401k Plan data: STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN plan

STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN
Plan identification number	001

STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) 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

STATE BAR OF TEXAS INSURANCE TRUST has sponsored the creation of one or more 401k plans.

Company Name: STATE BAR OF TEXAS INSURANCE TRUST

Employer identification number (EIN): 742168815

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 SHARON SMITH 2014-07-07 SHARON SMITH 2014-07-07
001 2013-01-01 SHARON SMITH SHARON SMITH 2014-07-07
001 2012-01-01 BROOKS DAVIS BROOKS DAVIS 2013-07-26
001 2011-01-01 BROOKS DAVIS BROOKS DAVIS 2012-07-24
001 2009-01-01 BROOKS DAVIS BROOKS DAVIS 2010-07-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	SHARON SMITH	2014-07-07	SHARON SMITH	2014-07-07
001	2013-01-01	SHARON SMITH		SHARON SMITH	2014-07-07
001	2012-01-01	BROOKS DAVIS		BROOKS DAVIS	2013-07-26
001	2011-01-01	BROOKS DAVIS		BROOKS DAVIS	2012-07-24
001	2009-01-01	BROOKS DAVIS		BROOKS DAVIS	2010-07-23

Plan Statistics for STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN

Measure Date Value
2013: STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN

Measure	Date	Value
2013 : STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$336,124
Expenses. Total of all expenses incurred	2013-12-31	$1,104,327
Benefits paid (including direct rollovers)	2013-12-31	$1,104,327
Total plan assets at end of year	2013-12-31	$1,553,275
Total plan assets at beginning of year	2013-12-31	$2,321,478
Value of fidelity bond covering the plan	2013-12-31	$240,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$245,262
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-768,203
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,553,275
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,321,478
Total contributions received or receivable from employer(s)	2013-12-31	$90,862
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$90,862
Amount contributed by the employer to the plan for this plan year	2013-12-31	$90,862
2012 : STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$313,989
Expenses. Total of all expenses incurred	2012-12-31	$464,914
Benefits paid (including direct rollovers)	2012-12-31	$464,914
Total plan assets at end of year	2012-12-31	$2,321,478
Total plan assets at beginning of year	2012-12-31	$2,472,403
Value of fidelity bond covering the plan	2012-12-31	$240,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$227,120
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-150,925
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,321,478
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,472,403
Total contributions received or receivable from employer(s)	2012-12-31	$86,869
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$86,869
Amount contributed by the employer to the plan for this plan year	2012-12-31	$86,869
2011 : STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$103,298
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$2,472,403
Total plan assets at beginning of year	2011-12-31	$2,369,105
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$1,774
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$103,298
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,472,403
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,369,105
Total contributions received or receivable from employer(s)	2011-12-31	$101,524
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$101,524
Amount contributed by the employer to the plan for this plan year	2011-12-31	$101,524
2010 : STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$378,862
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$2,369,105
Total plan assets at beginning of year	2010-12-31	$1,990,243
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$280,364
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$378,862
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,369,105
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,990,243
Total contributions received or receivable from employer(s)	2010-12-31	$98,498
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$98,498
Amount contributed by the employer to the plan for this plan year	2010-12-31	$98,498
2009 : STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$86,160
Amount contributed by the employer to the plan for this plan year	2009-12-31	$86,160

Form 5500 Responses for STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN

2013: STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: STATE BAR OF TEXAS INS. TRUST EMPLOYEES DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STATE BAR OF TEXAS INSURANCE TRUST
Employer identification number (EIN):	742168815
NAIC Classification:	524290