401k Plan data: INSIGHTS 401(K) RETIREMENT PLAN plan

INSIGHTS 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	INSIGHTS 401(K) RETIREMENT PLAN
Plan identification number	002

INSIGHTS 401(K) RETIREMENT 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

INSIGHTS TRAINING GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: INSIGHTS TRAINING GROUP, LLC

Employer identification number (EIN): 263957019

NAIC Classification: 611000

Additional information about INSIGHTS TRAINING GROUP, LLC

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2007-12-10

Company Identification Number: S243172

Legal Registered Office Address: 331 NORTH MAIN STREET

MARION
United States of America (USA)
24354

More information about INSIGHTS TRAINING GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSIGHTS 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 CHRISTINE NEMETH CHRISTINE NEMETH 2018-10-15
002 2016-01-01 CHRISTINE NEMETH 2017-07-14 CHRISTINE NEMETH 2017-07-14
002 2015-01-01 CHRISTINE NEMETH 2016-04-06 CHRISTINE NEMETH 2016-04-06
002 2014-01-01 CHRISTINE NEMETH 2015-05-13 CHRISTINE NEMETH 2015-05-13
002 2013-01-01 LIDON WEATHERLY 2014-04-11 LIDON WEATHERLY 2014-04-11
002 2012-01-01 LIDON WEATHERLY 2013-02-15 LIDON WEATHERLY 2013-02-15
002 2011-01-01 LIDON WEATHERLY 2012-02-07 LIDON WEATHERLY 2012-02-07
002 2010-01-01 LIDON WEATHERLY 2011-02-15 LIDON WEATHERLY 2011-02-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	CHRISTINE NEMETH		CHRISTINE NEMETH	2018-10-15
002	2016-01-01	CHRISTINE NEMETH	2017-07-14	CHRISTINE NEMETH	2017-07-14
002	2015-01-01	CHRISTINE NEMETH	2016-04-06	CHRISTINE NEMETH	2016-04-06
002	2014-01-01	CHRISTINE NEMETH	2015-05-13	CHRISTINE NEMETH	2015-05-13
002	2013-01-01	LIDON WEATHERLY	2014-04-11	LIDON WEATHERLY	2014-04-11
002	2012-01-01	LIDON WEATHERLY	2013-02-15	LIDON WEATHERLY	2013-02-15
002	2011-01-01	LIDON WEATHERLY	2012-02-07	LIDON WEATHERLY	2012-02-07
002	2010-01-01	LIDON WEATHERLY	2011-02-15	LIDON WEATHERLY	2011-02-15

Plan Statistics for INSIGHTS 401(K) RETIREMENT PLAN

401k plan membership statisitcs for INSIGHTS 401(K) RETIREMENT PLAN

Measure Date Value
2022: INSIGHTS 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 245
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 33
Total of all active and inactive participants 2022-01-01 278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 278
Number of participants with account balances 2022-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: INSIGHTS 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 108
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 32
Total of all active and inactive participants 2021-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 140
Number of participants with account balances 2021-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: INSIGHTS 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 113
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 28
Total of all active and inactive participants 2020-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 141
Number of participants with account balances 2020-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: INSIGHTS 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 107
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 24
Total of all active and inactive participants 2019-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 131
Number of participants with account balances 2019-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2018: INSIGHTS 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 144
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 36
Total of all active and inactive participants 2018-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 180
Number of participants with account balances 2018-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 17
2017: INSIGHTS 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 168
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 15
Total of all active and inactive participants 2017-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 184
Number of participants with account balances 2017-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 20

Measure	Date	Value
2022: INSIGHTS 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	245
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	33
Total of all active and inactive participants	2022-01-01	278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	278
Number of participants with account balances	2022-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: INSIGHTS 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	108
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	32
Total of all active and inactive participants	2021-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	140
Number of participants with account balances	2021-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: INSIGHTS 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	113
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	28
Total of all active and inactive participants	2020-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	141
Number of participants with account balances	2020-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: INSIGHTS 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	107
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	24
Total of all active and inactive participants	2019-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	131
Number of participants with account balances	2019-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2018: INSIGHTS 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	144
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	36
Total of all active and inactive participants	2018-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	180
Number of participants with account balances	2018-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	17
2017: INSIGHTS 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	168
Number of retired or separated participants receiving benefits	2017-01-01	0
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	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	184
Number of participants with account balances	2017-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	20

Financial Data on INSIGHTS 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : INSIGHTS 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-71,918
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$175,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$174,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$177,048
Value of total assets at end of year	2022-12-31	$1,398,598
Value of total assets at beginning of year	2022-12-31	$1,645,828
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,131
Total interest from all sources	2022-12-31	$7
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$53,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$53,727
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$300,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$108,733
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$373
Participant contributions at end of year	2022-12-31	$1,257
Participant contributions at beginning of year	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$1,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-247,230
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,398,598
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,645,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,396,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,645,029
Interest on participant loans	2022-12-31	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-302,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$68,315
Employer contributions (assets) at end of year	2022-12-31	$752
Employer contributions (assets) at beginning of year	2022-12-31	$426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$174,181
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PBMARES, LLP
Accountancy firm EIN	2022-12-31	540737372
2021 : INSIGHTS 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$343,002
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$185,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$177,978
Value of total corrective distributions	2021-12-31	$5,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$163,779
Value of total assets at end of year	2021-12-31	$1,645,828
Value of total assets at beginning of year	2021-12-31	$1,488,189
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,369
Total interest from all sources	2021-12-31	$45
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$85,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$85,976
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$300,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$101,552
Participant contributions at end of year	2021-12-31	$373
Participant contributions at beginning of year	2021-12-31	$1,037
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$80
Other income not declared elsewhere	2021-12-31	$93,202
Administrative expenses (other) incurred	2021-12-31	$2,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$157,639
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,645,828
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,488,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,645,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,487,012
Interest on participant loans	2021-12-31	$45
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$62,227
Employer contributions (assets) at end of year	2021-12-31	$426
Employer contributions (assets) at beginning of year	2021-12-31	$60
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$177,978
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PBMARES, LLP
Accountancy firm EIN	2021-12-31	540737372
2020 : INSIGHTS 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$549,078
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$129,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$123,002
Value of total corrective distributions	2020-12-31	$4,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$372,858
Value of total assets at end of year	2020-12-31	$1,488,189
Value of total assets at beginning of year	2020-12-31	$1,068,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,075
Total interest from all sources	2020-12-31	$99
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$43,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$43,588
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$300,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$114,955
Participant contributions at end of year	2020-12-31	$1,037
Participant contributions at beginning of year	2020-12-31	$2,500
Participant contributions at end of year	2020-12-31	$80
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$185,724
Administrative expenses (other) incurred	2020-12-31	$2,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$419,434
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,488,189
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,068,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,487,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,066,074
Interest on participant loans	2020-12-31	$99
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$132,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$72,179
Employer contributions (assets) at end of year	2020-12-31	$60
Employer contributions (assets) at beginning of year	2020-12-31	$181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$123,002
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PBMARES, LLP
Accountancy firm EIN	2020-12-31	540737372
2019 : INSIGHTS 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$436
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$436
Total income from all sources (including contributions)	2019-12-31	$371,102
Total income from all sources (including contributions)	2019-12-31	$371,102
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$275,123
Total of all expenses incurred	2019-12-31	$275,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$270,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$270,959
Value of total corrective distributions	2019-12-31	$394
Value of total corrective distributions	2019-12-31	$394
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$189,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$189,563
Value of total assets at end of year	2019-12-31	$1,068,755
Value of total assets at end of year	2019-12-31	$1,068,755
Value of total assets at beginning of year	2019-12-31	$973,212
Value of total assets at beginning of year	2019-12-31	$973,212
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,770
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,770
Total interest from all sources	2019-12-31	$200
Total interest from all sources	2019-12-31	$200
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$36,669
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$36,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$36,669
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$36,669
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$300,000
Value of fidelity bond cover	2019-12-31	$300,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$117,512
Contributions received from participants	2019-12-31	$117,512
Participant contributions at end of year	2019-12-31	$2,500
Participant contributions at end of year	2019-12-31	$2,500
Participant contributions at beginning of year	2019-12-31	$7,826
Participant contributions at beginning of year	2019-12-31	$7,826
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$4,053
Participant contributions at beginning of year	2019-12-31	$4,053
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$8,473
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$8,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$436
Administrative expenses (other) incurred	2019-12-31	$3,770
Administrative expenses (other) incurred	2019-12-31	$3,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$95,979
Value of net income/loss	2019-12-31	$95,979
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,068,755
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,068,755
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$972,776
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$972,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,066,074
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,066,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$958,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$958,241
Interest on participant loans	2019-12-31	$200
Interest on participant loans	2019-12-31	$200
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$144,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$144,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$63,578
Contributions received in cash from employer	2019-12-31	$63,578
Employer contributions (assets) at end of year	2019-12-31	$181
Employer contributions (assets) at end of year	2019-12-31	$181
Employer contributions (assets) at beginning of year	2019-12-31	$3,092
Employer contributions (assets) at beginning of year	2019-12-31	$3,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$270,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$270,959
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PBMARES, LLP
Accountancy firm name	2019-12-31	PBMARES, LLP
Accountancy firm EIN	2019-12-31	540737372
Accountancy firm EIN	2019-12-31	540737372
2018 : INSIGHTS 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$436
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$159,924
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$246,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$238,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$228,625
Value of total assets at end of year	2018-12-31	$973,212
Value of total assets at beginning of year	2018-12-31	$1,059,115
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$7,534
Total interest from all sources	2018-12-31	$543
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$-69,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$-69,244
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$150,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$130,099
Participant contributions at end of year	2018-12-31	$7,826
Participant contributions at beginning of year	2018-12-31	$14,438
Participant contributions at end of year	2018-12-31	$4,053
Participant contributions at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$7,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-86,339
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$972,776
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,059,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$958,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,042,993
Interest on participant loans	2018-12-31	$543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$98,526
Employer contributions (assets) at end of year	2018-12-31	$3,092
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$238,729
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PBMARES, LLP
Accountancy firm EIN	2018-12-31	540737372
2017 : INSIGHTS 401(K) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$495,685
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$134,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$133,432
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$361,715
Value of total assets at end of year	2017-12-31	$1,059,115
Value of total assets at beginning of year	2017-12-31	$698,237
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,375
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$751
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$0
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$150,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Amount of non-exempt transactions with any party-in-interest	2017-12-31	$0
Contributions received from participants	2017-12-31	$113,713
Participant contributions at end of year	2017-12-31	$14,438
Participant contributions at beginning of year	2017-12-31	$12,481
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$2,163
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$172,690
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$-10
Administrative expenses (other) incurred	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$360,878
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,059,115
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$698,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$0
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,042,993
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$680,283
Interest on participant loans	2017-12-31	$750
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$1
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,692
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$0
Net investment gain/loss from pooled separate accounts	2017-12-31	$133,229
Net investment gain or loss from common/collective trusts	2017-12-31	$0
Net gain/loss from 103.12 investment entities	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$75,312
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$1,618
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$133,432
Contract administrator fees	2017-12-31	$1,375
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PBMARES, LLC
Accountancy firm EIN	2017-12-31	540737372

Form 5500 Responses for INSIGHTS 401(K) RETIREMENT PLAN

2022: INSIGHTS 401(K) RETIREMENT 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: INSIGHTS 401(K) RETIREMENT 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: INSIGHTS 401(K) RETIREMENT 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: INSIGHTS 401(K) RETIREMENT 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: INSIGHTS 401(K) RETIREMENT 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INSIGHTS 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

805623

Policy instance

Insurance contract or identification number	805623
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
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?	No
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

805623

Policy instance

Insurance contract or identification number	805623
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $4,293
Total amount of fees paid to insurance company	USD $2,046
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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
Commission paid to Insurance Broker	USD $4,293
Amount paid for insurance broker fees	2046
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL LLC

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	INSIGHTS TRAINING GROUP, LLC
Employer identification number (EIN):	263957019
NAIC Classification:	611000

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2007-12-10
Company Identification Number:	S243172
Legal Registered Office Address:	331 NORTH MAIN STREET MARION United States of America (USA) 24354