
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	12
Total of all active and inactive participants	2021-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	81
Number of participants with account balances	2021-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	67
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	13
Total of all active and inactive participants	2020-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	81
Number of participants with account balances	2020-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	67
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	82
Number of participants with account balances	2019-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	65
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	15
Total of all active and inactive participants	2018-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	83
Number of participants with account balances	2018-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	65
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	15
Total of all active and inactive participants	2017-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	83
Number of participants with account balances	2017-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	67
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	80
Number of participants with account balances	2016-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	69
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	80
Number of participants with account balances	2015-01-01	79
2014: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	67
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	76
Number of participants with account balances	2014-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	66
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	75
Number of participants with account balances	2013-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	65
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	74
Number of participants with account balances	2012-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	69
Number of retired or separated participants receiving benefits	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	78
Number of participants with account balances	2011-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	68
Number of retired or separated participants receiving benefits	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	81
Number of participants with account balances	2009-01-01	75
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 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 plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$3,452,446
Expenses. Total of all expenses incurred	2023-12-31	$843,843
Benefits paid (including direct rollovers)	2023-12-31	$852,939
Total plan assets at end of year	2023-12-31	$16,111,821
Total plan assets at beginning of year	2023-12-31	$13,503,218
Value of fidelity bond covering the plan	2023-12-31	$10,000,000
Total contributions received or receivable from participants	2023-12-31	$681,728
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$77,728
Other income received	2023-12-31	$2,417,389
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$2,608,603
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$16,111,821
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$13,503,218
Assets. Value of participant loans	2023-12-31	$130,002
Total contributions received or receivable from employer(s)	2023-12-31	$275,601
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$-9,096
2022 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,870,147
Expenses. Total of all expenses incurred	2022-12-31	$1,685,143
Benefits paid (including direct rollovers)	2022-12-31	$1,697,826
Total plan assets at end of year	2022-12-31	$13,503,218
Total plan assets at beginning of year	2022-12-31	$17,058,508
Value of fidelity bond covering the plan	2022-12-31	$10,000,000
Total contributions received or receivable from participants	2022-12-31	$699,956
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$1,916
Other income received	2022-12-31	$-2,848,344
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-3,555,290
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$13,503,218
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$17,058,508
Assets. Value of participant loans	2022-12-31	$170,863
Total contributions received or receivable from employer(s)	2022-12-31	$276,325
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$-12,683
2021 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$2,915,882
Expenses. Total of all expenses incurred	2021-12-31	$305,047
Benefits paid (including direct rollovers)	2021-12-31	$317,391
Total plan assets at end of year	2021-12-31	$17,058,508
Total plan assets at beginning of year	2021-12-31	$14,447,673
Value of fidelity bond covering the plan	2021-12-31	$10,000,000
Total contributions received or receivable from participants	2021-12-31	$663,780
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$1,993,292
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$2,610,835
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$17,058,508
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$14,447,673
Assets. Value of participant loans	2021-12-31	$212,234
Total contributions received or receivable from employer(s)	2021-12-31	$258,810
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$-12,344
2020 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$2,945,336
Expenses. Total of all expenses incurred	2020-12-31	$566,083
Benefits paid (including direct rollovers)	2020-12-31	$574,005
Total plan assets at end of year	2020-12-31	$14,447,673
Total plan assets at beginning of year	2020-12-31	$12,068,420
Value of fidelity bond covering the plan	2020-12-31	$10,000,000
Total contributions received or receivable from participants	2020-12-31	$621,231
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$2,064,041
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$2,379,253
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$14,447,673
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$12,068,420
Assets. Value of participant loans	2020-12-31	$263,005
Total contributions received or receivable from employer(s)	2020-12-31	$260,064
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$-7,922
2019 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$6,831
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$3,214,534
Expenses. Total of all expenses incurred	2019-12-31	$2,621,302
Benefits paid (including direct rollovers)	2019-12-31	$2,629,484
Total plan assets at end of year	2019-12-31	$12,068,420
Total plan assets at beginning of year	2019-12-31	$11,468,357
Value of fidelity bond covering the plan	2019-12-31	$10,000,000
Total contributions received or receivable from participants	2019-12-31	$575,733
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$149,393
Other income received	2019-12-31	$2,245,859
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$593,232
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$12,068,420
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$11,468,357
Assets. Value of participant loans	2019-12-31	$230,774
Total contributions received or receivable from employer(s)	2019-12-31	$243,549
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$-8,182
2018 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$-54,434
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$137,495
Expenses. Total of all expenses incurred	2018-12-31	$554,398
Benefits paid (including direct rollovers)	2018-12-31	$563,078
Total plan assets at end of year	2018-12-31	$11,468,357
Total plan assets at beginning of year	2018-12-31	$11,939,694
Value of fidelity bond covering the plan	2018-12-31	$10,000,000
Total contributions received or receivable from participants	2018-12-31	$531,617
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-625,075
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-416,903
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$11,468,357
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$11,939,694
Assets. Value of participant loans	2018-12-31	$215,650
Total contributions received or receivable from employer(s)	2018-12-31	$230,953
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$-8,680
2017 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$271,249
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$2,525,260
Expenses. Total of all expenses incurred	2017-12-31	$294,130
Benefits paid (including direct rollovers)	2017-12-31	$300,351
Total plan assets at end of year	2017-12-31	$11,939,694
Total plan assets at beginning of year	2017-12-31	$9,437,315
Value of fidelity bond covering the plan	2017-12-31	$10,000,000
Total contributions received or receivable from participants	2017-12-31	$552,150
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$93,817
Other income received	2017-12-31	$1,655,960
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$2,231,130
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$11,939,694
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,437,315
Assets. Value of participant loans	2017-12-31	$163,310
Total contributions received or receivable from employer(s)	2017-12-31	$223,333
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$-6,221
2016 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$-13,886
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,306,853
Expenses. Total of all expenses incurred	2016-12-31	$475,519
Benefits paid (including direct rollovers)	2016-12-31	$467,457
Total plan assets at end of year	2016-12-31	$9,437,315
Total plan assets at beginning of year	2016-12-31	$8,619,867
Value of fidelity bond covering the plan	2016-12-31	$10,000,000
Total contributions received or receivable from participants	2016-12-31	$486,505
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$603,420
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$831,334
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,437,315
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$8,619,867
Assets. Value of participant loans	2016-12-31	$146,382
Total contributions received or receivable from employer(s)	2016-12-31	$216,928
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$12,151
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$-4,089
2015 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$709,701
Expenses. Total of all expenses incurred	2015-12-31	$230,794
Benefits paid (including direct rollovers)	2015-12-31	$232,307
Total plan assets at end of year	2015-12-31	$8,619,867
Total plan assets at beginning of year	2015-12-31	$8,140,960
Value of fidelity bond covering the plan	2015-12-31	$10,000,000
Total contributions received or receivable from participants	2015-12-31	$450,211
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$21,001
Other income received	2015-12-31	$34,278
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$478,907
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,619,867
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,140,960
Assets. Value of participant loans	2015-12-31	$180,869
Total contributions received or receivable from employer(s)	2015-12-31	$204,211
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$-1,513
2014 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$-211,219
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,016,607
Expenses. Total of all expenses incurred	2014-12-31	$141,886
Benefits paid (including direct rollovers)	2014-12-31	$142,270
Total plan assets at end of year	2014-12-31	$8,140,960
Total plan assets at beginning of year	2014-12-31	$7,477,458
Value of fidelity bond covering the plan	2014-12-31	$10,000,000
Total contributions received or receivable from participants	2014-12-31	$380,732
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$27,849
Other income received	2014-12-31	$426,331
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$874,721
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,140,960
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,477,458
Assets. Value of participant loans	2014-12-31	$194,382
Total contributions received or receivable from employer(s)	2014-12-31	$181,695
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$-384
2013 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$44,272
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,380,627
Expenses. Total of all expenses incurred	2013-12-31	$145,606
Benefits paid (including direct rollovers)	2013-12-31	$142,873
Total plan assets at end of year	2013-12-31	$7,477,458
Total plan assets at beginning of year	2013-12-31	$6,198,165
Value of fidelity bond covering the plan	2013-12-31	$10,000,000
Total contributions received or receivable from participants	2013-12-31	$379,939
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	$824,598
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,235,021
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,477,458
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,198,165
Assets. Value of participant loans	2013-12-31	$189,959
Total contributions received or receivable from employer(s)	2013-12-31	$176,090
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$145
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,588
2012 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,053,592
Expenses. Total of all expenses incurred	2012-12-31	$193,774
Benefits paid (including direct rollovers)	2012-12-31	$186,535
Total plan assets at end of year	2012-12-31	$6,198,165
Total plan assets at beginning of year	2012-12-31	$5,338,347
Value of fidelity bond covering the plan	2012-12-31	$10,000,000
Total contributions received or receivable from participants	2012-12-31	$351,544
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,678
Contributions received from other sources (not participants or employers)	2012-12-31	$13,922
Other income received	2012-12-31	$518,005
Net income (gross income less expenses)	2012-12-31	$859,818
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,198,165
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,338,347
Assets. Value of participant loans	2012-12-31	$175,331
Total contributions received or receivable from employer(s)	2012-12-31	$170,121
Value of corrective distributions	2012-12-31	$4,561
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$20,682
Total income from all sources	2011-12-31	$573,911
Expenses. Total of all expenses incurred	2011-12-31	$181,532
Benefits paid (including direct rollovers)	2011-12-31	$168,895
Total plan assets at end of year	2011-12-31	$5,338,347
Total plan assets at beginning of year	2011-12-31	$4,925,286
Value of fidelity bond covering the plan	2011-12-31	$10,000,000
Total contributions received or receivable from participants	2011-12-31	$341,876
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,843
Other income received	2011-12-31	$6,688
Net income (gross income less expenses)	2011-12-31	$392,379
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,338,347
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,925,286
Assets. Value of participant loans	2011-12-31	$193,210
Total contributions received or receivable from employer(s)	2011-12-31	$225,347
Value of corrective distributions	2011-12-31	$9,794
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,151,979
Expenses. Total of all expenses incurred	2010-12-31	$105,830
Benefits paid (including direct rollovers)	2010-12-31	$103,740
Total plan assets at end of year	2010-12-31	$4,641,624
Total plan assets at beginning of year	2010-12-31	$3,595,475
Value of fidelity bond covering the plan	2010-12-31	$10,000,000
Total contributions received or receivable from participants	2010-12-31	$293,977
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,090
Contributions received from other sources (not participants or employers)	2010-12-31	$73,529
Other income received	2010-12-31	$580,086
Net income (gross income less expenses)	2010-12-31	$1,046,149
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,641,624
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,595,475
Assets. Value of participant loans	2010-12-31	$159,738
Total contributions received or receivable from employer(s)	2010-12-31	$204,387
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2009 401k financial data
Total income from all sources	2009-12-31	$1,151,979
Expenses. Total of all expenses incurred	2009-12-31	$105,830
Benefits paid (including direct rollovers)	2009-12-31	$103,740
Total plan assets at end of year	2009-12-31	$4,641,624
Total plan assets at beginning of year	2009-12-31	$3,595,475
Value of fidelity bond covering the plan	2009-12-31	$10,000,000
Total contributions received or receivable from participants	2009-12-31	$293,977
Expenses. Other expenses not covered elsewhere	2009-12-31	$2,090
Contributions received from other sources (not participants or employers)	2009-12-31	$73,529
Other income received	2009-12-31	$580,086
Net income (gross income less expenses)	2009-12-31	$1,046,149
Net plan assets at end of year (total assets less liabilities)	2009-12-31	$4,641,624
Net plan assets at beginning of year (total assets less liabilities)	2009-12-31	$3,595,475
Assets. Value of participant loans	2009-12-31	$159,738
Total contributions received or receivable from employer(s)	2009-12-31	$204,387

Form 5500 Responses for INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN

2023: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INSURANCE ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: INSURANCE ORGANIZATIONS' SAVINGS TRUST 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 ORGANIZATIONS' SAVINGS TRUST 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 ORGANIZATIONS' SAVINGS TRUST 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 ORGANIZATIONS' SAVINGS TRUST 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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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Company Name:	NORTH CAROLINA RATE BUREAU
Employer identification number (EIN):	561179542
NAIC Classification:	524290