401k Plan data: INSERV 401(K) PLAN plan

INSERV 401(K) PLAN 401k Plan overview

Plan Name	INSERV 401(K) PLAN
Plan identification number	001

INSERV 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INTEGRATED SERVICES COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name: INTEGRATED SERVICES COMPANY, LLC

Employer identification number (EIN): 465212780

NAIC Classification: 333900

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DONNA MATLOCK
001 2016-01-01 DONNA MATLOCK
001 2015-01-01 DONNA MATLOCK
001 2014-07-01 GARY ROUSE 2015-10-14

Plan Statistics for INSERV 401(K) PLAN

401k plan membership statisitcs for INSERV 401(K) PLAN

Measure Date Value
2022: INSERV 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 840
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,470
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 64
Total of all active and inactive participants 2022-01-01 1,538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,538
Number of participants with account balances 2022-01-01 228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: INSERV 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 720
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,479
Number of retired or separated participants receiving benefits 2021-01-01 8
Number of other retired or separated participants entitled to future benefits 2021-01-01 72
Total of all active and inactive participants 2021-01-01 1,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,559
Number of participants with account balances 2021-01-01 242
2020: INSERV 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 412
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 781
Number of retired or separated participants receiving benefits 2020-01-01 56
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 837
Number of participants with account balances 2020-01-01 263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: INSERV 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 664
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 141
Number of retired or separated participants receiving benefits 2019-01-01 19
Number of other retired or separated participants entitled to future benefits 2019-01-01 208
Total of all active and inactive participants 2019-01-01 368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 368
Number of participants with account balances 2019-01-01 231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: INSERV 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 619
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 531
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 48
Total of all active and inactive participants 2018-01-01 579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 579
Number of participants with account balances 2018-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: INSERV 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 966
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,948
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 10
Total of all active and inactive participants 2017-01-01 1,958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,958
Number of participants with account balances 2017-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: INSERV 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 334
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 885
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 10
Total of all active and inactive participants 2016-01-01 895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 895
Number of participants with account balances 2016-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: INSERV 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 293
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 301
Number of participants with account balances 2015-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: INSERV 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	840
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,470
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	64
Total of all active and inactive participants	2022-01-01	1,538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,538
Number of participants with account balances	2022-01-01	228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: INSERV 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	720
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,479
Number of retired or separated participants receiving benefits	2021-01-01	8
Number of other retired or separated participants entitled to future benefits	2021-01-01	72
Total of all active and inactive participants	2021-01-01	1,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,559
Number of participants with account balances	2021-01-01	242
2020: INSERV 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	412
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	781
Number of retired or separated participants receiving benefits	2020-01-01	56
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	837
Number of participants with account balances	2020-01-01	263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: INSERV 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	664
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	141
Number of retired or separated participants receiving benefits	2019-01-01	19
Number of other retired or separated participants entitled to future benefits	2019-01-01	208
Total of all active and inactive participants	2019-01-01	368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	368
Number of participants with account balances	2019-01-01	231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: INSERV 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	619
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	531
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	48
Total of all active and inactive participants	2018-01-01	579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	579
Number of participants with account balances	2018-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: INSERV 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	966
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,948
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	10
Total of all active and inactive participants	2017-01-01	1,958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,958
Number of participants with account balances	2017-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: INSERV 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	334
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	885
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	10
Total of all active and inactive participants	2016-01-01	895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	895
Number of participants with account balances	2016-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: INSERV 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	293
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	301
Number of participants with account balances	2015-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on INSERV 401(K) PLAN

Measure	Date	Value
2022 : INSERV 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,163,473
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,431,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,358,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,938,667
Value of total assets at end of year	2022-12-31	$19,352,942
Value of total assets at beginning of year	2022-12-31	$22,948,143
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$73,489
Total interest from all sources	2022-12-31	$14,286
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,108,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,108,322
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,383,269
Participant contributions at end of year	2022-12-31	$382,804
Participant contributions at beginning of year	2022-12-31	$377,165
Participant contributions at end of year	2022-12-31	$23,800
Participant contributions at beginning of year	2022-12-31	$24,635
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$55,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,595,201
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$19,352,942
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$22,948,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$18,195,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$21,938,836
Value of interest in pooled separate accounts at end of year	2022-12-31	$743,893
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$601,400
Interest on participant loans	2022-12-31	$14,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,224,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$499,558
Employer contributions (assets) at end of year	2022-12-31	$6,687
Employer contributions (assets) at beginning of year	2022-12-31	$6,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,358,239
Contract administrator fees	2022-12-31	$73,489
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORVIS, LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : INSERV 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,484,812
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,332,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,264,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,315,590
Value of total assets at end of year	2021-12-31	$22,948,143
Value of total assets at beginning of year	2021-12-31	$18,795,934
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$67,792
Total interest from all sources	2021-12-31	$14,676
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,365,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,365,281
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,294,106
Participant contributions at end of year	2021-12-31	$377,165
Participant contributions at beginning of year	2021-12-31	$414,868
Participant contributions at end of year	2021-12-31	$24,635
Participant contributions at beginning of year	2021-12-31	$23,449
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,485,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,152,209
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$22,948,143
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$18,795,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$21,938,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$17,802,040
Value of interest in pooled separate accounts at end of year	2021-12-31	$601,400
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$549,019
Income. Interest from loans (other than to participants)	2021-12-31	$14,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,789,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$535,641
Employer contributions (assets) at end of year	2021-12-31	$6,107
Employer contributions (assets) at beginning of year	2021-12-31	$6,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,264,811
Contract administrator fees	2021-12-31	$67,792
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : INSERV 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,673,434
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,941,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,879,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,679,973
Value of total assets at end of year	2020-12-31	$18,795,934
Value of total assets at beginning of year	2020-12-31	$18,063,834
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$62,116
Total interest from all sources	2020-12-31	$18,033
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$823,541
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$823,541
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,803,817
Participant contributions at end of year	2020-12-31	$414,868
Participant contributions at beginning of year	2020-12-31	$495,786
Participant contributions at end of year	2020-12-31	$23,449
Participant contributions at beginning of year	2020-12-31	$34,219
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$243,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$732,100
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$18,795,934
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$18,063,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$17,802,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,067,550
Value of interest in pooled separate accounts at end of year	2020-12-31	$549,019
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$457,432
Interest on participant loans	2020-12-31	$18,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,151,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$632,219
Employer contributions (assets) at end of year	2020-12-31	$6,558
Employer contributions (assets) at beginning of year	2020-12-31	$8,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,879,218
Contract administrator fees	2020-12-31	$62,116
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BKD LLP
Accountancy firm EIN	2020-12-31	440160260
2019 : INSERV 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$5,357,157
Total income from all sources (including contributions)	2019-12-31	$5,357,157
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,002,914
Total of all expenses incurred	2019-12-31	$1,002,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$933,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$933,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,132,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,132,278
Value of total assets at end of year	2019-12-31	$18,063,834
Value of total assets at end of year	2019-12-31	$18,063,834
Value of total assets at beginning of year	2019-12-31	$13,709,591
Value of total assets at beginning of year	2019-12-31	$13,709,591
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$69,489
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$69,489
Total interest from all sources	2019-12-31	$18,847
Total interest from all sources	2019-12-31	$18,847
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$812,624
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$812,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$812,624
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$812,624
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,445,627
Contributions received from participants	2019-12-31	$1,445,627
Participant contributions at end of year	2019-12-31	$495,786
Participant contributions at end of year	2019-12-31	$495,786
Participant contributions at beginning of year	2019-12-31	$428,360
Participant contributions at beginning of year	2019-12-31	$428,360
Participant contributions at end of year	2019-12-31	$34,219
Participant contributions at end of year	2019-12-31	$34,219
Participant contributions at beginning of year	2019-12-31	$29,832
Participant contributions at beginning of year	2019-12-31	$29,832
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$94,086
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$94,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,354,243
Value of net income/loss	2019-12-31	$4,354,243
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$18,063,834
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$18,063,834
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,709,591
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,709,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,067,550
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,067,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,873,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,873,640
Value of interest in pooled separate accounts at end of year	2019-12-31	$457,432
Value of interest in pooled separate accounts at end of year	2019-12-31	$457,432
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$368,856
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$368,856
Income. Interest from loans (other than to participants)	2019-12-31	$18,847
Income. Interest from loans (other than to participants)	2019-12-31	$18,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,393,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,393,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$592,565
Contributions received in cash from employer	2019-12-31	$592,565
Employer contributions (assets) at end of year	2019-12-31	$8,847
Employer contributions (assets) at end of year	2019-12-31	$8,847
Employer contributions (assets) at beginning of year	2019-12-31	$8,903
Employer contributions (assets) at beginning of year	2019-12-31	$8,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$933,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$933,425
Contract administrator fees	2019-12-31	$69,489
Contract administrator fees	2019-12-31	$69,489
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BKD LLP
Accountancy firm name	2019-12-31	BKD LLP
Accountancy firm EIN	2019-12-31	440160260
Accountancy firm EIN	2019-12-31	440160260
2018 : INSERV 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,624,358
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$850,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$782,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,478,220
Value of total assets at end of year	2018-12-31	$13,709,591
Value of total assets at beginning of year	2018-12-31	$12,935,839
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$67,857
Total interest from all sources	2018-12-31	$17,590
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$986,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$986,545
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,435,191
Participant contributions at end of year	2018-12-31	$29,832
Participant contributions at beginning of year	2018-12-31	$33,244
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$459,262
Assets. Loans (other than to participants) at end of year	2018-12-31	$428,360
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$484,141
Other income not declared elsewhere	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$773,752
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,709,591
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,935,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$12,873,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$12,123,508
Value of interest in pooled separate accounts at end of year	2018-12-31	$368,856
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$285,500
Income. Interest from loans (other than to participants)	2018-12-31	$17,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,857,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$583,767
Employer contributions (assets) at end of year	2018-12-31	$8,903
Employer contributions (assets) at beginning of year	2018-12-31	$9,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$782,749
Contract administrator fees	2018-12-31	$67,857
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BKD LLP
Accountancy firm EIN	2018-12-31	440160260
2017 : INSERV 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$441,225
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,819,608
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$439,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$385,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,907,992
Value of total assets at end of year	2017-12-31	$12,935,839
Value of total assets at beginning of year	2017-12-31	$9,114,420
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$53,689
Total interest from all sources	2017-12-31	$14,007
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$693,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$693,702
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,228,199
Participant contributions at end of year	2017-12-31	$33,244
Participant contributions at beginning of year	2017-12-31	$27,000
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$178,984
Assets. Loans (other than to participants) at end of year	2017-12-31	$484,141
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$383,340
Other income not declared elsewhere	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,380,194
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,935,839
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,114,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$12,123,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,325,809
Value of interest in pooled separate accounts at end of year	2017-12-31	$285,500
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$370,493
Income. Interest from loans (other than to participants)	2017-12-31	$14,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,203,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$500,809
Employer contributions (assets) at end of year	2017-12-31	$9,446
Employer contributions (assets) at beginning of year	2017-12-31	$7,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$385,725
Contract administrator fees	2017-12-31	$53,689
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BKD LLP
Accountancy firm EIN	2017-12-31	440160260
2016 : INSERV 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,056,021
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$420,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$382,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,491,053
Value of total assets at end of year	2016-12-31	$9,114,420
Value of total assets at beginning of year	2016-12-31	$6,478,867
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$38,079
Total interest from all sources	2016-12-31	$11,010
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,029,581
Participant contributions at end of year	2016-12-31	$27,000
Participant contributions at beginning of year	2016-12-31	$17,659
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,058,306
Assets. Loans (other than to participants) at end of year	2016-12-31	$383,340
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$282,079
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,635,553
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,114,420
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,478,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,325,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,877,133
Value of interest in pooled separate accounts at end of year	2016-12-31	$370,493
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$290,244
Income. Interest from loans (other than to participants)	2016-12-31	$11,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$553,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$403,166
Employer contributions (assets) at end of year	2016-12-31	$7,778
Employer contributions (assets) at beginning of year	2016-12-31	$11,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$382,389
Contract administrator fees	2016-12-31	$38,079
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BKD LLP
Accountancy firm EIN	2016-12-31	440160260
2015 : INSERV 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,508,850
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$502,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$473,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,453,608
Value of total assets at end of year	2015-12-31	$6,478,867
Value of total assets at beginning of year	2015-12-31	$5,472,783
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$28,797
Total interest from all sources	2015-12-31	$10,498
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$294
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$760,568
Participant contributions at end of year	2015-12-31	$17,659
Participant contributions at beginning of year	2015-12-31	$10,023
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$401,578
Assets. Loans (other than to participants) at end of year	2015-12-31	$282,079
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$346,448
Administrative expenses (other) incurred	2015-12-31	$25,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,006,084
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,478,867
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,472,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,877,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,042,511
Value of interest in pooled separate accounts at end of year	2015-12-31	$290,244
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$68,489
Interest on participant loans	2015-12-31	$10,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$44,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$291,462
Employer contributions (assets) at end of year	2015-12-31	$11,752
Employer contributions (assets) at beginning of year	2015-12-31	$5,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$473,969
Contract administrator fees	2015-12-31	$2,760
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BKD LLP
Accountancy firm EIN	2015-12-31	440160260

Form 5500 Responses for INSERV 401(K) PLAN

2022: INSERV 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INSERV 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: INSERV 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: INSERV 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: INSERV 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INSERV 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: INSERV 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: INSERV 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512295-000

Policy instance

Insurance contract or identification number	512295-000
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $9,725
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	9725
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512295-000

Policy instance

Insurance contract or identification number	512295-000
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,782
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	10782
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512295-000

Policy instance

Insurance contract or identification number	512295-000
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $306
Total amount of fees paid to insurance company	USD $8,560
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	8560
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $306

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512295-000

Policy instance

Insurance contract or identification number	512295-000
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,064
Total amount of fees paid to insurance company	USD $7,847
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	7847
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $970

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512295-000

Policy instance

Insurance contract or identification number	512295-000
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $895
Total amount of fees paid to insurance company	USD $6,787
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $895
Insurance broker organization code?	3
Amount paid for insurance broker fees	6787
Additional information about fees paid to insurance broker	TPA FEES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512295-000

Policy instance

Insurance contract or identification number	512295-000
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $650
Total amount of fees paid to insurance company	USD $5,282
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $650
Insurance broker organization code?	3
Amount paid for insurance broker fees	5282
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	WJPR CPAS

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512295-000

Policy instance

Insurance contract or identification number	512295-000
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $294
Total amount of fees paid to insurance company	USD $2,760
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $294
Insurance broker organization code?	3
Amount paid for insurance broker fees	2760
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	WJPR CPAS

Potentially related plans

INSERV 401(K) PROFIT SHARING PLAN [EIN = 561794392]

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Company Name:	INTEGRATED SERVICES COMPANY, LLC
Employer identification number (EIN):	465212780
NAIC Classification:	333900