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KIRBY RISK CORPORATION RETIREMENT PLAN 401k Plan overview

Plan NameKIRBY RISK CORPORATION RETIREMENT PLAN
Plan identification number 001

KIRBY RISK CORPORATION RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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

KIRBY RISK CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:KIRBY RISK CORPORATION
Employer identification number (EIN):350805247
NAIC Classification:335900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KIRBY RISK CORPORATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JASON J. BRICKER2024-09-17
0012022-01-01JASON J. BRICKER2023-10-04
0012021-01-01JASON J. BRICKER, EVP & CFO2022-09-13 JASON J. BRICKER, EVP & CFO2022-09-13
0012020-01-01JASON J. BRICKER, EVP & CFO2021-09-23 JASON J. BRICKER, EVP & CFO2021-09-23
0012019-01-01JASON J. BRICKER, CFO2020-09-18
0012018-01-01JASON J. BRICKER, EVP & CFO2019-09-23 JASON J. BRICKER, EVP & CFO2019-09-23
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01STEVEN J. KRITZMIRE STEVEN J. KRITZMIRE2014-10-05
0012012-01-01STEVEN J. KRITZMIRE STEVEN J. KRITZMIRE2013-10-14
0012011-01-01STEVEN J. KRITZMIRE STEVEN J. KRITZMIRE2013-11-04
0012009-01-01STEVEN J. KRITZMIRE STEVEN J. KRITZMIRE2010-10-12

Plan Statistics for KIRBY RISK CORPORATION RETIREMENT PLAN

401k plan membership statisitcs for KIRBY RISK CORPORATION RETIREMENT PLAN

Measure Date Value
2023: KIRBY RISK CORPORATION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,408
Total number of active participants reported on line 7a of the Form 55002023-01-011,206
Number of retired or separated participants receiving benefits2023-01-01289
Total of all active and inactive participants2023-01-011,495
Total participants2023-01-011,495
Number of participants with account balances2023-01-011,328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01142
2022: KIRBY RISK CORPORATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,382
Total number of active participants reported on line 7a of the Form 55002022-01-011,089
Number of retired or separated participants receiving benefits2022-01-01259
Total of all active and inactive participants2022-01-011,348
Total participants2022-01-011,348
Number of participants with account balances2022-01-011,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0187
2021: KIRBY RISK CORPORATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,402
Total number of active participants reported on line 7a of the Form 55002021-01-011,051
Number of retired or separated participants receiving benefits2021-01-01260
Total of all active and inactive participants2021-01-011,311
Total participants2021-01-011,311
Number of participants with account balances2021-01-011,135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0179
2020: KIRBY RISK CORPORATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,388
Total number of active participants reported on line 7a of the Form 55002020-01-011,096
Number of retired or separated participants receiving benefits2020-01-01245
Total of all active and inactive participants2020-01-011,341
Total participants2020-01-011,341
Number of participants with account balances2020-01-011,175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01101
2019: KIRBY RISK CORPORATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,139
Total number of active participants reported on line 7a of the Form 55002019-01-011,163
Number of retired or separated participants receiving benefits2019-01-01202
Total of all active and inactive participants2019-01-011,365
Total participants2019-01-011,365
Number of participants with account balances2019-01-011,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01111
2018: KIRBY RISK CORPORATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,026
Total number of active participants reported on line 7a of the Form 55002018-01-01928
Number of retired or separated participants receiving benefits2018-01-01174
Total of all active and inactive participants2018-01-011,102
Total participants2018-01-011,102
Number of participants with account balances2018-01-011,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0135
2017: KIRBY RISK CORPORATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,068
Total number of active participants reported on line 7a of the Form 55002017-01-01796
Number of retired or separated participants receiving benefits2017-01-01161
Total of all active and inactive participants2017-01-01957
Total participants2017-01-01957
Number of participants with account balances2017-01-01851
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: KIRBY RISK CORPORATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,012
Total number of active participants reported on line 7a of the Form 55002016-01-01882
Number of retired or separated participants receiving benefits2016-01-01154
Total of all active and inactive participants2016-01-011,036
Total participants2016-01-011,036
Number of participants with account balances2016-01-01872
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0132
2015: KIRBY RISK CORPORATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,013
Total number of active participants reported on line 7a of the Form 55002015-01-01810
Number of retired or separated participants receiving benefits2015-01-01142
Total of all active and inactive participants2015-01-01952
Total participants2015-01-01952
Number of participants with account balances2015-01-01853
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0145
2014: KIRBY RISK CORPORATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,015
Total number of active participants reported on line 7a of the Form 55002014-01-01847
Number of retired or separated participants receiving benefits2014-01-01132
Total of all active and inactive participants2014-01-01979
Total participants2014-01-01979
Number of participants with account balances2014-01-01857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: KIRBY RISK CORPORATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01935
Total number of active participants reported on line 7a of the Form 55002013-01-01835
Number of retired or separated participants receiving benefits2013-01-01145
Total of all active and inactive participants2013-01-01980
Total participants2013-01-01980
Number of participants with account balances2013-01-01876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: KIRBY RISK CORPORATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01863
Total number of active participants reported on line 7a of the Form 55002012-01-01752
Number of retired or separated participants receiving benefits2012-01-01143
Total of all active and inactive participants2012-01-01895
Total participants2012-01-01895
Number of participants with account balances2012-01-01821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: KIRBY RISK CORPORATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01972
Total number of active participants reported on line 7a of the Form 55002011-01-01658
Number of retired or separated participants receiving benefits2011-01-01127
Total of all active and inactive participants2011-01-01785
Total participants2011-01-01785
Number of participants with account balances2011-01-01767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: KIRBY RISK CORPORATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01842
Total number of active participants reported on line 7a of the Form 55002009-01-01638
Number of retired or separated participants receiving benefits2009-01-0128
Number of other retired or separated participants entitled to future benefits2009-01-01197
Total of all active and inactive participants2009-01-01863
Total participants2009-01-01863
Number of participants with account balances2009-01-01792
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on KIRBY RISK CORPORATION RETIREMENT PLAN

Measure Date Value
2023 : KIRBY RISK CORPORATION RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$23,541,927
Total of all expenses incurred2023-12-31$9,270,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$9,132,952
Expenses. Certain deemed distributions of participant loans2023-12-31$3,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,984,736
Value of total assets at end of year2023-12-31$117,836,801
Value of total assets at beginning of year2023-12-31$103,564,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$133,253
Total interest from all sources2023-12-31$625,034
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,627,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,627,571
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$3,717,385
Participant contributions at end of year2023-12-31$1,581,617
Participant contributions at beginning of year2023-12-31$1,491,917
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$582,052
Other income not declared elsewhere2023-12-31$52,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$14,271,851
Value of net assets at end of year (total assets less liabilities)2023-12-31$117,836,801
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$103,564,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$80,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$73,728,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$61,223,049
Interest on participant loans2023-12-31$87,772
Interest earned on other investments2023-12-31$537,262
Value of interest in common/collective trusts at end of year2023-12-31$14,715,493
Value of interest in common/collective trusts at beginning of year2023-12-31$9,333,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$26,290,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$30,146,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$9,522,866
Net investment gain or loss from common/collective trusts2023-12-31$2,729,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$3,685,299
Employer contributions (assets) at end of year2023-12-31$1,520,000
Employer contributions (assets) at beginning of year2023-12-31$1,370,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$9,132,952
Contract administrator fees2023-12-31$53,213
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVIS MAZARS LLP
Accountancy firm EIN2023-12-31440160260
Total income from all sources (including contributions)2023-01-01$23,541,927
Total of all expenses incurred2023-01-01$9,270,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$9,132,952
Expenses. Certain deemed distributions of participant loans2023-01-01$3,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$7,984,736
Value of total assets at end of year2023-01-01$117,836,801
Value of total assets at beginning of year2023-01-01$103,564,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$133,253
Total interest from all sources2023-01-01$625,034
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$2,627,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$2,627,571
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$3,717,385
Participant contributions at end of year2023-01-01$1,581,617
Participant contributions at beginning of year2023-01-01$1,491,917
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$582,052
Other income not declared elsewhere2023-01-01$52,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$14,271,851
Value of net assets at end of year (total assets less liabilities)2023-01-01$117,836,801
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$103,564,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$80,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$73,728,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$61,223,049
Interest on participant loans2023-01-01$87,772
Interest earned on other investments2023-01-01$537,262
Value of interest in common/collective trusts at end of year2023-01-01$14,715,493
Value of interest in common/collective trusts at beginning of year2023-01-01$9,333,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$26,290,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$30,146,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$9,522,866
Net investment gain or loss from common/collective trusts2023-01-01$2,729,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$3,685,299
Employer contributions (assets) at end of year2023-01-01$1,520,000
Employer contributions (assets) at beginning of year2023-01-01$1,370,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$9,132,952
Contract administrator fees2023-01-01$53,213
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01FORVIS MAZARS LLP
Accountancy firm EIN2023-01-01440160260
2022 : KIRBY RISK CORPORATION RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-9,681,068
Total of all expenses incurred2022-12-31$6,893,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,755,330
Expenses. Certain deemed distributions of participant loans2022-12-31$7,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,812,303
Value of total assets at end of year2022-12-31$103,564,950
Value of total assets at beginning of year2022-12-31$120,139,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$130,407
Total interest from all sources2022-12-31$540,631
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,550,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,550,784
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,251,755
Participant contributions at end of year2022-12-31$1,491,917
Participant contributions at beginning of year2022-12-31$1,634,740
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$308,411
Other income not declared elsewhere2022-12-31$52,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,574,234
Value of net assets at end of year (total assets less liabilities)2022-12-31$103,564,950
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$120,139,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$77,687
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$61,223,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$81,014,022
Interest on participant loans2022-12-31$73,122
Interest earned on other investments2022-12-31$467,509
Value of interest in common/collective trusts at end of year2022-12-31$9,333,935
Value of interest in common/collective trusts at beginning of year2022-12-31$10,147,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$30,146,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$26,142,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,821,411
Net investment gain or loss from common/collective trusts2022-12-31$-1,816,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,252,137
Employer contributions (assets) at end of year2022-12-31$1,370,000
Employer contributions (assets) at beginning of year2022-12-31$1,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,755,330
Contract administrator fees2022-12-31$52,720
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS LLP
Accountancy firm EIN2022-12-31440160260
Total income from all sources (including contributions)2022-01-01$-9,681,068
Total of all expenses incurred2022-01-01$6,893,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$6,755,330
Expenses. Certain deemed distributions of participant loans2022-01-01$7,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$6,812,303
Value of total assets at end of year2022-01-01$103,564,950
Value of total assets at beginning of year2022-01-01$120,139,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$130,407
Total interest from all sources2022-01-01$540,631
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$3,550,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$3,550,784
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$3,251,755
Participant contributions at end of year2022-01-01$1,491,917
Participant contributions at beginning of year2022-01-01$1,634,740
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$308,411
Other income not declared elsewhere2022-01-01$52,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-16,574,234
Value of net assets at end of year (total assets less liabilities)2022-01-01$103,564,950
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$120,139,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$77,687
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$61,223,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$81,014,022
Interest on participant loans2022-01-01$73,122
Interest earned on other investments2022-01-01$467,509
Value of interest in common/collective trusts at end of year2022-01-01$9,333,935
Value of interest in common/collective trusts at beginning of year2022-01-01$10,147,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$30,146,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$26,142,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-18,821,411
Net investment gain or loss from common/collective trusts2022-01-01$-1,816,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$3,252,137
Employer contributions (assets) at end of year2022-01-01$1,370,000
Employer contributions (assets) at beginning of year2022-01-01$1,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$6,755,330
Contract administrator fees2022-01-01$52,720
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01FORVIS LLP
Accountancy firm EIN2022-01-01440160260
2021 : KIRBY RISK CORPORATION RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$20,303,110
Total of all expenses incurred2021-12-31$11,508,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,302,473
Expenses. Certain deemed distributions of participant loans2021-12-31$82,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,938,851
Value of total assets at end of year2021-12-31$120,139,184
Value of total assets at beginning of year2021-12-31$111,344,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$124,265
Total interest from all sources2021-12-31$472,963
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,906,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,906,465
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,976,445
Participant contributions at end of year2021-12-31$1,634,740
Participant contributions at beginning of year2021-12-31$1,709,262
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$27,363
Other income not declared elsewhere2021-12-31$63,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,794,190
Value of net assets at end of year (total assets less liabilities)2021-12-31$120,139,184
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$111,344,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$65,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$81,014,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$71,275,674
Interest on participant loans2021-12-31$84,699
Interest earned on other investments2021-12-31$388,264
Value of interest in common/collective trusts at end of year2021-12-31$10,147,662
Value of interest in common/collective trusts at beginning of year2021-12-31$9,758,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$26,142,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$27,801,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,422,735
Net investment gain or loss from common/collective trusts2021-12-31$2,498,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,935,043
Employer contributions (assets) at end of year2021-12-31$1,200,000
Employer contributions (assets) at beginning of year2021-12-31$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,302,473
Contract administrator fees2021-12-31$58,609
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS
Accountancy firm EIN2021-12-31440160260
2020 : KIRBY RISK CORPORATION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$18,280,279
Total of all expenses incurred2020-12-31$6,932,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,828,926
Expenses. Certain deemed distributions of participant loans2020-12-31$8,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,581,135
Value of total assets at end of year2020-12-31$111,344,994
Value of total assets at beginning of year2020-12-31$99,997,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$95,607
Total interest from all sources2020-12-31$561,749
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,343,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,343,647
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,869,158
Participant contributions at end of year2020-12-31$1,709,262
Participant contributions at beginning of year2020-12-31$1,793,887
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$201,045
Other income not declared elsewhere2020-12-31$53,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,347,723
Value of net assets at end of year (total assets less liabilities)2020-12-31$111,344,994
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$99,997,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$48,045
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$71,275,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$64,890,918
Interest on participant loans2020-12-31$94,003
Interest earned on other investments2020-12-31$467,746
Value of interest in common/collective trusts at end of year2020-12-31$9,758,166
Value of interest in common/collective trusts at beginning of year2020-12-31$8,340,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$27,801,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$24,272,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,249,114
Net investment gain or loss from common/collective trusts2020-12-31$1,491,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,510,932
Employer contributions (assets) at end of year2020-12-31$800,000
Employer contributions (assets) at beginning of year2020-12-31$700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,828,926
Contract administrator fees2020-12-31$47,562
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD,LLP
Accountancy firm EIN2020-12-31440160260
2019 : KIRBY RISK CORPORATION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$20,872,240
Total of all expenses incurred2019-12-31$6,947,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,853,918
Expenses. Certain deemed distributions of participant loans2019-12-31$9,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,566,108
Value of total assets at end of year2019-12-31$99,997,271
Value of total assets at beginning of year2019-12-31$86,072,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$83,471
Total interest from all sources2019-12-31$570,843
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,834,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,834,304
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,878,612
Participant contributions at end of year2019-12-31$1,793,887
Participant contributions at beginning of year2019-12-31$1,752,836
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$264,570
Other income not declared elsewhere2019-12-31$49,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$13,925,175
Value of net assets at end of year (total assets less liabilities)2019-12-31$99,997,271
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$86,072,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$37,887
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$64,890,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,944,094
Interest on participant loans2019-12-31$96,449
Interest earned on other investments2019-12-31$474,394
Value of interest in common/collective trusts at end of year2019-12-31$8,340,335
Value of interest in common/collective trusts at beginning of year2019-12-31$7,020,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$24,272,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$27,154,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,753,610
Net investment gain or loss from common/collective trusts2019-12-31$2,097,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,422,926
Employer contributions (assets) at end of year2019-12-31$700,000
Employer contributions (assets) at beginning of year2019-12-31$1,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,853,918
Contract administrator fees2019-12-31$45,584
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD,LLP
Accountancy firm EIN2019-12-31440160260
2018 : KIRBY RISK CORPORATION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,762,033
Total of all expenses incurred2018-12-31$7,354,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,272,607
Expenses. Certain deemed distributions of participant loans2018-12-31$7,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,474,330
Value of total assets at end of year2018-12-31$86,072,096
Value of total assets at beginning of year2018-12-31$91,664,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$74,339
Total interest from all sources2018-12-31$533,201
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,655,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,655,615
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,507,613
Participant contributions at end of year2018-12-31$1,752,836
Participant contributions at beginning of year2018-12-31$1,806,544
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$317,935
Other income not declared elsewhere2018-12-31$45,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,592,534
Value of net assets at end of year (total assets less liabilities)2018-12-31$86,072,096
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$91,664,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$28,570
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$48,944,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$52,677,062
Interest on participant loans2018-12-31$88,078
Interest earned on other investments2018-12-31$445,123
Value of interest in common/collective trusts at end of year2018-12-31$7,020,685
Value of interest in common/collective trusts at beginning of year2018-12-31$7,639,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$27,154,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$28,741,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,653,801
Net investment gain or loss from common/collective trusts2018-12-31$-292,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,648,782
Employer contributions (assets) at end of year2018-12-31$1,200,000
Employer contributions (assets) at beginning of year2018-12-31$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,272,607
Contract administrator fees2018-12-31$45,769
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD,LLP
Accountancy firm EIN2018-12-31440160260
2017 : KIRBY RISK CORPORATION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$15,596,872
Total of all expenses incurred2017-12-31$6,221,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,108,549
Expenses. Certain deemed distributions of participant loans2017-12-31$48,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,899,457
Value of total assets at end of year2017-12-31$91,664,630
Value of total assets at beginning of year2017-12-31$82,288,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$64,572
Total interest from all sources2017-12-31$551,840
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,179,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,179,498
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,250,756
Participant contributions at end of year2017-12-31$1,806,544
Participant contributions at beginning of year2017-12-31$2,156,687
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$546,537
Other income not declared elsewhere2017-12-31$58,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,375,659
Value of net assets at end of year (total assets less liabilities)2017-12-31$91,664,630
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$82,288,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$22,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$52,677,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$43,118,305
Interest on participant loans2017-12-31$90,147
Interest earned on other investments2017-12-31$461,693
Value of interest in common/collective trusts at end of year2017-12-31$7,639,216
Value of interest in common/collective trusts at beginning of year2017-12-31$5,989,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$28,741,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$30,442,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,549,361
Net investment gain or loss from common/collective trusts2017-12-31$1,358,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,102,164
Employer contributions (assets) at end of year2017-12-31$800,000
Employer contributions (assets) at beginning of year2017-12-31$581,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,108,549
Contract administrator fees2017-12-31$41,935
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD,LLP
Accountancy firm EIN2017-12-31440160260
2016 : KIRBY RISK CORPORATION RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$9,058,827
Total of all expenses incurred2016-12-31$4,710,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,588,652
Expenses. Certain deemed distributions of participant loans2016-12-31$121,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,311,610
Value of total assets at end of year2016-12-31$82,288,971
Value of total assets at beginning of year2016-12-31$77,940,149
Total interest from all sources2016-12-31$590,760
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,857,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,857,841
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,150,164
Participant contributions at end of year2016-12-31$2,156,687
Participant contributions at beginning of year2016-12-31$2,104,637
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$314,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,348,822
Value of net assets at end of year (total assets less liabilities)2016-12-31$82,288,971
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$77,940,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$43,118,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$37,719,288
Interest on participant loans2016-12-31$93,275
Interest earned on other investments2016-12-31$497,485
Value of interest in common/collective trusts at end of year2016-12-31$5,989,344
Value of interest in common/collective trusts at beginning of year2016-12-31$5,706,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$30,442,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$31,309,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,705,470
Net investment gain or loss from common/collective trusts2016-12-31$593,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,846,644
Employer contributions (assets) at end of year2016-12-31$581,962
Employer contributions (assets) at beginning of year2016-12-31$1,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,588,652
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD,LLP
Accountancy firm EIN2016-12-31440160260
2015 : KIRBY RISK CORPORATION RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$5,403,088
Total of all expenses incurred2015-12-31$4,030,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,959,819
Expenses. Certain deemed distributions of participant loans2015-12-31$70,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,745,054
Value of total assets at end of year2015-12-31$77,940,149
Value of total assets at beginning of year2015-12-31$76,567,848
Total interest from all sources2015-12-31$570,386
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,207,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,207,271
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,095,413
Participant contributions at end of year2015-12-31$2,104,637
Participant contributions at beginning of year2015-12-31$2,077,959
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$325,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,372,301
Value of net assets at end of year (total assets less liabilities)2015-12-31$77,940,149
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$76,567,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$37,719,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$40,625,782
Interest on participant loans2015-12-31$93,654
Interest earned on other investments2015-12-31$476,732
Value of interest in common/collective trusts at end of year2015-12-31$5,706,793
Value of interest in common/collective trusts at beginning of year2015-12-31$5,837,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$31,309,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$26,926,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,154,100
Net investment gain or loss from common/collective trusts2015-12-31$34,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,323,759
Employer contributions (assets) at end of year2015-12-31$1,100,000
Employer contributions (assets) at beginning of year2015-12-31$1,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,959,819
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD,LLP
Accountancy firm EIN2015-12-31440160260
2014 : KIRBY RISK CORPORATION RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$8,269,865
Total of all expenses incurred2014-12-31$5,004,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,872,624
Expenses. Certain deemed distributions of participant loans2014-12-31$132,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,517,039
Value of total assets at end of year2014-12-31$76,567,848
Value of total assets at beginning of year2014-12-31$73,302,727
Total interest from all sources2014-12-31$547,654
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,738,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,738,723
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,030,286
Participant contributions at end of year2014-12-31$2,077,959
Participant contributions at beginning of year2014-12-31$2,130,293
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$172,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,265,121
Value of net assets at end of year (total assets less liabilities)2014-12-31$76,567,848
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$73,302,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$40,625,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$37,095,792
Interest on participant loans2014-12-31$93,809
Interest earned on other investments2014-12-31$453,845
Value of interest in common/collective trusts at end of year2014-12-31$5,837,139
Value of interest in common/collective trusts at beginning of year2014-12-31$4,994,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$26,926,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$27,882,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-226,516
Net investment gain or loss from common/collective trusts2014-12-31$692,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,314,468
Employer contributions (assets) at end of year2014-12-31$1,100,000
Employer contributions (assets) at beginning of year2014-12-31$1,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,872,624
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD,LLP
Accountancy firm EIN2014-12-31440160260
2013 : KIRBY RISK CORPORATION RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$13,181,851
Total of all expenses incurred2013-12-31$4,565,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,565,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,356,823
Value of total assets at end of year2013-12-31$73,302,727
Value of total assets at beginning of year2013-12-31$64,686,255
Total interest from all sources2013-12-31$678,835
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,963,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,963,716
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,891,903
Participant contributions at end of year2013-12-31$2,130,293
Participant contributions at beginning of year2013-12-31$2,001,877
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$135,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,616,472
Value of net assets at end of year (total assets less liabilities)2013-12-31$73,302,727
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$64,686,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$37,095,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$28,361,790
Interest on participant loans2013-12-31$93,986
Interest earned on other investments2013-12-31$584,849
Value of interest in common/collective trusts at end of year2013-12-31$4,994,163
Value of interest in common/collective trusts at beginning of year2013-12-31$3,901,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$27,882,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$29,120,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,968,497
Net investment gain or loss from common/collective trusts2013-12-31$1,213,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,329,244
Employer contributions (assets) at end of year2013-12-31$1,200,000
Employer contributions (assets) at beginning of year2013-12-31$1,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,565,379
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD,LLP
Accountancy firm EIN2013-12-31440160260
2012 : KIRBY RISK CORPORATION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$9,601,137
Total of all expenses incurred2012-12-31$1,852,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,852,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,230,687
Value of total assets at end of year2012-12-31$64,686,255
Value of total assets at beginning of year2012-12-31$56,937,439
Total interest from all sources2012-12-31$850,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,812,930
Participant contributions at end of year2012-12-31$2,001,877
Participant contributions at beginning of year2012-12-31$1,821,134
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$40,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,748,816
Value of net assets at end of year (total assets less liabilities)2012-12-31$64,686,255
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$56,937,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$28,361,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$23,970,697
Interest on participant loans2012-12-31$90,215
Interest earned on other investments2012-12-31$760,399
Value of interest in common/collective trusts at end of year2012-12-31$3,901,746
Value of interest in common/collective trusts at beginning of year2012-12-31$3,350,116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$29,120,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$26,595,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,991,334
Net investment gain or loss from common/collective trusts2012-12-31$528,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,377,338
Employer contributions (assets) at end of year2012-12-31$1,300,000
Employer contributions (assets) at beginning of year2012-12-31$1,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,852,321
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD,LLP
Accountancy firm EIN2012-12-31440160260
2011 : KIRBY RISK CORPORATION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$4,197,940
Total of all expenses incurred2011-12-31$1,094,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,094,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,845,915
Value of total assets at end of year2011-12-31$56,937,439
Value of total assets at beginning of year2011-12-31$53,834,235
Total interest from all sources2011-12-31$982,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,648,448
Participant contributions at end of year2011-12-31$1,821,134
Participant contributions at beginning of year2011-12-31$1,783,510
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,103,204
Value of net assets at end of year (total assets less liabilities)2011-12-31$56,937,439
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$53,834,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$23,970,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$24,578,873
Interest on participant loans2011-12-31$93,301
Interest earned on other investments2011-12-31$889,513
Value of interest in common/collective trusts at end of year2011-12-31$3,350,116
Value of interest in common/collective trusts at beginning of year2011-12-31$3,144,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$26,595,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$23,487,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-695,833
Net investment gain or loss from common/collective trusts2011-12-31$65,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,187,508
Employer contributions (assets) at end of year2011-12-31$1,200,000
Employer contributions (assets) at beginning of year2011-12-31$840,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,094,736
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD,LLP
Accountancy firm EIN2011-12-31440160260
2010 : KIRBY RISK CORPORATION RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$7,746,367
Total of all expenses incurred2010-12-31$2,564,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,564,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,326,026
Value of total assets at end of year2010-12-31$53,834,235
Value of total assets at beginning of year2010-12-31$48,652,718
Total interest from all sources2010-12-31$1,063,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,529,515
Participant contributions at end of year2010-12-31$1,783,510
Participant contributions at beginning of year2010-12-31$1,713,067
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$43,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,181,517
Value of net assets at end of year (total assets less liabilities)2010-12-31$53,834,235
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$48,652,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$24,578,873
Value of interest in pooled separate accounts at beginning of year2010-12-31$23,561,363
Interest on participant loans2010-12-31$104,409
Interest earned on other investments2010-12-31$959,081
Value of interest in common/collective trusts at end of year2010-12-31$3,144,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$23,487,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$23,178,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,942,456
Net investment gain or loss from common/collective trusts2010-12-31$414,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,753,095
Employer contributions (assets) at end of year2010-12-31$840,000
Employer contributions (assets) at beginning of year2010-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,564,850
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD,LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for KIRBY RISK CORPORATION RETIREMENT PLAN

2023: KIRBY RISK CORPORATION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: KIRBY RISK CORPORATION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KIRBY RISK CORPORATION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KIRBY RISK CORPORATION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KIRBY RISK CORPORATION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KIRBY RISK CORPORATION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KIRBY RISK CORPORATION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KIRBY RISK CORPORATION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KIRBY RISK CORPORATION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KIRBY RISK CORPORATION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KIRBY RISK CORPORATION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KIRBY RISK CORPORATION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KIRBY RISK CORPORATION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KIRBY RISK CORPORATION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number455428-01
Policy instance 1
Insurance contract or identification number455428-01
Number of Individuals Covered727
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number455428-01
Policy instance 1
Insurance contract or identification number455428-01
Number of Individuals Covered479
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number455428-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number455428-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number455428-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number455428-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number455428-01
Policy instance 1

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