401k Plan data: STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN plan

STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN
Plan identification number	002

STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

STATE BAR OF TEXAS INSURANCE TRUST has sponsored the creation of one or more 401k plans.

Company Name: STATE BAR OF TEXAS INSURANCE TRUST

Employer identification number (EIN): 742168815

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 SHARON SMITH 2014-07-07 SHARON SMITH 2014-07-07
002 2013-01-01 SHARON SMITH SHARON SMITH 2014-07-07
002 2012-01-01 BROOKS DAVIS BROOKS DAVIS 2013-07-26
002 2011-01-01 BROOKS DAVIS BROOKS DAVIS 2012-07-24
002 2010-01-01 BROOKS DAVIS BROOKS DAVIS 2011-07-21
002 2009-01-01 BROOKS DAVIS BROOKS DAVIS 2010-07-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2014-01-01	SHARON SMITH	2014-07-07	SHARON SMITH	2014-07-07
002	2013-01-01	SHARON SMITH		SHARON SMITH	2014-07-07
002	2012-01-01	BROOKS DAVIS		BROOKS DAVIS	2013-07-26
002	2011-01-01	BROOKS DAVIS		BROOKS DAVIS	2012-07-24
002	2010-01-01	BROOKS DAVIS		BROOKS DAVIS	2011-07-21
002	2009-01-01	BROOKS DAVIS		BROOKS DAVIS	2010-07-23

Plan Statistics for STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN 2013 401k financial data
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	$107,716
Expenses. Total of all expenses incurred	2013-12-31	$306,325
Benefits paid (including direct rollovers)	2013-12-31	$306,325
Total plan assets at end of year	2013-12-31	$332,681
Total plan assets at beginning of year	2013-12-31	$531,290
Value of fidelity bond covering the plan	2013-12-31	$60,000
Total contributions received or receivable from participants	2013-12-31	$46,631
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	$56,135
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-198,609
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$332,681
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$531,290
Total contributions received or receivable from employer(s)	2013-12-31	$4,950
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$97,824
Expenses. Total of all expenses incurred	2012-12-31	$129,421
Benefits paid (including direct rollovers)	2012-12-31	$129,205
Total plan assets at end of year	2012-12-31	$531,290
Total plan assets at beginning of year	2012-12-31	$562,887
Value of fidelity bond covering the plan	2012-12-31	$60,000
Total contributions received or receivable from participants	2012-12-31	$39,435
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$54,509
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-31,597
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$531,290
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$562,887
Total contributions received or receivable from employer(s)	2012-12-31	$3,880
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$216
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$44,927
Expenses. Total of all expenses incurred	2011-12-31	$9,119
Benefits paid (including direct rollovers)	2011-12-31	$8,631
Total plan assets at end of year	2011-12-31	$562,887
Total plan assets at beginning of year	2011-12-31	$527,079
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$42,899
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-84
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$35,808
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$562,887
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$527,079
Total contributions received or receivable from employer(s)	2011-12-31	$2,112
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$488
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$108,773
Expenses. Total of all expenses incurred	2010-12-31	$3,750
Benefits paid (including direct rollovers)	2010-12-31	$3,750
Total plan assets at end of year	2010-12-31	$527,079
Total plan assets at beginning of year	2010-12-31	$422,056
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$41,202
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$61,488
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$105,023
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$527,079
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$422,056
Total contributions received or receivable from employer(s)	2010-12-31	$6,083
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN 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

Form 5500 Responses for STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN

2013: STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING 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: STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING 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: STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING 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
2010: STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: STATE BAR OF TEXAS INS. TRUST EMPLOYEES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STATE BAR OF TEXAS INSURANCE TRUST
Employer identification number (EIN):	742168815
NAIC Classification:	524290