401k Plan data: OHIO PUBLIC RISK 401(K) PLAN plan

OHIO PUBLIC RISK 401(K) PLAN 401k Plan overview

Plan Name	OHIO PUBLIC RISK 401(K) PLAN
Plan identification number	001

OHIO PUBLIC RISK 401(K) PLAN 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
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.
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

OHIO PUBLIC RISK INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: OHIO PUBLIC RISK INSURANCE AGENCY, INC.

Employer identification number (EIN): 311191684

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHIO PUBLIC RISK 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ZACHARY STEWART 2024-05-02
001 2022-01-01 ZACHARY STEWART 2023-07-20
001 2021-01-01 JOSEPH STEWART 2022-04-01
001 2020-01-01 JOSEPH STEWART 2021-07-08
001 2019-01-01 JOSEPH STEWART 2020-05-08
001 2018-01-01 JOSEPH STEWART 2019-07-12
001 2017-01-01 JOSEPH STEWART 2018-07-03
001 2016-01-01 JOSEPH STEWART 2017-07-21
001 2015-01-01 JOSEPH STEWART 2016-07-25
001 2014-01-01 JOSEPH STEWART 2015-07-20
001 2013-01-01 JOSEPH STEWART 2014-07-17
001 2012-01-01 JOSEPH STEWART 2013-05-22
001 2011-01-01 JOSEPH C STEWART

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	ZACHARY STEWART	2024-05-02
001	2022-01-01	ZACHARY STEWART	2023-07-20
001	2021-01-01	JOSEPH STEWART	2022-04-01
001	2020-01-01	JOSEPH STEWART	2021-07-08
001	2019-01-01	JOSEPH STEWART	2020-05-08
001	2018-01-01	JOSEPH STEWART	2019-07-12
001	2017-01-01	JOSEPH STEWART	2018-07-03
001	2016-01-01	JOSEPH STEWART	2017-07-21
001	2015-01-01	JOSEPH STEWART	2016-07-25
001	2014-01-01	JOSEPH STEWART	2015-07-20
001	2013-01-01	JOSEPH STEWART	2014-07-17
001	2012-01-01	JOSEPH STEWART	2013-05-22
001	2011-01-01	JOSEPH C STEWART

Plan Statistics for OHIO PUBLIC RISK 401(K) PLAN

401k plan membership statisitcs for OHIO PUBLIC RISK 401(K) PLAN

Measure Date Value
2011: OHIO PUBLIC RISK 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
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 1
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
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

Measure	Date	Value
2011: OHIO PUBLIC RISK 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
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	1
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
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

Financial Data on OHIO PUBLIC RISK 401(K) PLAN

Measure	Date	Value
2011 : OHIO PUBLIC RISK 401(K) PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$104,879
Expenses. Total of all expenses incurred	2011-12-31	$23,372
Total plan assets at end of year	2011-12-31	$239,609
Total plan assets at beginning of year	2011-12-31	$158,102
Value of fidelity bond covering the plan	2011-12-31	$20,000
Total contributions received or receivable from participants	2011-12-31	$57,158
Other income received	2011-12-31	$-8,582
Net income (gross income less expenses)	2011-12-31	$81,507
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$239,609
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$158,102
Total contributions received or receivable from employer(s)	2011-12-31	$56,303
Value of corrective distributions	2011-12-31	$23,372
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : OHIO PUBLIC RISK 401(K) 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	$83,765
Expenses. Total of all expenses incurred	2010-12-31	$2,897
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$158,102
Total plan assets at beginning of year	2010-12-31	$77,234
Value of fidelity bond covering the plan	2010-12-31	$20,000
Total contributions received or receivable from participants	2010-12-31	$58,163
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,897
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$13,018
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$80,868
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$158,102
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$77,234
Total contributions received or receivable from employer(s)	2010-12-31	$12,584
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

Form 5500 Responses for OHIO PUBLIC RISK 401(K) PLAN

2011: OHIO PUBLIC RISK 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )

Policy contract number

3507

Policy instance

Insurance contract or identification number	3507
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-11-15
Total amount of commissions paid to insurance broker	USD $2,041
Total amount of fees paid to insurance company	USD $0
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?	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
Commission paid to Insurance Broker	USD $1,736
Insurance broker organization code?	3
Insurance broker name	JOHN W. ZORIO

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Company Name:	OHIO PUBLIC RISK INSURANCE AGENCY, INC.
Employer identification number (EIN):	311191684
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages