401k Plan data: INSURANCE OFFICE OF AMERICA, INC. HEALTH INSURANCE PLAN plan

INSURANCE OFFICE OF AMERICA, INC. HEALTH INSURANCE PLAN 401k Plan overview

Plan Name	INSURANCE OFFICE OF AMERICA, INC. HEALTH INSURANCE PLAN
Plan identification number	501

INSURANCE OFFICE OF AMERICA, INC. HEALTH INSURANCE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover Death benefits (include travel accident but not life insurance) Other welfare benefit cover

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, INC. HEALTH INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2013-01-01 LISA HAAS
501 2012-01-01 LISA HAAS
501 2011-01-01 LISA HAAS
501 2010-01-01 JOHN RITENOUR JOHN RITENOUR 2011-07-28
501 2009-01-01 HEATH RITENOUR, CEO

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2013-01-01	LISA HAAS
501	2012-01-01	LISA HAAS
501	2011-01-01	LISA HAAS
501	2010-01-01	JOHN RITENOUR	JOHN RITENOUR	2011-07-28
501	2009-01-01	HEATH RITENOUR, CEO

Plan Statistics for INSURANCE OFFICE OF AMERICA, INC. HEALTH INSURANCE PLAN

401k plan membership statisitcs for INSURANCE OFFICE OF AMERICA, INC. HEALTH INSURANCE PLAN

Measure Date Value
2013: INSURANCE OFFICE OF AMERICA, INC. HEALTH INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 617
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
2012: INSURANCE OFFICE OF AMERICA, INC. HEALTH INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 473
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 415
Number of retired or separated participants receiving benefits 2012-01-01 9
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 424
2011: INSURANCE OFFICE OF AMERICA, INC. HEALTH INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 551
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 473
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
2010: INSURANCE OFFICE OF AMERICA, INC. HEALTH INSURANCE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 526
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 544
Number of retired or separated participants receiving benefits 2010-01-01 7
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
2009: INSURANCE OFFICE OF AMERICA, INC. HEALTH INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 530
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 499
Number of other retired or separated participants entitled to future benefits 2009-01-01 27
Total of all active and inactive participants 2009-01-01 526

Measure	Date	Value
2013: INSURANCE OFFICE OF AMERICA, INC. HEALTH INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	617
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
2012: INSURANCE OFFICE OF AMERICA, INC. HEALTH INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	473
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	415
Number of retired or separated participants receiving benefits	2012-01-01	9
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	424
2011: INSURANCE OFFICE OF AMERICA, INC. HEALTH INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	551
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	473
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
2010: INSURANCE OFFICE OF AMERICA, INC. HEALTH INSURANCE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	526
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	544
Number of retired or separated participants receiving benefits	2010-01-01	7
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
2009: INSURANCE OFFICE OF AMERICA, INC. HEALTH INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	530
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	499
Number of other retired or separated participants entitled to future benefits	2009-01-01	27
Total of all active and inactive participants	2009-01-01	526

Form 5500 Responses for INSURANCE OFFICE OF AMERICA, INC. HEALTH INSURANCE PLAN

2013: INSURANCE OFFICE OF AMERICA, INC. HEALTH INSURANCE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: INSURANCE OFFICE OF AMERICA, INC. HEALTH INSURANCE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: INSURANCE OFFICE OF AMERICA, INC. HEALTH INSURANCE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: INSURANCE OFFICE OF AMERICA, INC. HEALTH INSURANCE PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: INSURANCE OFFICE OF AMERICA, INC. HEALTH INSURANCE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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

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