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| Plan Name | FIRST LOUISIANA INSURANCE EMPLOYEES 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | HARLESS AGENCY, INC., DBA FIRST LOU SIANA INSURANCE |
| Employer identification number (EIN): | 720888062 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | MELISSA TERITO | 2016-06-30 | ||
| 001 | 2014-01-01 | MELISSA TERITO | 2015-07-14 | ||
| 001 | 2013-01-01 | JACK HARLESS | 2014-07-27 | JACK HARLESS | 2014-07-27 |
| 001 | 2012-01-01 | JACK HARLESS | 2013-06-21 | JACK HARLESS | 2013-06-21 |
| 001 | 2011-01-01 | DAVID WINKLER | 2012-10-09 | ||
| 001 | 2009-01-01 | JACK E. HARLESS | |||
| 001 | 2008-01-01 | JACK E. HARLESS |
| Measure | Date | Value |
|---|---|---|
| 2010 : FIRST LOUISIANA INSURANCE EMPLOYEES 401(K) PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $54,832 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $136,562 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $136,562 |
| Total plan assets at end of year | 2010-12-31 | $277,607 |
| Total plan assets at beginning of year | 2010-12-31 | $359,337 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $21,327 |
| Other income received | 2010-12-31 | $26,407 |
| Net income (gross income less expenses) | 2010-12-31 | $-81,730 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $277,607 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $359,337 |
| Assets. Value of participant loans | 2010-12-31 | $31,641 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $7,098 |
| 2009: FIRST LOUISIANA INSURANCE EMPLOYEES 401(K) 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2008: FIRST LOUISIANA INSURANCE EMPLOYEES 401(K) PLAN 2008 form 5500 responses | ||
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | Yes |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) | |
| Policy contract number | G30729 |
| Policy instance | 1 |
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