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SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 401k Plan overview

Plan NameSOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN
Plan identification number 002

SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOCIETY OF CERTIFIED INSURANCE COUNSELORS has sponsored the creation of one or more 401k plans.

Company Name:SOCIETY OF CERTIFIED INSURANCE COUNSELORS
Employer identification number (EIN):741785679
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MICHELLE HAYNES2023-10-08
0022021-01-01MICHELLE HAYNES2022-10-23
0022020-01-01MICHELLE HAYNES2021-10-14
0022019-01-01JULIE NAGEL2020-10-11
0022018-01-01JULIE NAGEL2019-10-07
0022017-01-01
0022016-01-01
0022015-01-01BETH DEVICTORIA
0022014-01-01AMY SCHOTT
0022013-01-01AMY SCHOTT
0022012-01-01AMY SCHOTT
0022011-01-01AMY SCHOTT
0022010-01-01AMY SCHOTT
0022009-01-01AMY SCHOTT

Plan Statistics for SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN

401k plan membership statisitcs for SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN

Measure Date Value
2022: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01142
Total number of active participants reported on line 7a of the Form 55002022-01-0187
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0148
Total of all active and inactive participants2022-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01136
Number of participants with account balances2022-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01142
Total number of active participants reported on line 7a of the Form 55002021-01-0189
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0145
Total of all active and inactive participants2021-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01135
Number of participants with account balances2021-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01127
Total number of active participants reported on line 7a of the Form 55002020-01-0182
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01128
Number of participants with account balances2020-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01143
Total number of active participants reported on line 7a of the Form 55002019-01-0178
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01121
Number of participants with account balances2019-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01149
Total number of active participants reported on line 7a of the Form 55002018-01-0190
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01137
Number of participants with account balances2018-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01137
Total number of active participants reported on line 7a of the Form 55002017-01-0196
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0142
Total of all active and inactive participants2017-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01139
Number of participants with account balances2017-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01142
Total number of active participants reported on line 7a of the Form 55002016-01-0196
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01123
Number of participants with account balances2016-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01149
Total number of active participants reported on line 7a of the Form 55002015-01-01100
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01127
Number of participants with account balances2015-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01141
Total number of active participants reported on line 7a of the Form 55002014-01-0197
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01138
Number of participants with account balances2014-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01137
Total number of active participants reported on line 7a of the Form 55002013-01-01101
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01129
Number of participants with account balances2013-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01132
Total number of active participants reported on line 7a of the Form 55002012-01-01107
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01131
Number of participants with account balances2012-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01139
Total number of active participants reported on line 7a of the Form 55002011-01-01104
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01124
Number of participants with account balances2011-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01143
Total number of active participants reported on line 7a of the Form 55002010-01-01106
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0120
Total of all active and inactive participants2010-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01126
Number of participants with account balances2010-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01147
Total number of active participants reported on line 7a of the Form 55002009-01-01106
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01131
Number of participants with account balances2009-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN

Measure Date Value
2022 : SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-1,164,439
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$706,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$692,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$649,838
Value of total assets at end of year2022-12-31$11,258,138
Value of total assets at beginning of year2022-12-31$13,129,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,752
Total interest from all sources2022-12-31$92,787
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$445,268
Participant contributions at end of year2022-12-31$19,278
Participant contributions at beginning of year2022-12-31$19,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,871,325
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,258,138
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,129,463
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 pooled separate accounts at end of year2022-12-31$8,108,824
Value of interest in pooled separate accounts at beginning of year2022-12-31$9,949,204
Interest on participant loans2022-12-31$830
Interest earned on other investments2022-12-31$91,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,130,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,160,296
Net investment gain/loss from pooled separate accounts2022-12-31$-1,907,064
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$204,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$692,134
Contract administrator fees2022-12-31$14,752
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 name2022-12-31CALHOUN, THOMSON & MATZA, LLP.
Accountancy firm EIN2022-12-31742859143
2021 : SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING 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$2,191,032
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$95,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$80,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$633,151
Value of total assets at end of year2021-12-31$13,129,463
Value of total assets at beginning of year2021-12-31$11,033,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,611
Total interest from all sources2021-12-31$93,552
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$407,264
Participant contributions at end of year2021-12-31$19,963
Participant contributions at beginning of year2021-12-31$3,885
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$24,337
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$2,095,761
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,129,463
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,033,702
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 pooled separate accounts at end of year2021-12-31$9,949,204
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,583,097
Interest on participant loans2021-12-31$222
Interest earned on other investments2021-12-31$93,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,160,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,446,720
Net investment gain/loss from pooled separate accounts2021-12-31$1,464,329
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$201,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$80,660
Contract administrator fees2021-12-31$14,611
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CALHOUN, THOMSON & MATZA, LLP.
Accountancy firm EIN2021-12-31742859143
2020 : SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$0
Total income from all sources (including contributions)2020-12-31$1,757,470
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$304,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$291,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$486,160
Value of total assets at end of year2020-12-31$11,033,702
Value of total assets at beginning of year2020-12-31$9,580,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,220
Total interest from all sources2020-12-31$83,264
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Contributions received from participants2020-12-31$317,171
Participant contributions at end of year2020-12-31$3,885
Participant contributions at beginning of year2020-12-31$9,986
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
Value of net income/loss2020-12-31$1,453,240
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,033,702
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,580,462
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
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$7,583,097
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,822,125
Interest on participant loans2020-12-31$312
Interest earned on other investments2020-12-31$82,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,446,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,748,351
Net investment gain/loss from pooled separate accounts2020-12-31$1,188,046
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$168,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$291,010
Contract administrator fees2020-12-31$13,220
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CALHOUN, THOMSON & MATZA, LLP.
Accountancy firm EIN2020-12-31742859143
2019 : SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2019 401k financial data
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$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$2,132,009
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,386,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,377,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$455,309
Value of total assets at end of year2019-12-31$9,580,462
Value of total assets at beginning of year2019-12-31$8,835,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,049
Total interest from all sources2019-12-31$81,581
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$290,661
Participant contributions at end of year2019-12-31$9,986
Participant contributions at beginning of year2019-12-31$27,950
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$745,366
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,580,462
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,835,096
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$6,822,125
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,194,267
Interest on participant loans2019-12-31$674
Interest earned on other investments2019-12-31$80,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,748,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,612,879
Net investment gain/loss from pooled separate accounts2019-12-31$1,595,119
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$164,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,377,594
Contract administrator fees2019-12-31$9,049
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
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CALHOUN, THOMSON AND MATZA
Accountancy firm EIN2019-12-31742859143
2018 : SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING 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$236,652
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$650,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$641,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$496,523
Value of total assets at end of year2018-12-31$8,835,096
Value of total assets at beginning of year2018-12-31$9,249,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,483
Total interest from all sources2018-12-31$78,703
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$315,382
Participant contributions at end of year2018-12-31$27,950
Participant contributions at beginning of year2018-12-31$54,040
Participant contributions at beginning of year2018-12-31$991
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$12,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-414,047
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,835,096
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,249,143
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 pooled separate accounts at end of year2018-12-31$6,194,267
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,617,453
Interest on participant loans2018-12-31$1,540
Interest earned on other investments2018-12-31$77,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,612,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,576,659
Net investment gain/loss from pooled separate accounts2018-12-31$-338,574
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$168,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$641,216
Contract administrator fees2018-12-31$9,483
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CALHOUN, THOMSON AND MATZA
Accountancy firm EIN2018-12-31742859143
2017 : SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$1,700,985
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$283,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$274,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$457,497
Value of total assets at end of year2017-12-31$9,249,143
Value of total assets at beginning of year2017-12-31$7,831,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,598
Total interest from all sources2017-12-31$75,165
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$315,870
Participant contributions at end of year2017-12-31$54,040
Participant contributions at beginning of year2017-12-31$115,692
Participant contributions at end of year2017-12-31$991
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$1,417,469
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,249,143
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,831,674
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 pooled separate accounts at end of year2017-12-31$6,617,453
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,484,641
Interest on participant loans2017-12-31$3,108
Interest earned on other investments2017-12-31$72,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,576,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,165,801
Net investment gain/loss from pooled separate accounts2017-12-31$1,168,323
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$141,627
Employer contributions (assets) at beginning of year2017-12-31$65,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$274,918
Contract administrator fees2017-12-31$8,598
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CALHOUN, THOMSON AND MATZA
Accountancy firm EIN2017-12-31742859143
2016 : SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING 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$850,375
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,060,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,044,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$374,389
Value of total assets at end of year2016-12-31$7,831,674
Value of total assets at beginning of year2016-12-31$8,041,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,065
Total interest from all sources2016-12-31$69,051
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$308,849
Participant contributions at end of year2016-12-31$115,692
Participant contributions at beginning of year2016-12-31$235,651
Participant contributions at beginning of year2016-12-31$11,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-210,073
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,831,674
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,041,747
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
Value of interest in pooled separate accounts at end of year2016-12-31$5,484,641
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,492,572
Interest on participant loans2016-12-31$5,028
Interest earned on other investments2016-12-31$64,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,165,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,230,777
Net investment gain/loss from pooled separate accounts2016-12-31$406,935
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$65,540
Employer contributions (assets) at end of year2016-12-31$65,540
Employer contributions (assets) at beginning of year2016-12-31$71,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,044,383
Contract administrator fees2016-12-31$16,065
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CALHOUN, THOMSON AND MATZA
Accountancy firm EIN2016-12-31742859143
2015 : SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$553,806
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$554,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$541,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$450,575
Value of total assets at end of year2015-12-31$8,041,747
Value of total assets at beginning of year2015-12-31$8,042,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,758
Total interest from all sources2015-12-31$70,257
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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$295,035
Participant contributions at end of year2015-12-31$235,651
Participant contributions at beginning of year2015-12-31$254,224
Participant contributions at end of year2015-12-31$11,363
Participant contributions at beginning of year2015-12-31$13,216
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$84,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-561
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,041,747
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,042,308
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
Value of interest in pooled separate accounts at end of year2015-12-31$5,492,572
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,582,777
Interest on participant loans2015-12-31$7,106
Interest earned on other investments2015-12-31$63,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,230,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,023,259
Net investment gain/loss from pooled separate accounts2015-12-31$32,974
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$71,384
Employer contributions (assets) at end of year2015-12-31$71,384
Employer contributions (assets) at beginning of year2015-12-31$168,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$541,609
Contract administrator fees2015-12-31$12,758
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CALHOUN, THOMSON AND MATZA
Accountancy firm EIN2015-12-31742859143
2014 : SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING 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$1,303
Total income from all sources (including contributions)2014-12-31$1,018,957
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$541,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$527,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$465,558
Value of total assets at end of year2014-12-31$8,042,308
Value of total assets at beginning of year2014-12-31$7,565,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,459
Total interest from all sources2014-12-31$69,260
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$296,726
Participant contributions at end of year2014-12-31$254,224
Participant contributions at beginning of year2014-12-31$199,351
Participant contributions at end of year2014-12-31$13,216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,303
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$477,942
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,042,308
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,564,366
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
Value of interest in pooled separate accounts at end of year2014-12-31$5,582,777
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,141,065
Interest on participant loans2014-12-31$6,887
Interest earned on other investments2014-12-31$62,373
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,023,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,071,755
Net investment gain/loss from pooled separate accounts2014-12-31$484,139
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$168,832
Employer contributions (assets) at end of year2014-12-31$168,832
Employer contributions (assets) at beginning of year2014-12-31$153,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$527,556
Contract administrator fees2014-12-31$13,459
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 name2014-12-31CALHOUN, THOMSON AND MATZA
Accountancy firm EIN2014-12-31742859143
2013 : SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,303
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,054
Total income from all sources (including contributions)2013-12-31$1,732,391
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$548,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$534,617
Value of total corrective distributions2013-12-31$1,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$472,405
Value of total assets at end of year2013-12-31$7,565,669
Value of total assets at beginning of year2013-12-31$6,382,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,482
Total interest from all sources2013-12-31$68,349
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$318,907
Participant contributions at end of year2013-12-31$199,351
Participant contributions at beginning of year2013-12-31$139,297
Participant contributions at beginning of year2013-12-31$10,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,054
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$1,183,989
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,564,366
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,380,377
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$5,141,065
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,865,689
Interest on participant loans2013-12-31$5,099
Interest earned on other investments2013-12-31$63,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,071,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,292,780
Net investment gain/loss from pooled separate accounts2013-12-31$1,191,637
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$153,498
Employer contributions (assets) at end of year2013-12-31$153,498
Employer contributions (assets) at beginning of year2013-12-31$73,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$534,617
Contract administrator fees2013-12-31$12,482
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 name2013-12-31CALHOUN, THOMSON AND MATZA
Accountancy firm EIN2013-12-31742859143
2012 : SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING 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$2,054
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,692
Total income from all sources (including contributions)2012-12-31$961,072
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$145,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$129,328
Value of total corrective distributions2012-12-31$2,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$403,416
Value of total assets at end of year2012-12-31$6,382,431
Value of total assets at beginning of year2012-12-31$5,568,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,783
Total interest from all sources2012-12-31$72,276
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$323,349
Participant contributions at end of year2012-12-31$139,297
Participant contributions at beginning of year2012-12-31$110,443
Participant contributions at end of year2012-12-31$10,975
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,054
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,692
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$815,907
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,380,377
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,564,470
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$3,865,689
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,128,989
Interest on participant loans2012-12-31$4,095
Interest earned on other investments2012-12-31$68,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,292,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,255,724
Net investment gain/loss from pooled separate accounts2012-12-31$485,380
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$73,690
Employer contributions (assets) at end of year2012-12-31$73,690
Employer contributions (assets) at beginning of year2012-12-31$73,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$129,328
Contract administrator fees2012-12-31$13,783
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 name2012-12-31CALHOUN THOMPSON MATZA
Accountancy firm EIN2012-12-31742859143
2011 : SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,318
Total income from all sources (including contributions)2011-12-31$468,679
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$223,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$207,051
Value of total corrective distributions2011-12-31$3,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$442,429
Value of total assets at end of year2011-12-31$5,568,162
Value of total assets at beginning of year2011-12-31$5,320,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,940
Total interest from all sources2011-12-31$65,573
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$310,993
Participant contributions at end of year2011-12-31$110,443
Participant contributions at beginning of year2011-12-31$86,065
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$58,430
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$244,996
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,564,470
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,319,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$12,940
Value of interest in pooled separate accounts at end of year2011-12-31$3,128,989
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,379,649
Interest on participant loans2011-12-31$3,131
Interest earned on other investments2011-12-31$62,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,255,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,786,707
Net investment gain/loss from pooled separate accounts2011-12-31$-39,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$73,006
Employer contributions (assets) at end of year2011-12-31$73,006
Employer contributions (assets) at beginning of year2011-12-31$68,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$207,051
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CALHOUN, THOMAS & MATZA, LLP
Accountancy firm EIN2011-12-31742859143
2010 : SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING 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$1,318
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,443
Total income from all sources (including contributions)2010-12-31$987,968
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$374,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$311,840
Expenses. Certain deemed distributions of participant loans2010-12-31$48,809
Value of total corrective distributions2010-12-31$1,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$440,498
Value of total assets at end of year2010-12-31$5,320,792
Value of total assets at beginning of year2010-12-31$4,719,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,744
Total interest from all sources2010-12-31$67,181
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$310,529
Participant contributions at end of year2010-12-31$86,065
Participant contributions at beginning of year2010-12-31$114,235
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$71,598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,318
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$13,443
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$613,257
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,319,474
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,706,217
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$3,379,649
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,835,860
Interest on participant loans2010-12-31$8,578
Interest earned on other investments2010-12-31$58,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,786,707
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,698,627
Net investment gain/loss from pooled separate accounts2010-12-31$480,289
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$58,371
Employer contributions (assets) at end of year2010-12-31$68,371
Employer contributions (assets) at beginning of year2010-12-31$70,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$311,840
Contract administrator fees2010-12-31$12,744
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 name2010-12-31CALHOUN, THOMSON & MATZA, LLP
Accountancy firm EIN2010-12-31742859143
2009 : SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING 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 SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN

2022: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING 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: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING 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: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING 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
2011: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING 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: SOCIETY OF CERTIFIED INSURANCE COUNSELORS PROFIT SHARING 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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502264
Policy instance 1
Insurance contract or identification number502264
Number of Individuals Covered136
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
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502264
Policy instance 1
Insurance contract or identification number502264
Number of Individuals Covered135
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
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502264
Policy instance 1
Insurance contract or identification number502264
Number of Individuals Covered128
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502264
Policy instance 1
Insurance contract or identification number502264
Number of Individuals Covered121
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502264
Policy instance 1
Insurance contract or identification number502264
Number of Individuals Covered137
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502264
Policy instance 1
Insurance contract or identification number502264
Number of Individuals Covered139
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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

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