INSURANCE & BONDS AGENCY OF TEXAS LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
---|
2015: IBI 401(K) PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 68 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 22 |
Total of all active and inactive participants | 2015-01-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 90 |
Number of participants with account balances | 2015-01-01 | 73 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: IBI 401(K) PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 93 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 89 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 16 |
Total of all active and inactive participants | 2014-01-01 | 105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 105 |
Number of participants with account balances | 2014-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: IBI 401(K) PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 68 |
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 | 14 |
Total of all active and inactive participants | 2013-01-01 | 82 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 82 |
Number of participants with account balances | 2013-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: IBI 401(K) PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 75 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 52 |
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 | 17 |
Total of all active and inactive participants | 2012-01-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 69 |
Number of participants with account balances | 2012-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: IBI 401(K) PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 80 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 58 |
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 | 13 |
Total of all active and inactive participants | 2011-01-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 71 |
Number of participants with account balances | 2011-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: IBI 401(K) PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 65 |
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 | 15 |
Total of all active and inactive participants | 2009-01-01 | 80 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 80 |
Number of participants with account balances | 2009-01-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2015 : IBI 401(K) PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $597,280 |
Expenses. Total of all expenses incurred | 2015-12-31 | $490,995 |
Benefits paid (including direct rollovers) | 2015-12-31 | $451,188 |
Total plan assets at end of year | 2015-12-31 | $4,107,035 |
Total plan assets at beginning of year | 2015-12-31 | $4,000,750 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $299,552 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $247,512 |
Other income received | 2015-12-31 | $-127,581 |
Net income (gross income less expenses) | 2015-12-31 | $106,285 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,107,035 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,000,750 |
Assets. Value of participant loans | 2015-12-31 | $289,116 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $177,797 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $34,305 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $5,502 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : IBI 401(K) PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $693,403 |
Expenses. Total of all expenses incurred | 2014-12-31 | $223,273 |
Benefits paid (including direct rollovers) | 2014-12-31 | $218,077 |
Total plan assets at end of year | 2014-12-31 | $4,000,750 |
Total plan assets at beginning of year | 2014-12-31 | $3,530,620 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $300,368 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $20,000 |
Other income received | 2014-12-31 | $208,421 |
Net income (gross income less expenses) | 2014-12-31 | $470,130 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,000,750 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,530,620 |
Assets. Value of participant loans | 2014-12-31 | $258,125 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $164,614 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $5,196 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : IBI 401(K) PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $902,174 |
Expenses. Total of all expenses incurred | 2013-12-31 | $215,165 |
Benefits paid (including direct rollovers) | 2013-12-31 | $198,494 |
Total plan assets at end of year | 2013-12-31 | $3,530,620 |
Total plan assets at beginning of year | 2013-12-31 | $2,843,611 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $243,010 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $41,567 |
Other income received | 2013-12-31 | $485,070 |
Net income (gross income less expenses) | 2013-12-31 | $687,009 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,530,620 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,843,611 |
Assets. Value of participant loans | 2013-12-31 | $193,842 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $132,527 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $11,077 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,594 |
2012 : IBI 401(K) PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $626,400 |
Expenses. Total of all expenses incurred | 2012-12-31 | $232,168 |
Benefits paid (including direct rollovers) | 2012-12-31 | $227,319 |
Total plan assets at end of year | 2012-12-31 | $2,843,611 |
Total plan assets at beginning of year | 2012-12-31 | $2,449,379 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $230,341 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $15,944 |
Other income received | 2012-12-31 | $284,483 |
Net income (gross income less expenses) | 2012-12-31 | $394,232 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,843,611 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,449,379 |
Assets. Value of participant loans | 2012-12-31 | $173,882 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $95,632 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $4,849 |
2011 : IBI 401(K) PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $135,928 |
Expenses. Total of all expenses incurred | 2011-12-31 | $362,791 |
Benefits paid (including direct rollovers) | 2011-12-31 | $357,716 |
Total plan assets at end of year | 2011-12-31 | $2,449,379 |
Total plan assets at beginning of year | 2011-12-31 | $2,676,242 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $242,698 |
Other income received | 2011-12-31 | $-225,403 |
Net income (gross income less expenses) | 2011-12-31 | $-226,863 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,449,379 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,676,242 |
Assets. Value of participant loans | 2011-12-31 | $183,238 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $118,633 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $5,075 |
2010 : IBI 401(K) PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $509,495 |
Expenses. Total of all expenses incurred | 2010-12-31 | $293,177 |
Benefits paid (including direct rollovers) | 2010-12-31 | $290,646 |
Total plan assets at end of year | 2010-12-31 | $2,676,242 |
Total plan assets at beginning of year | 2010-12-31 | $2,459,924 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $266,755 |
Other income received | 2010-12-31 | $130,447 |
Net income (gross income less expenses) | 2010-12-31 | $216,318 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,676,242 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,459,924 |
Assets. Value of participant loans | 2010-12-31 | $140,104 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $112,293 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,531 |
2015: IBI 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 – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: IBI 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: IBI 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 – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: IBI 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 – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: IBI 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 – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: IBI 401(K) 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 – 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 |
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | G36825 |
Policy instance | 1 |
Insurance contract or identification number | G36825 | Number of Individuals Covered | 71 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | G36825 |
Policy instance | 1 |
Insurance contract or identification number | G36825 | Number of Individuals Covered | 65 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | G36825 |
Policy instance | 1 |
Insurance contract or identification number | G36825 | Number of Individuals Covered | 61 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | G36825 |
Policy instance | 1 |
Insurance contract or identification number | G36825 | Number of Individuals Covered | 58 | Insurance policy start date | 2012-11-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 710454 |
Policy instance | 2 |
Insurance contract or identification number | 710454 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $7,362 | Total amount of fees paid to insurance company | USD $261 | Amount paid for insurance broker fees | 261 | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $74 | Insurance broker name | INSURANCE AND BOND AGENCY OF TX |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 710454 |
Policy instance | 1 |
Insurance contract or identification number | 710454 | Number of Individuals Covered | 60 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $7,638 | Total amount of fees paid to insurance company | USD $1,169 |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 710454 |
Policy instance | 1 |
Insurance contract or identification number | 710454 | Number of Individuals Covered | 67 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $7,428 | Total amount of fees paid to insurance company | USD $1,105 |
|