401k Plan data: BRADLEY G. REAUME INSURANCE, INC. RETIREMENT TRUST plan

BRADLEY G. REAUME INSURANCE, INC. RETIREMENT TRUST 401k Plan overview

Plan Name	BRADLEY G. REAUME INSURANCE, INC. RETIREMENT TRUST
Plan identification number	002

BRADLEY G. REAUME INSURANCE, INC. RETIREMENT TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing

401k Sponsoring company profile

BRADLEY G. REAUME INSURANCE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: BRADLEY G. REAUME INSURANCE SERVICES, INC.

Employer identification number (EIN): 951154468

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRADLEY G. REAUME INSURANCE, INC. RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-08-01 BRADLEY REAUME
002 2011-08-01 BRADLEY REAUME
002 2009-08-01 JUANITA WATSON
002 2009-08-01 JUANITA WATSON

Plan id#	Filing Submission Date	Name of Administrator
002	2012-08-01	BRADLEY REAUME
002	2011-08-01	BRADLEY REAUME
002	2009-08-01	JUANITA WATSON
002	2009-08-01	JUANITA WATSON

Plan Statistics for BRADLEY G. REAUME INSURANCE, INC. RETIREMENT TRUST

401k plan membership statisitcs for BRADLEY G. REAUME INSURANCE, INC. RETIREMENT TRUST

Measure Date Value
2012: BRADLEY G. REAUME INSURANCE, INC. RETIREMENT TRUST 2012 401k membership
Total participants, beginning-of-year 2012-08-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 0
Number of retired or separated participants receiving benefits 2012-08-01 0
Number of other retired or separated participants entitled to future benefits 2012-08-01 0
Total of all active and inactive participants 2012-08-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-08-01 0
Total participants 2012-08-01 0
Number of participants with account balances 2012-08-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-08-01 0
2011: BRADLEY G. REAUME INSURANCE, INC. RETIREMENT TRUST 2011 401k membership
Total participants, beginning-of-year 2011-08-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 3
Number of retired or separated participants receiving benefits 2011-08-01 0
Number of other retired or separated participants entitled to future benefits 2011-08-01 0
Total of all active and inactive participants 2011-08-01 3
Total participants 2011-08-01 3
2009: BRADLEY G. REAUME INSURANCE, INC. RETIREMENT TRUST 2009 401k membership
Total participants, beginning-of-year 2009-08-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 3
Number of retired or separated participants receiving benefits 2009-08-01 0
Number of other retired or separated participants entitled to future benefits 2009-08-01 0
Total of all active and inactive participants 2009-08-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-08-01 0
Total participants 2009-08-01 3
Number of participants with account balances 2009-08-01 3

Measure	Date	Value
2012: BRADLEY G. REAUME INSURANCE, INC. RETIREMENT TRUST 2012 401k membership
Total participants, beginning-of-year	2012-08-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	0
Number of retired or separated participants receiving benefits	2012-08-01	0
Number of other retired or separated participants entitled to future benefits	2012-08-01	0
Total of all active and inactive participants	2012-08-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-08-01	0
Total participants	2012-08-01	0
Number of participants with account balances	2012-08-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-08-01	0
2011: BRADLEY G. REAUME INSURANCE, INC. RETIREMENT TRUST 2011 401k membership
Total participants, beginning-of-year	2011-08-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	3
Number of retired or separated participants receiving benefits	2011-08-01	0
Number of other retired or separated participants entitled to future benefits	2011-08-01	0
Total of all active and inactive participants	2011-08-01	3
Total participants	2011-08-01	3
2009: BRADLEY G. REAUME INSURANCE, INC. RETIREMENT TRUST 2009 401k membership
Total participants, beginning-of-year	2009-08-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	3
Number of retired or separated participants receiving benefits	2009-08-01	0
Number of other retired or separated participants entitled to future benefits	2009-08-01	0
Total of all active and inactive participants	2009-08-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-08-01	0
Total participants	2009-08-01	3
Number of participants with account balances	2009-08-01	3

Financial Data on BRADLEY G. REAUME INSURANCE, INC. RETIREMENT TRUST

Measure	Date	Value
2012 : BRADLEY G. REAUME INSURANCE, INC. RETIREMENT TRUST 2012 401k financial data
Total income from all sources	2012-09-12	$21,059
Expenses. Total of all expenses incurred	2012-09-12	$1,642,281
Benefits paid (including direct rollovers)	2012-09-12	$1,642,281
Total plan assets at end of year	2012-09-12	$0
Total plan assets at beginning of year	2012-09-12	$1,621,222
Other income received	2012-09-12	$21,059
Net income (gross income less expenses)	2012-09-12	$-1,621,222
Net plan assets at end of year (total assets less liabilities)	2012-09-12	$0
Net plan assets at beginning of year (total assets less liabilities)	2012-09-12	$1,621,222
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-12	$0
Total income from all sources	2012-07-31	$190,271
Expenses. Total of all expenses incurred	2012-07-31	$0
Total plan assets at end of year	2012-07-31	$1,621,222
Total plan assets at beginning of year	2012-07-31	$1,430,951
Other income received	2012-07-31	$79,471
Net income (gross income less expenses)	2012-07-31	$190,271
Net plan assets at end of year (total assets less liabilities)	2012-07-31	$1,621,222
Net plan assets at beginning of year (total assets less liabilities)	2012-07-31	$1,430,951
Total contributions received or receivable from employer(s)	2012-07-31	$110,800
2011 : BRADLEY G. REAUME INSURANCE, INC. RETIREMENT TRUST 2011 401k financial data
Total income from all sources	2011-07-31	$176,331
Expenses. Total of all expenses incurred	2011-07-31	$0
Total plan assets at end of year	2011-07-31	$1,430,951
Total plan assets at beginning of year	2011-07-31	$1,254,620
Other income received	2011-07-31	$118,246
Net income (gross income less expenses)	2011-07-31	$176,331
Net plan assets at end of year (total assets less liabilities)	2011-07-31	$1,430,951
Net plan assets at beginning of year (total assets less liabilities)	2011-07-31	$1,254,620
Total contributions received or receivable from employer(s)	2011-07-31	$58,085

Form 5500 Responses for BRADLEY G. REAUME INSURANCE, INC. RETIREMENT TRUST

2012: BRADLEY G. REAUME INSURANCE, INC. RETIREMENT TRUST 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Submission has been amended	No
2012-08-01	This submission is the final filing	Yes
2012-08-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-08-01	Plan is a collectively bargained plan	No
2012-08-01	Plan funding arrangement – Trust	Yes
2012-08-01	Plan benefit arrangement - Trust	Yes
2011: BRADLEY G. REAUME INSURANCE, INC. RETIREMENT TRUST 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Submission has been amended	No
2011-08-01	This submission is the final filing	No
2011-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-08-01	Plan is a collectively bargained plan	No
2011-08-01	Plan funding arrangement – Trust	Yes
2011-08-01	Plan benefit arrangement - Trust	Yes
2009: BRADLEY G. REAUME INSURANCE, INC. RETIREMENT TRUST 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Submission has been amended	Yes
2009-08-01	This submission is the final filing	No
2009-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-08-01	Plan is a collectively bargained plan	No
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BRADLEY G. REAUME INSURANCE SERVICES, INC.
Employer identification number (EIN):	951154468
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages