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INSURANCE OFFICE OF AMERICA 401K PLAN 401k Plan overview

Plan NameINSURANCE OFFICE OF AMERICA 401K PLAN
Plan identification number 001

INSURANCE OFFICE OF AMERICA 401K 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INSURANCE OFFICE OF AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:INSURANCE OFFICE OF AMERICA, INC.
Employer identification number (EIN):592472656
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about INSURANCE OFFICE OF AMERICA, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1984-11-29
Company Identification Number: H31891
Legal Registered Office Address: 1201 HAYS STREET

TALLAHASSEE

32301

More information about INSURANCE OFFICE OF AMERICA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSURANCE OFFICE OF AMERICA 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BETH SCHICK
0012016-01-01BETH SCHICK
0012015-01-01LISA HAAS
0012014-01-01LISA HAAS LISA HAAS2015-10-15
0012014-01-01LISA HAAS LISA HAAS2015-11-20
0012013-01-01LISA HAAS
0012012-01-01LISA HAAS LISA HAAS2013-10-14
0012010-01-01JOHN RITENOUR
0012009-01-01JOHN RITENOUR

Plan Statistics for INSURANCE OFFICE OF AMERICA 401K PLAN

401k plan membership statisitcs for INSURANCE OFFICE OF AMERICA 401K PLAN

Measure Date Value
2022: INSURANCE OFFICE OF AMERICA 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,265
Total number of active participants reported on line 7a of the Form 55002022-01-011,093
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01218
Total of all active and inactive participants2022-01-011,311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-011,314
Number of participants with account balances2022-01-011,254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01149
2021: INSURANCE OFFICE OF AMERICA 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,164
Total number of active participants reported on line 7a of the Form 55002021-01-01975
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01197
Total of all active and inactive participants2021-01-011,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,173
Number of participants with account balances2021-01-011,109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01126
2020: INSURANCE OFFICE OF AMERICA 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,169
Total number of active participants reported on line 7a of the Form 55002020-01-01973
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01148
Total of all active and inactive participants2020-01-011,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,124
Number of participants with account balances2020-01-011,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01109
2019: INSURANCE OFFICE OF AMERICA 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,011
Total number of active participants reported on line 7a of the Form 55002019-01-01929
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01175
Total of all active and inactive participants2019-01-011,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,108
Number of participants with account balances2019-01-011,073
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01105
2018: INSURANCE OFFICE OF AMERICA 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,071
Total number of active participants reported on line 7a of the Form 55002018-01-01878
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01129
Total of all active and inactive participants2018-01-011,009
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,011
Number of participants with account balances2018-01-01968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01103
2017: INSURANCE OFFICE OF AMERICA 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,049
Total number of active participants reported on line 7a of the Form 55002017-01-01812
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01257
Total of all active and inactive participants2017-01-011,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,071
Number of participants with account balances2017-01-011,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01103
2016: INSURANCE OFFICE OF AMERICA 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01784
Total number of active participants reported on line 7a of the Form 55002016-01-01636
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01220
Total of all active and inactive participants2016-01-01856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01859
Number of participants with account balances2016-01-01811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0191
2015: INSURANCE OFFICE OF AMERICA 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01728
Total number of active participants reported on line 7a of the Form 55002015-01-01591
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01169
Total of all active and inactive participants2015-01-01760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01760
Number of participants with account balances2015-01-01695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01105
2014: INSURANCE OFFICE OF AMERICA 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01598
Total number of active participants reported on line 7a of the Form 55002014-01-01549
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01139
Total of all active and inactive participants2014-01-01688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01688
Number of participants with account balances2014-01-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0169
2013: INSURANCE OFFICE OF AMERICA 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01488
Total number of active participants reported on line 7a of the Form 55002013-01-01502
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01551
Number of participants with account balances2013-01-01551
2012: INSURANCE OFFICE OF AMERICA 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01478
Total number of active participants reported on line 7a of the Form 55002012-01-01362
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0197
Total of all active and inactive participants2012-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01462
Number of participants with account balances2012-01-01462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0130
2010: INSURANCE OFFICE OF AMERICA 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01436
Total number of active participants reported on line 7a of the Form 55002010-01-01348
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0169
Total of all active and inactive participants2010-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01419
Number of participants with account balances2010-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0132
2009: INSURANCE OFFICE OF AMERICA 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01434
Total number of active participants reported on line 7a of the Form 55002009-01-01373
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0148
Total of all active and inactive participants2009-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01423
Number of participants with account balances2009-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0128

Financial Data on INSURANCE OFFICE OF AMERICA 401K PLAN

Measure Date Value
2022 : INSURANCE OFFICE OF AMERICA 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-2,364,747
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,841,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,684,293
Expenses. Certain deemed distributions of participant loans2022-12-31$1,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,654,351
Value of total assets at end of year2022-12-31$55,403,887
Value of total assets at beginning of year2022-12-31$62,609,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$155,943
Total interest from all sources2022-12-31$43,647
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,051,289
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$1,051,289
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$5,982,570
Participant contributions at end of year2022-12-31$998,919
Participant contributions at beginning of year2022-12-31$860,899
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,264,290
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,206,026
Value of net assets at end of year (total assets less liabilities)2022-12-31$55,403,887
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$62,609,913
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$44,335,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$50,047,710
Value of interest in pooled separate accounts at end of year2022-12-31$4,944,636
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,600,870
Interest on participant loans2022-12-31$43,647
Value of interest in common/collective trusts at end of year2022-12-31$5,124,725
Value of interest in common/collective trusts at beginning of year2022-12-31$4,100,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,874,565
Net investment gain/loss from pooled separate accounts2022-12-31$-2,239,471
Net investment gain or loss from common/collective trusts2022-12-31$2
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,407,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,682,690
Contract administrator fees2022-12-31$155,943
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 name2022-12-31CARR, RIGGS, AND INGRAM LLC
Accountancy firm EIN2022-12-31721396621
2021 : INSURANCE OFFICE OF AMERICA 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$15,908,780
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,457,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,318,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,536,374
Value of total assets at end of year2021-12-31$62,609,913
Value of total assets at beginning of year2021-12-31$52,158,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$138,705
Total interest from all sources2021-12-31$48,125
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$847,137
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$847,137
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,971,689
Participant contributions at end of year2021-12-31$860,899
Participant contributions at beginning of year2021-12-31$1,040,569
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,394,506
Other income not declared elsewhere2021-12-31$87,132
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$10,451,599
Value of net assets at end of year (total assets less liabilities)2021-12-31$62,609,913
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$52,158,314
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$50,047,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$46,260,008
Value of interest in pooled separate accounts at end of year2021-12-31$7,600,870
Value of interest in pooled separate accounts at beginning of year2021-12-31$931,620
Interest on participant loans2021-12-31$48,125
Value of interest in common/collective trusts at end of year2021-12-31$4,100,434
Value of interest in common/collective trusts at beginning of year2021-12-31$3,926,117
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$282,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,937,118
Net investment gain/loss from pooled separate accounts2021-12-31$452,894
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$1,170,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,035,566
Contract administrator fees2021-12-31$138,705
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 name2021-12-31CARR, RIGGS, AND INGRAM LLC
Accountancy firm EIN2021-12-31721396621
2020 : INSURANCE OFFICE OF AMERICA 401K PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$191,989
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$13,240,787
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,437,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,314,930
Expenses. Certain deemed distributions of participant loans2020-12-31$14,320
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,580,950
Value of total assets at end of year2020-12-31$52,158,314
Value of total assets at beginning of year2020-12-31$42,546,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$108,117
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$7,638
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,331,116
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$1,331,116
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$4,357,922
Participant contributions at end of year2020-12-31$1,040,569
Participant contributions at beginning of year2020-12-31$1,040,820
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$139,296
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$985,387
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$2,291
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$8,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$191,989
Other income not declared elsewhere2020-12-31$-278,287
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$9,735
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$9,803,420
Value of net assets at end of year (total assets less liabilities)2020-12-31$52,158,314
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$42,354,894
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$46,260,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$38,425,317
Value of interest in pooled separate accounts at end of year2020-12-31$931,620
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$7,638
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$3,926,117
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,889,341
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,311,459
Net investment gain/loss from pooled separate accounts2020-12-31$44,924
Net investment gain or loss from common/collective trusts2020-12-31$242,987
Net gain/loss from 103.12 investment entities2020-12-31$0
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$1,237,641
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$34,307
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,312,639
Contract administrator fees2020-12-31$108,117
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARR RIGGS AND INGRAM, LLC
Accountancy firm EIN2020-12-31721396621
2019 : INSURANCE OFFICE OF AMERICA 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$191,989
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$191,989
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$13,044,893
Total income from all sources (including contributions)2019-12-31$13,044,893
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,712,258
Total of all expenses incurred2019-12-31$3,712,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,603,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,603,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,852,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,852,331
Value of total assets at end of year2019-12-31$42,546,883
Value of total assets at end of year2019-12-31$42,546,883
Value of total assets at beginning of year2019-12-31$33,022,259
Value of total assets at beginning of year2019-12-31$33,022,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$108,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$108,330
Total interest from all sources2019-12-31$105,546
Total interest from all sources2019-12-31$105,546
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$736,401
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$736,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$736,401
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$736,401
Administrative expenses professional fees incurred2019-12-31$108,330
Administrative expenses professional fees incurred2019-12-31$108,330
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,888,916
Contributions received from participants2019-12-31$3,888,916
Participant contributions at end of year2019-12-31$1,040,820
Participant contributions at end of year2019-12-31$1,040,820
Participant contributions at beginning of year2019-12-31$811,962
Participant contributions at beginning of year2019-12-31$811,962
Participant contributions at end of year2019-12-31$139,296
Participant contributions at end of year2019-12-31$139,296
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,023,973
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,023,973
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$8,067
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$8,067
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$8,024
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$8,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$191,989
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$191,989
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$4,400
Other income not declared elsewhere2019-12-31$4,400
Total non interest bearing cash at end of year2019-12-31$9,735
Total non interest bearing cash at end of year2019-12-31$9,735
Total non interest bearing cash at beginning of year2019-12-31$4,105
Total non interest bearing cash at beginning of year2019-12-31$4,105
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
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$9,332,635
Value of net income/loss2019-12-31$9,332,635
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,354,894
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,354,894
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,022,259
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,022,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$38,425,317
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$38,425,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,324,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,324,055
Interest on participant loans2019-12-31$47,149
Interest on participant loans2019-12-31$47,149
Interest earned on other investments2019-12-31$58,397
Interest earned on other investments2019-12-31$58,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,889,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,889,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,874,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,874,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,346,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,346,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$939,442
Contributions received in cash from employer2019-12-31$939,442
Employer contributions (assets) at end of year2019-12-31$34,307
Employer contributions (assets) at end of year2019-12-31$34,307
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,603,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,603,928
Did the plan have assets held for investment2019-12-31Yes
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
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
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)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CARR RIGGS & INGRAM LLC
Accountancy firm name2019-12-31CARR RIGGS & INGRAM LLC
Accountancy firm EIN2019-12-31721396621
Accountancy firm EIN2019-12-31721396621
2018 : INSURANCE OFFICE OF AMERICA 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$2,949,316
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,892,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,788,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,582,426
Value of total assets at end of year2018-12-31$33,022,259
Value of total assets at beginning of year2018-12-31$34,964,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$103,133
Total interest from all sources2018-12-31$95,104
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$617,719
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$617,719
Administrative expenses professional fees incurred2018-12-31$103,133
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,471,245
Participant contributions at end of year2018-12-31$811,962
Participant contributions at beginning of year2018-12-31$1,048,525
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$104,094
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$353,833
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$8,024
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$79
Total non interest bearing cash at end of year2018-12-31$4,105
Total non interest bearing cash at beginning of year2018-12-31$1,111,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,942,695
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,022,259
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,964,954
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$29,324,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,783,271
Interest on participant loans2018-12-31$50,611
Interest earned on other investments2018-12-31$44,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,874,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,887,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,346,012
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$757,348
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$30,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,788,878
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CARR RIGGS & INGRAM LLC
Accountancy firm EIN2018-12-31721396621
2017 : INSURANCE OFFICE OF AMERICA 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$2,105,628
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$9,223,299
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,907,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,816,887
Value of total corrective distributions2017-12-31$539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,269,359
Value of total assets at end of year2017-12-31$34,964,954
Value of total assets at beginning of year2017-12-31$26,543,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$90,112
Total interest from all sources2017-12-31$87,193
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,033,301
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$1,033,301
Administrative expenses professional fees incurred2017-12-31$3,418
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,979,716
Participant contributions at end of year2017-12-31$1,048,525
Participant contributions at beginning of year2017-12-31$818,229
Participant contributions at end of year2017-12-31$104,094
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$530,428
Total non interest bearing cash at end of year2017-12-31$1,111,236
Total non interest bearing cash at beginning of year2017-12-31$115,078
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$6,315,761
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,964,954
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,543,565
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,783,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,376,189
Interest on participant loans2017-12-31$41,923
Interest earned on other investments2017-12-31$45,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,887,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,234,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,833,446
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$759,215
Employer contributions (assets) at end of year2017-12-31$30,761
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,816,887
Contract administrator fees2017-12-31$86,694
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CARR RIGGS & INGRAM LLC
Accountancy firm EIN2017-12-31721396621
2016 : INSURANCE OFFICE OF AMERICA 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$5,079,018
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,582,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,515,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,446,794
Value of total assets at end of year2016-12-31$26,543,565
Value of total assets at beginning of year2016-12-31$24,046,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$66,610
Total interest from all sources2016-12-31$88,323
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$610,076
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$610,076
Administrative expenses professional fees incurred2016-12-31$11,351
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,350,886
Participant contributions at end of year2016-12-31$818,229
Participant contributions at beginning of year2016-12-31$803,032
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$508,224
Other income not declared elsewhere2016-12-31$14,498
Total non interest bearing cash at end of year2016-12-31$115,078
Total non interest bearing cash at beginning of year2016-12-31$3,944
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$2,496,579
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,543,565
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,046,986
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
Investment advisory and management fees2016-12-31$55,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,376,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,242,254
Interest on participant loans2016-12-31$31,961
Interest earned on other investments2016-12-31$56,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,234,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,997,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$919,327
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$587,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,515,829
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : INSURANCE OFFICE OF AMERICA 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$535,290
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$5,922,760
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,601,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,541,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,036,970
Value of total assets at end of year2015-12-31$24,046,986
Value of total assets at beginning of year2015-12-31$20,260,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$59,692
Total interest from all sources2015-12-31$74,019
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$938,458
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$938,458
Administrative expenses professional fees incurred2015-12-31$10,168
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,156,100
Participant contributions at end of year2015-12-31$803,032
Participant contributions at beginning of year2015-12-31$640,373
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,424,326
Other income not declared elsewhere2015-12-31$7,469
Total non interest bearing cash at end of year2015-12-31$3,944
Total non interest bearing cash at beginning of year2015-12-31$147,091
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$4,321,608
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,046,986
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,260,668
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
Investment advisory and management fees2015-12-31$49,524
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,242,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,347,133
Interest on participant loans2015-12-31$29,678
Interest earned on other investments2015-12-31$44,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,997,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,126,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,134,156
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$456,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,541,460
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : INSURANCE OFFICE OF AMERICA 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,159,639
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,674,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,627,614
Value of total corrective distributions2014-12-31$7,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,980,395
Value of total assets at end of year2014-12-31$20,260,668
Value of total assets at beginning of year2014-12-31$17,775,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$39,681
Total interest from all sources2014-12-31$66,447
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$794,064
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$794,064
Administrative expenses professional fees incurred2014-12-31$7,637
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,825,173
Participant contributions at end of year2014-12-31$640,373
Participant contributions at beginning of year2014-12-31$378,616
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$662,954
Other income not declared elsewhere2014-12-31$55,311
Total non interest bearing cash at end of year2014-12-31$147,091
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,485,061
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,260,668
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,775,607
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
Investment advisory and management fees2014-12-31$32,044
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,347,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$13,865,680
Interest on participant loans2014-12-31$20,714
Interest earned on other investments2014-12-31$45,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,126,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,531,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$263,422
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$492,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,627,614
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : INSURANCE OFFICE OF AMERICA 401K PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$623,262
Total income from all sources (including contributions)2013-12-31$4,847,275
Total of all expenses incurred2013-12-31$974,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$931,552
Expenses. Certain deemed distributions of participant loans2013-12-31$37,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,240,796
Value of total assets at end of year2013-12-31$17,775,607
Value of total assets at beginning of year2013-12-31$13,279,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,950
Total interest from all sources2013-12-31$13,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,342,362
Participant contributions at end of year2013-12-31$378,616
Participant contributions at beginning of year2013-12-31$304,341
Participant contributions at beginning of year2013-12-31$4,835
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$588,507
Other income not declared elsewhere2013-12-31$48,381
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$3,873,099
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,775,607
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,279,246
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 pooled separate accounts at end of year2013-12-31$13,865,680
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,731,463
Interest on participant loans2013-12-31$13,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,531,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,237,607
Net investment gain/loss from pooled separate accounts2013-12-31$2,544,099
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$309,927
Employer contributions (assets) at beginning of year2013-12-31$1,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$931,552
Contract administrator fees2013-12-31$4,950
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2013-12-31410746749
2012 : INSURANCE OFFICE OF AMERICA 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,033,210
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,171,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,161,001
Expenses. Certain deemed distributions of participant loans2012-12-31$6,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,751,931
Value of total assets at end of year2012-12-31$13,279,246
Value of total assets at beginning of year2012-12-31$11,417,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,700
Total interest from all sources2012-12-31$13,387
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,150,540
Participant contributions at end of year2012-12-31$304,341
Participant contributions at beginning of year2012-12-31$309,393
Participant contributions at end of year2012-12-31$4,835
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$271,870
Other income not declared elsewhere2012-12-31$51,075
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$1,861,277
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,279,246
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,417,969
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 pooled separate accounts at end of year2012-12-31$9,731,463
Value of interest in pooled separate accounts at beginning of year2012-12-31$8,230,159
Interest on participant loans2012-12-31$13,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,237,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,878,417
Net investment gain/loss from pooled separate accounts2012-12-31$1,216,817
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$329,521
Employer contributions (assets) at end of year2012-12-31$1,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,161,001
Contract administrator fees2012-12-31$4,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2010 : INSURANCE OFFICE OF AMERICA 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,517,017
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$441,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$429,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,347,522
Value of total assets at end of year2010-12-31$10,843,032
Value of total assets at beginning of year2010-12-31$8,767,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,744
Total interest from all sources2010-12-31$15,265
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$980,949
Participant contributions at end of year2010-12-31$320,688
Participant contributions at beginning of year2010-12-31$265,442
Participant contributions at beginning of year2010-12-31$2,679
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$72,100
Other income not declared elsewhere2010-12-31$65,291
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$2,075,730
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,843,032
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,767,302
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 pooled separate accounts at end of year2010-12-31$7,986,048
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,187,219
Interest on participant loans2010-12-31$15,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,536,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,310,623
Net investment gain/loss from pooled separate accounts2010-12-31$1,088,939
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$294,473
Employer contributions (assets) at beginning of year2010-12-31$1,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$429,543
Contract administrator fees2010-12-31$11,744
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31LARSEN ALLEN
Accountancy firm EIN2010-12-31410746749
2009 : INSURANCE OFFICE OF AMERICA 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for INSURANCE OFFICE OF AMERICA 401K PLAN

2022: INSURANCE OFFICE OF AMERICA 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: INSURANCE OFFICE OF AMERICA 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: INSURANCE OFFICE OF AMERICA 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: INSURANCE OFFICE OF AMERICA 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: INSURANCE OFFICE OF AMERICA 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: INSURANCE OFFICE OF AMERICA 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INSURANCE OFFICE OF AMERICA 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INSURANCE OFFICE OF AMERICA 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INSURANCE OFFICE OF AMERICA 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: INSURANCE OFFICE OF AMERICA 401K 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: INSURANCE OFFICE OF AMERICA 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2010: INSURANCE OFFICE OF AMERICA 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: INSURANCE OFFICE OF AMERICA 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number469649
Policy instance 1
Insurance contract or identification number469649
Number of Individuals Covered1314
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number469649
Policy instance 1
Insurance contract or identification number469649
Number of Individuals Covered1173
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00103
Policy instance 2
Insurance contract or identification numberK00103
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-02-03
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number469649
Policy instance 1
Insurance contract or identification number469649
Number of Individuals Covered1124
Insurance policy start date2020-02-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00103
Policy instance 1
Insurance contract or identification numberK00103
Number of Individuals Covered96
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00103
Policy instance 1
Insurance contract or identification numberK00103
Number of Individuals Covered968
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00103
Policy instance 1
Insurance contract or identification numberK00103
Number of Individuals Covered1018
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00103
Policy instance 1
Insurance contract or identification numberK00103
Number of Individuals Covered695
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00103
Policy instance 1
Insurance contract or identification numberK00103
Number of Individuals Covered645
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991104-000
Policy instance 1
Insurance contract or identification number991104-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991104-000
Policy instance 1
Insurance contract or identification number991104-000
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991104-000
Policy instance 1
Insurance contract or identification number991104-000
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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