401k Plan data: SHEA & POOR INSURANCE, INC. 401(K) PLAN plan

SHEA & POOR INSURANCE, INC. 401(K) PLAN 401k Plan overview

Plan Name	SHEA & POOR INSURANCE, INC. 401(K) PLAN
Plan identification number	003

SHEA & POOR INSURANCE, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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

SHEA & POOR INSURANCE , INC. has sponsored the creation of one or more 401k plans.

Company Name: SHEA & POOR INSURANCE , INC.

Employer identification number (EIN): 582677332

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEA & POOR INSURANCE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01 STEVEN ABARE 2019-05-15
003 2017-01-01 STEVEN ABARE 2018-10-15
003 2016-01-01 TRACEY PORCARO 2017-10-05 TRACEY PORCARO 2017-10-05
003 2015-01-01 TRACEY PORCARO 2016-06-03 TRACEY PORCARO 2016-06-03
003 2014-01-01 TRACEY PORCARO 2015-04-27 TRACEY PORCARO 2015-04-27
003 2013-01-01 TRACEY PORCARO 2014-04-24 TRACEY PORCARO 2014-04-24
003 2012-01-01 TRACEY PORCARO 2013-06-11 TRACEY PORCARO 2013-06-11
003 2011-01-01 TRACEY PORCARO 2012-06-19 TRACEY PORCARO 2012-06-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2018-01-01	STEVEN ABARE	2019-05-15
003	2017-01-01	STEVEN ABARE	2018-10-15
003	2016-01-01	TRACEY PORCARO	2017-10-05	TRACEY PORCARO	2017-10-05
003	2015-01-01	TRACEY PORCARO	2016-06-03	TRACEY PORCARO	2016-06-03
003	2014-01-01	TRACEY PORCARO	2015-04-27	TRACEY PORCARO	2015-04-27
003	2013-01-01	TRACEY PORCARO	2014-04-24	TRACEY PORCARO	2014-04-24
003	2012-01-01	TRACEY PORCARO	2013-06-11	TRACEY PORCARO	2013-06-11
003	2011-01-01	TRACEY PORCARO	2012-06-19	TRACEY PORCARO	2012-06-19

Financial Data on SHEA & POOR INSURANCE, INC. 401(K) PLAN

Measure	Date	Value
2010 : SHEA & POOR INSURANCE, INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$37,479
Expenses. Total of all expenses incurred	2010-12-31	$46,336
Benefits paid (including direct rollovers)	2010-12-31	$46,336
Total plan assets at end of year	2010-12-31	$173,584
Total plan assets at beginning of year	2010-12-31	$182,441
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$12,412
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$20,701
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-8,857
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$173,584
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$182,441
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$4,366
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

55453

Policy instance

Insurance contract or identification number	55453
Number of Individuals Covered	4
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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

Potentially related plans

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Company Name:	SHEA & POOR INSURANCE , INC.
Employer identification number (EIN):	582677332
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages