CRB GROUP, INC. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : CRB GROUP, INC 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $14,792 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $24,091 |
| Total income from all sources (including contributions) | 2023-12-31 | $55,412,733 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $29,336,742 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $28,928,497 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $88,101 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $22,740,573 |
| Value of total assets at end of year | 2023-12-31 | $198,410,846 |
| Value of total assets at beginning of year | 2023-12-31 | $172,344,154 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $320,144 |
| Total interest from all sources | 2023-12-31 | $111,077 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $4,746,300 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $4,746,300 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $16,269,074 |
| Participant contributions at end of year | 2023-12-31 | $1,730,351 |
| Participant contributions at beginning of year | 2023-12-31 | $1,805,432 |
| Participant contributions at end of year | 2023-12-31 | $156 |
| Participant contributions at beginning of year | 2023-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $4,697,530 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $4,214,410 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $1,701,067 |
| Other income not declared elsewhere | 2023-12-31 | $961,308 |
| Liabilities. Value of operating payables at end of year | 2023-12-31 | $10,040 |
| Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $22,787 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $26,075,991 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $198,396,054 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $172,320,063 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $122,162 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $175,377,154 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $143,808,850 |
| Interest on participant loans | 2023-12-31 | $111,077 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $16,470,591 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $22,174,348 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $25,315,279 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $1,538,196 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $4,770,432 |
| Employer contributions (assets) at end of year | 2023-12-31 | $135,064 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $341,114 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $28,928,497 |
| Contract administrator fees | 2023-12-31 | $135,345 |
| Liabilities. Value of benefit claims payable at end of year | 2023-12-31 | $4,752 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-12-31 | $1,304 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | MARKS NELSON LLC |
| Accountancy firm EIN | 2023-12-31 | 481238645 |
| 2022 : CRB GROUP, INC 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $24,091 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $12,744 |
| Total income from all sources (including contributions) | 2022-12-31 | $-8,227,343 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $14,167,565 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $13,782,273 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $75,943 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $26,687,224 |
| Value of total assets at end of year | 2022-12-31 | $172,344,154 |
| Value of total assets at beginning of year | 2022-12-31 | $194,727,715 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $309,349 |
| Total interest from all sources | 2022-12-31 | $79,279 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $6,562,376 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $6,562,376 |
| Administrative expenses professional fees incurred | 2022-12-31 | $16,550 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $17,115,990 |
| Participant contributions at end of year | 2022-12-31 | $1,805,432 |
| Participant contributions at beginning of year | 2022-12-31 | $1,538,855 |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $4,214,410 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $5,715,345 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $4,387,405 |
| Other income not declared elsewhere | 2022-12-31 | $-1,561,893 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $22,787 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $10,795 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-22,394,908 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $172,320,063 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $194,714,971 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $73,395 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $143,808,850 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $179,261,522 |
| Income. Interest from loans (other than to participants) | 2022-12-31 | $79,279 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $22,174,348 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $7,858,095 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-40,593,436 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $599,107 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $5,183,829 |
| Employer contributions (assets) at end of year | 2022-12-31 | $341,114 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $353,898 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $13,782,273 |
| Contract administrator fees | 2022-12-31 | $219,404 |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $1,304 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $1,949 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | MARKS NELSON LLC |
| Accountancy firm EIN | 2022-12-31 | 481238645 |
| 2021 : CRB GROUP, INC 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $12,744 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $14,811 |
| Total income from all sources (including contributions) | 2021-12-31 | $48,838,876 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $11,259,169 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $10,797,764 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $101,541 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $23,849,883 |
| Value of total assets at end of year | 2021-12-31 | $194,727,715 |
| Value of total assets at beginning of year | 2021-12-31 | $157,150,075 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $359,864 |
| Total interest from all sources | 2021-12-31 | $71,841 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $12,844,020 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $12,844,020 |
| Administrative expenses professional fees incurred | 2021-12-31 | $12,300 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $14,814,174 |
| Participant contributions at end of year | 2021-12-31 | $1,538,855 |
| Participant contributions at beginning of year | 2021-12-31 | $1,404,774 |
| Participant contributions at end of year | 2021-12-31 | $0 |
| Participant contributions at beginning of year | 2021-12-31 | $620 |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $5,715,345 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $5,008,381 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $4,454,959 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
| Other income not declared elsewhere | 2021-12-31 | $576,929 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $10,795 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $14,811 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $37,579,707 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $194,714,971 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $157,135,264 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $147,255 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $179,261,522 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $142,922,629 |
| Income. Interest from loans (other than to participants) | 2021-12-31 | $68,059 |
| Interest earned on other investments | 2021-12-31 | $3,782 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $7,858,095 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $7,530,003 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $11,328,174 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $168,029 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $4,580,750 |
| Employer contributions (assets) at end of year | 2021-12-31 | $353,898 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $283,668 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $10,797,764 |
| Contract administrator fees | 2021-12-31 | $200,309 |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $1,949 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | MARKS NELSON LLC |
| Accountancy firm EIN | 2021-12-31 | 481238645 |
| 2020 : CRB GROUP, INC 401(K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $14,811 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $128,675 |
| Total income from all sources (including contributions) | 2020-12-31 | $46,594,120 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $12,082,790 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $11,723,612 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $35,958 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $20,939,615 |
| Value of total assets at end of year | 2020-12-31 | $157,150,075 |
| Value of total assets at beginning of year | 2020-12-31 | $122,752,609 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $323,220 |
| Total interest from all sources | 2020-12-31 | $68,170 |
| 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 year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $12,000 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $11,911,091 |
| Participant contributions at end of year | 2020-12-31 | $1,404,774 |
| Participant contributions at beginning of year | 2020-12-31 | $1,194,507 |
| Participant contributions at end of year | 2020-12-31 | $620 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $5,008,381 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $4,521,042 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $5,349,452 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $17,000 |
| Other income not declared elsewhere | 2020-12-31 | $872,476 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $14,811 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $128,675 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $34,511,330 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $157,135,264 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $122,623,934 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $94,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $142,922,629 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $111,954,835 |
| Income. Interest from loans (other than to participants) | 2020-12-31 | $68,170 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $7,530,003 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $4,894,800 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $24,542,668 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $171,191 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $3,679,072 |
| Employer contributions (assets) at end of year | 2020-12-31 | $283,668 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $170,425 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $11,723,612 |
| Contract administrator fees | 2020-12-31 | $217,220 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | MARKS NELSON LLC |
| Accountancy firm EIN | 2020-12-31 | 481238645 |
