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CONTRACTORS INSURANCE TRUST 401k Plan overview

Plan NameCONTRACTORS INSURANCE TRUST
Plan identification number 501

CONTRACTORS INSURANCE TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Other welfare benefit cover

401k Sponsoring company profile

CONTRACTORS INSURANCE TRUST has sponsored the creation of one or more 401k plans.

Company Name:CONTRACTORS INSURANCE TRUST
Employer identification number (EIN):760481929

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONTRACTORS INSURANCE TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01
5012016-01-012018-01-31
5012015-01-012016-10-18
5012014-01-012015-10-14
5012013-01-012014-10-14
5012012-01-012013-07-26
5012011-01-012012-08-30
5012010-01-012011-10-14
5012009-01-01CLIFFORD LANGWITH
5012009-01-012011-08-18

Plan Statistics for CONTRACTORS INSURANCE TRUST

401k plan membership statisitcs for CONTRACTORS INSURANCE TRUST

Measure Date Value
2022: CONTRACTORS INSURANCE TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0119,384
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
2021: CONTRACTORS INSURANCE TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0120,271
Total number of active participants reported on line 7a of the Form 55002021-01-0115,307
Number of retired or separated participants receiving benefits2021-01-014,077
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0119,384
2020: CONTRACTORS INSURANCE TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0112,132
Total number of active participants reported on line 7a of the Form 55002020-01-018,456
Number of retired or separated participants receiving benefits2020-01-016,589
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0115,045
2019: CONTRACTORS INSURANCE TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-015,543
Total number of active participants reported on line 7a of the Form 55002019-01-015,684
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-015,684
2018: CONTRACTORS INSURANCE TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-016,650
Total number of active participants reported on line 7a of the Form 55002018-01-016,378
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-016,378
2017: CONTRACTORS INSURANCE TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-018,144
Total number of active participants reported on line 7a of the Form 55002017-01-016,216
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016,216
2016: CONTRACTORS INSURANCE TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-016,180
Total number of active participants reported on line 7a of the Form 55002016-01-018,518
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-018,518
2015: CONTRACTORS INSURANCE TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-018,734
Total number of active participants reported on line 7a of the Form 55002015-01-016,388
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-016,388
2014: CONTRACTORS INSURANCE TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0110,647
Total number of active participants reported on line 7a of the Form 55002014-01-0111,981
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0111,989
2013: CONTRACTORS INSURANCE TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-016,185
Total number of active participants reported on line 7a of the Form 55002013-01-018,762
Number of retired or separated participants receiving benefits2013-01-0118
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-018,780
2012: CONTRACTORS INSURANCE TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-014,484
Total number of active participants reported on line 7a of the Form 55002012-01-015,506
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015,506
2011: CONTRACTORS INSURANCE TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-013,679
Total number of active participants reported on line 7a of the Form 55002011-01-014,533
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014,533
2010: CONTRACTORS INSURANCE TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-014,151
Total number of active participants reported on line 7a of the Form 55002010-01-013,679
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-013,679
2009: CONTRACTORS INSURANCE TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-013,917
Total number of active participants reported on line 7a of the Form 55002009-01-014,151
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014,151

Financial Data on CONTRACTORS INSURANCE TRUST

Measure Date Value
2022 : CONTRACTORS INSURANCE TRUST 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$14,537,507
Total income from all sources (including contributions)2022-12-31$14,952
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$14,952
Value of total assets at end of year2022-12-31$0
Value of total assets at beginning of year2022-12-31$14,522,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
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$500,000
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
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$14,952
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$9,553,480
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$3,735,161
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$14,952
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$-14,952
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
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
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$10,787,394
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$4,984,027
Did the plan have assets held for investment2022-12-31No
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : CONTRACTORS INSURANCE TRUST 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$14,497,354
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,220,572
Total income from all sources (including contributions)2021-12-31$7,544,169
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,049,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,285,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,543,825
Value of total assets at end of year2021-12-31$14,522,555
Value of total assets at beginning of year2021-12-31$9,751,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,764,282
Total interest from all sources2021-12-31$344
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$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$4,686,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$4,420,347
Liabilities. Value of operating payables at end of year2021-12-31$9,810,959
Liabilities. Value of operating payables at beginning of year2021-12-31$5,800,225
Total non interest bearing cash at end of year2021-12-31$3,735,161
Total non interest bearing cash at beginning of year2021-12-31$3,925,349
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$494,514
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,201
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$-469,313
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
Investment advisory and management fees2021-12-31$3,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$344
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,111,307
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$7,543,825
Employer contributions (assets) at end of year2021-12-31$10,787,394
Employer contributions (assets) at beginning of year2021-12-31$5,825,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$174,066
Contract administrator fees2021-12-31$4,761,282
Did the plan have assets held for investment2021-12-31No
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : CONTRACTORS INSURANCE TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$273,259
Total transfer of assets from this plan2020-12-31$1,886,591
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,800,225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,297,813
Total income from all sources (including contributions)2020-12-31$7,145,643
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,962,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,013,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,138,694
Value of total assets at end of year2020-12-31$9,751,259
Value of total assets at beginning of year2020-12-31$11,678,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,948,224
Total interest from all sources2020-12-31$6,949
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
Administrative expenses professional fees incurred2020-12-31$47,750
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$14,516
Administrative expenses (other) incurred2020-12-31$8,008
Liabilities. Value of operating payables at end of year2020-12-31$5,800,225
Liabilities. Value of operating payables at beginning of year2020-12-31$5,297,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-816,463
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,951,034
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,380,829
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
Investment advisory and management fees2020-12-31$3,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,925,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,514,279
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,949
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,747,906
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$7,138,694
Employer contributions (assets) at end of year2020-12-31$5,825,910
Employer contributions (assets) at beginning of year2020-12-31$9,164,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$251,460
Contract administrator fees2020-12-31$5,889,466
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : CONTRACTORS INSURANCE TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$5,297,813
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,297,813
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,892,412
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,892,412
Total income from all sources (including contributions)2019-12-31$5,801,267
Total income from all sources (including contributions)2019-12-31$5,801,267
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,612,261
Total of all expenses incurred2019-12-31$6,612,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,553,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,553,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,718,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,718,245
Value of total assets at end of year2019-12-31$11,678,642
Value of total assets at end of year2019-12-31$11,678,642
Value of total assets at beginning of year2019-12-31$17,084,235
Value of total assets at beginning of year2019-12-31$17,084,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$58,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$58,759
Total interest from all sources2019-12-31$83,022
Total interest from all sources2019-12-31$83,022
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$47,750
Administrative expenses professional fees incurred2019-12-31$47,750
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$3,929,253
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$3,929,253
Administrative expenses (other) incurred2019-12-31$8,009
Administrative expenses (other) incurred2019-12-31$8,009
Liabilities. Value of operating payables at end of year2019-12-31$5,297,813
Liabilities. Value of operating payables at end of year2019-12-31$5,297,813
Liabilities. Value of operating payables at beginning of year2019-12-31$9,892,412
Liabilities. Value of operating payables at beginning of year2019-12-31$9,892,412
Value of net income/loss2019-12-31$-810,994
Value of net income/loss2019-12-31$-810,994
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,380,829
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,380,829
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,191,823
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,191,823
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$3,000
Investment advisory and management fees2019-12-31$3,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,514,279
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,514,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,044,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,044,576
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$83,022
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$83,022
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,175,229
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,175,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,718,245
Contributions received in cash from employer2019-12-31$5,718,245
Employer contributions (assets) at end of year2019-12-31$9,164,363
Employer contributions (assets) at end of year2019-12-31$9,164,363
Employer contributions (assets) at beginning of year2019-12-31$9,039,659
Employer contributions (assets) at beginning of year2019-12-31$9,039,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,449,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,449,020
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOLTZMAN PARTNERS
Accountancy firm name2019-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2019-12-31743121060
Accountancy firm EIN2019-12-31743121060
2018 : CONTRACTORS INSURANCE TRUST 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$9,892,412
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,418,453
Total income from all sources (including contributions)2018-12-31$4,826,421
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,766,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,713,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,705,815
Value of total assets at end of year2018-12-31$17,084,235
Value of total assets at beginning of year2018-12-31$16,550,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$52,469
Total interest from all sources2018-12-31$120,606
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
Administrative expenses professional fees incurred2018-12-31$31,500
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$4,106,081
Administrative expenses (other) incurred2018-12-31$17,969
Liabilities. Value of operating payables at end of year2018-12-31$9,892,412
Liabilities. Value of operating payables at beginning of year2018-12-31$9,418,453
Value of net income/loss2018-12-31$60,133
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,191,823
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,131,690
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
Investment advisory and management fees2018-12-31$3,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,044,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,566,382
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$120,606
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$544,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,705,815
Employer contributions (assets) at end of year2018-12-31$9,039,659
Employer contributions (assets) at beginning of year2018-12-31$5,983,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$63,345
Did the plan have assets held for investment2018-12-31Yes
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 name2018-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2018-12-31743121060
2017 : CONTRACTORS INSURANCE TRUST 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$9,418,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,944,303
Total income from all sources (including contributions)2017-12-31$6,160,715
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,882,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,878,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,134,545
Value of total assets at end of year2017-12-31$16,550,143
Value of total assets at beginning of year2017-12-31$14,797,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,890
Total interest from all sources2017-12-31$26,170
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$4,391,413
Administrative expenses (other) incurred2017-12-31$3,890
Liabilities. Value of operating payables at end of year2017-12-31$9,418,453
Liabilities. Value of operating payables at beginning of year2017-12-31$7,944,303
Value of net income/loss2017-12-31$278,144
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,131,690
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,853,546
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$10,566,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,924,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$26,170
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$840,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$6,134,545
Employer contributions (assets) at end of year2017-12-31$5,983,761
Employer contributions (assets) at beginning of year2017-12-31$6,873,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$646,281
Did the plan have assets held for investment2017-12-31Yes
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 name2017-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2017-12-31743121060
2016 : CONTRACTORS INSURANCE TRUST 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$7,944,303
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,529,107
Total income from all sources (including contributions)2016-12-31$8,466,678
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,147,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,112,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,466,059
Value of total assets at end of year2016-12-31$14,797,849
Value of total assets at beginning of year2016-12-31$8,063,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$34,795
Total interest from all sources2016-12-31$619
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
Administrative expenses professional fees incurred2016-12-31$22,500
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$4,696,125
Administrative expenses (other) incurred2016-12-31$12,295
Liabilities. Value of operating payables at end of year2016-12-31$7,944,303
Liabilities. Value of operating payables at beginning of year2016-12-31$3,529,107
Value of net income/loss2016-12-31$2,319,202
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,853,546
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,534,344
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$7,924,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,211,183
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$619
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$982,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$8,466,059
Employer contributions (assets) at end of year2016-12-31$6,873,484
Employer contributions (assets) at beginning of year2016-12-31$1,852,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$433,587
Did the plan have assets held for investment2016-12-31Yes
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 name2016-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2016-12-31743121060
2015 : CONTRACTORS INSURANCE TRUST 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$3,529,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,387,117
Total income from all sources (including contributions)2015-12-31$7,808,378
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,207,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,905,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,807,508
Value of total assets at end of year2015-12-31$8,063,451
Value of total assets at beginning of year2015-12-31$8,320,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$302,113
Total interest from all sources2015-12-31$870
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
Administrative expenses professional fees incurred2015-12-31$29,500
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$3,719,849
Administrative expenses (other) incurred2015-12-31$3,000
Liabilities. Value of operating payables at end of year2015-12-31$3,529,107
Liabilities. Value of operating payables at beginning of year2015-12-31$5,387,117
Value of net income/loss2015-12-31$1,600,697
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,534,344
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,933,647
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$6,211,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,139,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$870
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,154,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$7,807,508
Employer contributions (assets) at end of year2015-12-31$1,852,268
Employer contributions (assets) at beginning of year2015-12-31$181,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$31,518
Contract administrator fees2015-12-31$269,613
Did the plan have assets held for investment2015-12-31Yes
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 name2015-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2015-12-31743121060
2014 : CONTRACTORS INSURANCE TRUST 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$5,387,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,243,343
Total income from all sources (including contributions)2014-12-31$3,497,890
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,355,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,319,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,497,310
Value of total assets at end of year2014-12-31$8,320,764
Value of total assets at beginning of year2014-12-31$4,034,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$36,396
Total interest from all sources2014-12-31$580
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
Administrative expenses professional fees incurred2014-12-31$29,500
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$2,414,953
Administrative expenses (other) incurred2014-12-31$3,886
Liabilities. Value of operating payables at end of year2014-12-31$5,387,117
Liabilities. Value of operating payables at beginning of year2014-12-31$1,243,343
Value of net income/loss2014-12-31$142,101
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,933,647
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,791,546
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
Investment advisory and management fees2014-12-31$3,010
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,139,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,410,764
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$580
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$875,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,497,310
Employer contributions (assets) at end of year2014-12-31$181,014
Employer contributions (assets) at beginning of year2014-12-31$624,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$28,480
Did the plan have assets held for investment2014-12-31Yes
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 name2014-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2014-12-31743121060
2013 : CONTRACTORS INSURANCE TRUST 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$1,243,343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$660,181
Total income from all sources (including contributions)2013-12-31$3,277,735
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,792,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,771,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,277,399
Value of total assets at end of year2013-12-31$4,034,889
Value of total assets at beginning of year2013-12-31$2,966,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,749
Total interest from all sources2013-12-31$336
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
Administrative expenses professional fees incurred2013-12-31$15,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$1,825,942
Liabilities. Value of operating payables at end of year2013-12-31$1,243,343
Liabilities. Value of operating payables at beginning of year2013-12-31$660,181
Value of net income/loss2013-12-31$485,356
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,791,546
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,306,190
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
Investment advisory and management fees2013-12-31$2,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,410,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,854,900
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$336
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$719,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,277,399
Employer contributions (assets) at end of year2013-12-31$624,125
Employer contributions (assets) at beginning of year2013-12-31$111,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$225,963
Contract administrator fees2013-12-31$2,750
Did the plan have assets held for investment2013-12-31Yes
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 name2013-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2013-12-31743121060
2012 : CONTRACTORS INSURANCE TRUST 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$660,181
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$256,950
Total income from all sources (including contributions)2012-12-31$2,416,952
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,281,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,260,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,243,684
Value of total assets at end of year2012-12-31$2,966,371
Value of total assets at beginning of year2012-12-31$2,427,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,748
Total interest from all sources2012-12-31$258
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
Administrative expenses professional fees incurred2012-12-31$15,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$173,010
Other income not declared elsewhere2012-12-31$173,010
Liabilities. Value of operating payables at end of year2012-12-31$660,181
Liabilities. Value of operating payables at beginning of year2012-12-31$83,940
Value of net income/loss2012-12-31$135,412
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,306,190
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,170,778
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
Investment advisory and management fees2012-12-31$3,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,854,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,414,257
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$258
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,810,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,243,684
Employer contributions (assets) at end of year2012-12-31$111,471
Employer contributions (assets) at beginning of year2012-12-31$13,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$450,469
Contract administrator fees2012-12-31$2,748
Did the plan have assets held for investment2012-12-31Yes
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 name2012-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2012-12-31743121060
2011 : CONTRACTORS INSURANCE TRUST 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$256,950
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$242,885
Total income from all sources (including contributions)2011-12-31$1,028,511
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,425,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,405,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,027,890
Value of total assets at end of year2011-12-31$2,427,728
Value of total assets at beginning of year2011-12-31$2,810,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,530
Total interest from all sources2011-12-31$486
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
Administrative expenses professional fees incurred2011-12-31$17,530
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$173,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$173,010
Other income not declared elsewhere2011-12-31$135
Liabilities. Value of operating payables at end of year2011-12-31$83,940
Liabilities. Value of operating payables at beginning of year2011-12-31$69,875
Value of net income/loss2011-12-31$-397,203
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,170,778
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,567,981
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$3,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,414,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,789,160
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$486
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$887,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,027,890
Employer contributions (assets) at end of year2011-12-31$13,471
Employer contributions (assets) at beginning of year2011-12-31$21,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$518,047
Did the plan have assets held for investment2011-12-31Yes
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 name2011-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2011-12-31743121060
2010 : CONTRACTORS INSURANCE TRUST 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$242,885
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$216,345
Total income from all sources (including contributions)2010-12-31$284,213
Total loss/gain on sale of assets2010-12-31$3,435
Total of all expenses incurred2010-12-31$815,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$786,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$279,315
Value of total assets at end of year2010-12-31$2,810,866
Value of total assets at beginning of year2010-12-31$3,315,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$28,285
Total interest from all sources2010-12-31$1,393
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
Administrative expenses professional fees incurred2010-12-31$15,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$173,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$173,010
Other income not declared elsewhere2010-12-31$70
Administrative expenses (other) incurred2010-12-31$2,501
Liabilities. Value of operating payables at end of year2010-12-31$69,875
Liabilities. Value of operating payables at beginning of year2010-12-31$43,335
Value of net income/loss2010-12-31$-530,960
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,567,981
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,098,941
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$2,789,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,539,923
Income. Interest from US Government securities2010-12-31$1,393
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$188,461
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$754,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$279,315
Employer contributions (assets) at end of year2010-12-31$21,706
Employer contributions (assets) at beginning of year2010-12-31$21,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$598,427
Contract administrator fees2010-12-31$10,784
Did the plan have assets held for investment2010-12-31Yes
Aggregate proceeds on sale of assets2010-12-31$757,615
Aggregate carrying amount (costs) on sale of assets2010-12-31$754,180
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 name2010-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2010-12-31743121060

Form 5500 Responses for CONTRACTORS INSURANCE TRUST

2022: CONTRACTORS INSURANCE TRUST 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
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 – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CONTRACTORS INSURANCE TRUST 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2021-01-01Submission has been amendedNo
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 – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CONTRACTORS INSURANCE TRUST 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
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 – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CONTRACTORS INSURANCE TRUST 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
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 – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CONTRACTORS INSURANCE TRUST 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
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 – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CONTRACTORS INSURANCE TRUST 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
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 – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CONTRACTORS INSURANCE TRUST 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
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 – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CONTRACTORS INSURANCE TRUST 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
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 – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CONTRACTORS INSURANCE TRUST 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
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 – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CONTRACTORS INSURANCE TRUST 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
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 – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CONTRACTORS INSURANCE TRUST 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
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 – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CONTRACTORS INSURANCE TRUST 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
2011-01-01Submission has been amendedYes
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 – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: CONTRACTORS INSURANCE TRUST 2010 form 5500 responses
2010-01-01Type of plan entityDFE (Diect Filing Entity)
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 – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: CONTRACTORS INSURANCE TRUST 2009 form 5500 responses
2009-01-01Type of plan entityDFE (Diect Filing Entity)
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 – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTRUSTILG
Policy instance 1
Insurance contract or identification numberTRUSTILG
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 Administration0
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
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
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTRUSTILG
Policy instance 1
Insurance contract or identification numberTRUSTILG
Number of Individuals Covered10476
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $161,866
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 Administration0
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,618,656
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $161,866
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTRUSTILG
Policy instance 1
Insurance contract or identification numberTRUSTILG
Number of Individuals Covered12166
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $167,161
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 Administration0
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,672,878
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $167,161
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTRUSTIL
Policy instance 1
Insurance contract or identification numberTRUSTIL
Number of Individuals Covered5908
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $182,790
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 Administration0
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,889,237
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $182,790
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTRUSTIL
Policy instance 1
Insurance contract or identification numberTRUSTIL
Number of Individuals Covered6378
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $43,867
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 Administration0
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $477,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,867
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTRUSTIL
Policy instance 1
Insurance contract or identification numberTRUSTIL
Number of Individuals Covered6216
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $81,051
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 Administration0
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $810,509
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $81,051
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameBOON INSURANCE AGENCY, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTRUSTILG
Policy instance 1
Insurance contract or identification numberTRUSTILG
Number of Individuals Covered6024
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $269,613
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 Administration0
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,696,134
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $269,613
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameBOON INSURANCE AGENCY, INC.
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX050619
Policy instance 1
Insurance contract or identification numberFLX050619
Number of Individuals Covered10934
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $33,692
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 Administration0
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $374,360
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,692
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameBOON INSURANCE AGENCY, INC.
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0730406
Policy instance 2
Insurance contract or identification number0730406
Number of Individuals Covered0
Insurance policy start date2013-03-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $59,948
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 Administration0
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 BenefitYes
Dental Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $286,021
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59,948
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameBOON INSURANCE AGENCY, INC.
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX050619
Policy instance 1
Insurance contract or identification numberFLX050619
Number of Individuals Covered6323
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $28,817
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 Administration0
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $320,193
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,817
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameBOON INSURANCE AGENCY, INC.
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX050619
Policy instance 1
Insurance contract or identification numberFLX050619
Number of Individuals Covered5506
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $18,815
Total amount of fees paid to insurance companyUSD $6,272
Are there contracts with allocated funds for individual policies?No
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 Administration0
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $209,060
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,815
Amount paid for insurance broker fees6272
Additional information about fees paid to insurance brokerSALES & SERVICE FEES
Insurance broker organization code?3
Insurance broker nameBOON INSURANCE AGENCY, INC.
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0730406
Policy instance 2
Insurance contract or identification number0730406
Number of Individuals Covered290
Insurance policy start date2012-03-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $49,774
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 Administration0
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $1,260,691
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,774
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameBOON INSURANCE AGENCY, INC.
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0730406
Policy instance 2
Insurance contract or identification number0730406
Number of Individuals Covered195
Insurance policy start date2011-03-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
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 Administration0
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $554,606
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX050619
Policy instance 1
Insurance contract or identification numberFLX050619
Number of Individuals Covered4533
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $18,551
Total amount of fees paid to insurance companyUSD $6,184
Are there contracts with allocated funds for individual policies?No
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 Administration0
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $206,121
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX050619
Policy instance 1
Insurance contract or identification numberFLX050619
Number of Individuals Covered3679
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $17,038
Total amount of fees paid to insurance companyUSD $5,717
Are there contracts with allocated funds for individual policies?No
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 Administration0
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $189,308
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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