401k Plan data: BICKMORE RISK SERVICES 401K RETIREMENT PLAN plan

BICKMORE RISK SERVICES 401K RETIREMENT PLAN 401k Plan overview

Plan Name	BICKMORE RISK SERVICES 401K RETIREMENT PLAN
Plan identification number	002

BICKMORE RISK SERVICES 401K RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BICKMORE has sponsored the creation of one or more 401k plans.

Company Name: BICKMORE

Employer identification number (EIN): 680114143

NAIC Classification: 541600

Additional information about BICKMORE

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2008-10-16

Company Identification Number: 0801031318

Legal Registered Office Address: 1750 CREEKSIDE OAKS DR STE 200

SACRAMENTO
United States of America (USA)
95833

More information about BICKMORE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BICKMORE RISK SERVICES 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 JEFFREY GRUBBS JEFFREY GRUBBS 2013-09-27
002 2011-01-01 PENSION FILERS
002 2010-01-01 PENSION FILERS
002 2009-01-01 ASSOCIATED PENSION CONSULTANTS

Plan Statistics for BICKMORE RISK SERVICES 401K RETIREMENT PLAN

401k plan membership statisitcs for BICKMORE RISK SERVICES 401K RETIREMENT PLAN

Measure Date Value
2015: BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 95
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 26
Total of all active and inactive participants 2014-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 121
Number of participants with account balances 2014-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 8
2013: BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 95
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 23
Total of all active and inactive participants 2013-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 118
Number of participants with account balances 2013-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 98
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 34
Total of all active and inactive participants 2012-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 132
Number of participants with account balances 2012-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 94
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 31
Total of all active and inactive participants 2011-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 125
Number of participants with account balances 2011-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2010: BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 99
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 31
Total of all active and inactive participants 2010-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 130
Number of participants with account balances 2010-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 5
2009: BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 96
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 34
Total of all active and inactive participants 2009-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 130
Number of participants with account balances 2009-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2015: BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	95
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	26
Total of all active and inactive participants	2014-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	121
Number of participants with account balances	2014-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	8
2013: BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	95
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	23
Total of all active and inactive participants	2013-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	118
Number of participants with account balances	2013-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	98
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	34
Total of all active and inactive participants	2012-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	132
Number of participants with account balances	2012-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	94
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	31
Total of all active and inactive participants	2011-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	125
Number of participants with account balances	2011-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2010: BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	99
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	31
Total of all active and inactive participants	2010-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	130
Number of participants with account balances	2010-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	5
2009: BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	96
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	34
Total of all active and inactive participants	2009-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	130
Number of participants with account balances	2009-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on BICKMORE RISK SERVICES 401K RETIREMENT PLAN

Measure	Date	Value
2015 : BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2015 401k financial data
Total transfer of assets from this plan	2015-04-15	$14,196,658
Total income from all sources (including contributions)	2015-04-15	$472,254
Total of all expenses incurred	2015-04-15	$285,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-04-15	$262,781
Value of total assets at end of year	2015-04-15	$0
Value of total assets at beginning of year	2015-04-15	$14,010,005
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-04-15	$22,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-04-15	No
Administrative expenses professional fees incurred	2015-04-15	$13,515
Was this plan covered by a fidelity bond	2015-04-15	Yes
Value of fidelity bond cover	2015-04-15	$500,000
If this is an individual account plan, was there a blackout period	2015-04-15	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-04-15	$0
Were there any nonexempt tranactions with any party-in-interest	2015-04-15	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-04-15	No
Value of net income/loss	2015-04-15	$186,653
Value of net assets at end of year (total assets less liabilities)	2015-04-15	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-04-15	$14,010,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-04-15	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-04-15	No
Were any leases to which the plan was party in default or uncollectible	2015-04-15	No
Investment advisory and management fees	2015-04-15	$9,200
Value of interest in common/collective trusts at end of year	2015-04-15	$0
Value of interest in common/collective trusts at beginning of year	2015-04-15	$13,720,924
Net investment gain or loss from common/collective trusts	2015-04-15	$472,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-04-15	No
Was there a failure to transmit to the plan any participant contributions	2015-04-15	No
Has the plan failed to provide any benefit when due under the plan	2015-04-15	No
Employer contributions (assets) at end of year	2015-04-15	$0
Employer contributions (assets) at beginning of year	2015-04-15	$289,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-04-15	$262,781
Contract administrator fees	2015-04-15	$105
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-04-15	Yes
Did the plan have assets held for investment	2015-04-15	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-04-15	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-04-15	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-04-15	Yes
Opinion of an independent qualified public accountant for this plan	2015-04-15	Disclaimer
Accountancy firm name	2015-04-15	BFBA LLP
Accountancy firm EIN	2015-04-15	680000424
2014 : BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$2,000,731
Total loss/gain on sale of assets	2014-12-31	$18,753
Total of all expenses incurred	2014-12-31	$738,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$716,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,222,632
Value of total assets at end of year	2014-12-31	$14,010,005
Value of total assets at beginning of year	2014-12-31	$12,747,964
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$22,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$12,465
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$933,294
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$36,007
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,262,041
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$14,010,005
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$12,747,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$9,500
Value of interest in common/collective trusts at end of year	2014-12-31	$13,720,924
Value of interest in common/collective trusts at beginning of year	2014-12-31	$12,433,408
Net investment gain or loss from common/collective trusts	2014-12-31	$759,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$289,081
Employer contributions (assets) at end of year	2014-12-31	$289,081
Employer contributions (assets) at beginning of year	2014-12-31	$278,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$716,365
Contract administrator fees	2014-12-31	$360
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$3,307,261
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$3,288,508
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BFBA LLP
Accountancy firm EIN	2014-12-31	680000424
2013 : BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$3,221,856
Total loss/gain on sale of assets	2013-12-31	$225,744
Total of all expenses incurred	2013-12-31	$1,366,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,347,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,163,599
Value of total assets at end of year	2013-12-31	$12,747,964
Value of total assets at beginning of year	2013-12-31	$10,892,538
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$18,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$13,280
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$860,441
Participant contributions at end of year	2013-12-31	$36,007
Participant contributions at beginning of year	2013-12-31	$229
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$24,609
Other income not declared elsewhere	2013-12-31	$2,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,855,426
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$12,747,964
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,892,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$4,600
Value of interest in common/collective trusts at end of year	2013-12-31	$12,433,408
Value of interest in common/collective trusts at beginning of year	2013-12-31	$10,664,556
Net investment gain or loss from common/collective trusts	2013-12-31	$1,830,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$278,549
Employer contributions (assets) at end of year	2013-12-31	$278,549
Employer contributions (assets) at beginning of year	2013-12-31	$227,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,347,860
Contract administrator fees	2013-12-31	$690
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$3,569,183
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$3,343,439
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BFBA LLP
Accountancy firm EIN	2013-12-31	680000424
2012 : BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$2,058,399
Total loss/gain on sale of assets	2012-12-31	$624,616
Total of all expenses incurred	2012-12-31	$759,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$742,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$981,729
Value of total assets at end of year	2012-12-31	$10,892,538
Value of total assets at beginning of year	2012-12-31	$9,593,331
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$16,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$12,242
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$743,427
Participant contributions at end of year	2012-12-31	$229
Participant contributions at beginning of year	2012-12-31	$61,762
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$10,549
Other income not declared elsewhere	2012-12-31	$566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,299,207
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,892,538
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,593,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$4,525
Value of interest in common/collective trusts at end of year	2012-12-31	$10,664,556
Value of interest in common/collective trusts at beginning of year	2012-12-31	$9,310,954
Net investment gain or loss from common/collective trusts	2012-12-31	$451,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$227,753
Employer contributions (assets) at end of year	2012-12-31	$227,753
Employer contributions (assets) at beginning of year	2012-12-31	$220,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$742,425
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$13,027,654
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$12,403,038
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BROWN FINK BOYCE & ASTLE
Accountancy firm EIN	2012-12-31	680000424
2011 : BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$897,679
Total loss/gain on sale of assets	2011-12-31	$412,944
Total of all expenses incurred	2011-12-31	$818,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$803,723
Value of total corrective distributions	2011-12-31	$1,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$978,836
Value of total assets at end of year	2011-12-31	$9,593,331
Value of total assets at beginning of year	2011-12-31	$9,514,027
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$12,805
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$12,295
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$758,221
Participant contributions at end of year	2011-12-31	$61,762
Participant contributions at beginning of year	2011-12-31	$57,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$79,304
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,593,331
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,514,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$510
Value of interest in common/collective trusts at end of year	2011-12-31	$9,310,954
Value of interest in common/collective trusts at beginning of year	2011-12-31	$9,323,475
Net investment gain or loss from common/collective trusts	2011-12-31	$-494,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$220,615
Employer contributions (assets) at end of year	2011-12-31	$220,615
Employer contributions (assets) at beginning of year	2011-12-31	$133,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$803,723
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$11,937,833
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$11,524,889
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BROWN FINK BOYCE & ASTLE
Accountancy firm EIN	2011-12-31	680000424
2010 : BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$1,864,819
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$440,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$437,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$919,553
Value of total assets at end of year	2010-12-31	$9,514,027
Value of total assets at beginning of year	2010-12-31	$8,089,632
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,910
Total interest from all sources	2010-12-31	$0
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 year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$2,910
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$706,318
Participant contributions at end of year	2010-12-31	$57,534
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$80,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,424,395
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$9,514,027
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,089,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in common/collective trusts at end of year	2010-12-31	$9,323,475
Value of interest in common/collective trusts at beginning of year	2010-12-31	$7,825,814
Net investment gain or loss from common/collective trusts	2010-12-31	$945,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$133,018
Employer contributions (assets) at end of year	2010-12-31	$133,018
Employer contributions (assets) at beginning of year	2010-12-31	$263,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$437,514
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BROWN FINK BOYCE & ASTLE
Accountancy firm EIN	2010-12-31	680000424

Form 5500 Responses for BICKMORE RISK SERVICES 401K RETIREMENT PLAN

2015: BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BICKMORE RISK SERVICES 401K RETIREMENT 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BICKMORE RISK SERVICES 401K RETIREMENT 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BICKMORE RISK SERVICES 401K RETIREMENT 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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BICKMORE RISK SERVICES 401K RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BICKMORE
Employer identification number (EIN):	680114143
NAIC Classification:	541600

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2008-10-16
Company Identification Number:	0801031318
Legal Registered Office Address:	1750 CREEKSIDE OAKS DR STE 200 SACRAMENTO United States of America (USA) 95833